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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
CPA
1401
Cowen Prime Advisors
New York
$5.14K
CTWM
1402
Cherry Tree Wealth Management
Minnesota
$4.5K +$3.95K +70 New
SC
1403
Solstein Capital
California
$4.5K
ORAM
1404
One River Asset Management
Connecticut
$3.88K +$3.38K +60 New
LWCFA
1405
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.86K +$1.69K +30 +100%
MA
1406
MCF Advisors
Kentucky
$3.21K
DCBT
1407
Dakota Community Bank & Trust
North Dakota
$3.21K
NSIM
1408
North Star Investment Management
Illinois
$3.21K
RDIA
1409
RE Dickinson Investment Advisors
Iowa
$3K
AW
1410
Avion Wealth
Texas
$3K +$1.13K +20 +50%
TFGT
1411
TS Financial Group (TSFG)
Illinois
$3K +$2.25K +40 New
BWM
1412
BerganKDV Wealth Management
Minnesota
$2.57K -$5.64K -100 -71%
TCA
1413
Trifecta Capital Advisors
Illinois
$2.57K
AWM
1414
Avior Wealth Management
Nebraska
$2.57K -$18K -320 -89%
PMFA
1415
Plante Moran Financial Advisors
Michigan
$2.57K -$14.7K -260 -87%
CTB
1416
Country Trust Bank
Illinois
$2.57K
IFAM
1417
Institutional & Family Asset Management
Colorado
$2.57K
TJHA
1418
Thomas J. Herzfeld Advisors
Florida
$2.57K +$564 +10 +33%
CAL
1419
Capital Analysts LLC
Pennsylvania
$2K +$1.69K +30 New
TWD
1420
True Wealth Design
Ohio
$1.93K
AAP
1421
Arax Advisory Partners
Colorado
$1.3K
FSWA
1422
Financial Synergies Wealth Advisors
Texas
$1.29K -$564 -10 -33%
HWP
1423
Highline Wealth Partners
California
$1.29K
HCM
1424
Horrell Capital Management
Arkansas
$1K
VF
1425
VitalStone Financial
Texas
$1K +$1.13K +20 New

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.