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Lam Research

1,631 hedge funds and large institutions have $88.4B invested in Lam Research in 2023 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 512 increasing their positions, 586 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 281 | Existing positions closed: 83

29% more funds holding in top 10

Funds holding in top 10: 4254 (+12)

27% more capital invested

Capital invested by funds: $69.7B → $88.4B (+$18.7B)

21.57% more ownership

Funds ownership: 840.22%861.79% (+22%)

12% more funds holding

Funds holding: 1,4501,631 (+181)

13% less repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 586

33% less call options, than puts

Call options by funds: $2.46B | Put options by funds: $3.65B

Holders
1,631
Holders Change
+181
Holders Change %
+12.48%
% of All Funds
23.78%
Holding in Top 10
54
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+28.57%
% of All Funds
0.79%
New
281
Increased
512
Reduced
586
Closed
83
Calls
$2.46B
Puts
$3.65B
Net Calls
-$1.19B
Net Calls Change
-$89.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
1376
Wagner Wealth Management (South Carolina)
South Carolina
$210K +$183K +2,680 New
CCB
1377
Country Club Bank
Missouri
$209K +$181K +2,650 New
DWM
1378
Destination Wealth Management
California
$209K +$182K +2,670 New
CIC
1379
Carnegie Investment Counsel
Ohio
$209K +$182K +2,670 New
ICP
1380
Interchange Capital Partners
Pennsylvania
$209K +$183K +2,680 New
FMTC
1381
Farmers & Merchants Trust Company
California
$208K +$181K +2,660 New
BC
1382
Belmont Capital
California
$207K -$105K -1,540 -37%
PCMC
1383
Private Capital Management (Colorado)
Colorado
$206K +$179K +2,630 New
PL
1384
Plancorp LLC
Missouri
$206K +$179K +2,630 New
WOC
1385
West Oak Capital
California
$205K
CA
1386
Callahan Advisors
Texas
$205K +$179K +2,620 New
TC
1387
Truvestments Capital
Florida
$205K
CUAMC
1388
China Universal Asset Management Company
China
$204K -$159K -2,340 -47%
GIM
1389
Goelzer Investment Management
Indiana
$203K +$177K +2,590 New
NHT
1390
New Hampshire Trust
New Hampshire
$203K +$177K +2,590 New
SFG
1391
SNS Financial Group
Minnesota
$203K +$176K +2,580 New
MPW
1392
Monterey Private Wealth
California
$202K +$176K +2,580 New
EL
1393
EWA LLC
Pennsylvania
$202K +$164K +2,400 New
AIM
1394
Anchor Investment Management
South Carolina
$201K -$13.6K -200 -7%
FMB
1395
Field & Main Bank
Kentucky
$196K
WAS
1396
Winch Advisory Services
Wisconsin
$192K -$2.04K -30 -1%
LCM
1397
Logan Capital Management
Pennsylvania
$186K -$2.04K -30 -1%
EWM
1398
Evermay Wealth Management
Virginia
$184K +$682 +10 +0.4%
CAL
1399
Capital Advisors Ltd
Ohio
$183K
CSC
1400
Caldwell Sutter Capital
California
$177K -$6.13K -90 -4%

LRCX Hedge Fund Activity: Q4 2023 in Review

1,631 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q4 2023, worth a combined $88.4B — up 27% from $69.7B a quarter earlier.

Buyers outnumbered sellers: 281 funds opened new LRCX positions and 83 closed out — a net gain of 198 holders — while 512 added to existing stakes and 586 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.23B. The largest seller was Ameriprise, cutting an estimated $272M.

  • 1,631 institutional investors held Lam Research (LRCX) as of Q4 2023, up from 1,450 in Q3 2023.
  • Funds reported $88.4B of Lam Research stock for Q4 2023, up 27% quarter-over-quarter.
  • 281 funds opened new Lam Research positions in Q4 2023 and 83 closed out, a net change of +198 holders.
  • The largest Lam Research buyer in Q4 2023 was Morgan Stanley, an estimated $1.23B added.
  • The largest Lam Research seller in Q4 2023 was Ameriprise, an estimated $272M sold.

Based on aggregated 13F filings for Q4 2023.