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Lam Research

1,434 hedge funds and large institutions have $72.7B invested in Lam Research in 2023 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 471 increasing their positions, 533 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 85

31% more funds holding in top 10

Funds holding in top 10: 4255 (+13)

20% more capital invested

Capital invested by funds: $60.4B → $72.7B (+$12.3B)

5% more funds holding

Funds holding: 1,3641,434 (+70)

12% less repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 533

25.09% less ownership

Funds ownership: 869.49%844.41% (-25%)

31% less call options, than puts

Call options by funds: $2.2B | Put options by funds: $3.18B

Holders
1,434
Holders Change
+70
Holders Change %
+5.13%
% of All Funds
22.51%
Holding in Top 10
55
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+30.95%
% of All Funds
0.86%
New
166
Increased
471
Reduced
533
Closed
85
Calls
$2.2B
Puts
$3.18B
Net Calls
-$979M
Net Calls Change
-$414M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1376
Stuart Chaussee & Associates
California
$11.6K -$7.33K -130 -42%
BWM
1377
Baystate Wealth Management
Massachusetts
$11.4K -$14.1K -250 -60%
SIC
1378
SJS Investment Consulting
Ohio
$10.9K -$1.13K -20 -11%
GWSA
1379
Global Wealth Strategies & Associates
Colorado
$10.9K
IGWM
1380
ICA Group Wealth Management
Colorado
$10.4K -$1.69K -30 -16%
EBA
1381
Eagle Bay Advisors
New York
$10.3K
TFM
1382
TFC Financial Management
Massachusetts
$10.3K +$1.13K +20 +14%
HWA
1383
Heritage Wealth Advisors
Virginia
$10.3K +$9.02K +160 New
MFT
1384
Moisand Fitzgerald Tamayo
Florida
$9.64K
RG
1385
Retirement Group
California
$9.64K
SCA
1386
Stonebridge Capital Advisors
Minnesota
$9.64K
LFA
1387
Legend Financial Advisors
Pennsylvania
$9.64K +$2.82K +50 +50%
CCP
1388
Carmel Capital Partners
California
$9K
DI
1389
Disciplined Investments
Oklahoma
$7.71K +$564 +10 +9%
FA
1390
Fiduciary Alliance
South Carolina
$7.71K +$6.76K +120 New
PB
1391
Pinnacle Bancorp
Nebraska
$7.07K
VCM
1392
Versant Capital Management
Arizona
$7.07K +$564 +10 +10%
CFS
1393
CGC Financial Services
Oregon
$6.53K +$5.64K +100 New
BCH
1394
Berkshire Capital Holdings
California
$6.43K
JGIA
1395
Jackson Grant Investment Advisers
Connecticut
$6.43K
WT
1396
Washington Trust
Rhode Island
$6.43K
Loomis, Sayles & Company
1397
Loomis, Sayles & Company
Massachusetts
$6K -$10.7K -190 -68%
RA
1398
Rise Advisors
New York
$5.93K -$1.69K -30 -25%
RTL
1399
Red Tortoise LLC
Georgia
$5.79K
PO
1400
Private Ocean
California
$5.25K

LRCX Hedge Fund Activity: Q2 2023 in Review

1,434 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q2 2023, worth a combined $72.7B — up 20% from $60.4B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new LRCX positions and 85 closed out — a net gain of 81 holders — while 471 added to existing stakes and 533 trimmed.

The largest buyer was GQG Partners, adding an estimated $354M. The largest seller was Envestnet Asset Management, cutting an estimated $1.77B.

  • 1,434 institutional investors held Lam Research (LRCX) as of Q2 2023, up from 1,364 in Q1 2023.
  • Funds reported $72.7B of Lam Research stock for Q2 2023, up 20% quarter-over-quarter.
  • 166 funds opened new Lam Research positions in Q2 2023 and 85 closed out, a net change of +81 holders.
  • The largest Lam Research buyer in Q2 2023 was GQG Partners, an estimated $354M added.
  • The largest Lam Research seller in Q2 2023 was Envestnet Asset Management, an estimated $1.77B sold.

Based on aggregated 13F filings for Q2 2023.