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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
ANBT
1401
American National Bank & Trust
Texas
$174K +$32K +470 +27%
CHA
1402
Carmichael Hill & Associates
Maryland
$172K
BBPWM
1403
Blue Bell Private Wealth Management
Pennsylvania
$169K
GCM
1404
Gables Capital Management
Florida
$160K
HIIFS
1405
Harel Insurance Investments & Financial Services
Israel
$159K -$217K -3,190 -61%
AA
1406
Addison Advisors
Vermont
$154K
VAMG
1407
Voisard Asset Management Group
Michigan
$154K +$134K +1,970 New
MFG
1408
Mendota Financial Group
Wisconsin
$153K -$15K -220 -10%
WTA
1409
Washington Trust Advisors
Massachusetts
$145K +$25.9K +380 +26%
PC
1410
Promethos Capital
Massachusetts
$143K +$125K +1,830 New
AT
1411
Arlington Trust
Alabama
$143K +$8.86K +130 +8%
FPF
1412
First Pacific Financial
Washington
$140K
DAM
1413
Delta Asset Management
Tennessee
$140K +$1.36K +20 +1%
FCA
1414
FinTrust Capital Advisors
South Carolina
$140K +$38.8K +570 +47%
PS
1415
Planned Solutions
California
$140K +$122K +1,790 New
KA
1416
Kozak & Associates
Colorado
$136K +$35.4K +520 +41%
TFIPS
1417
Towarzystwo Funduszy Inwestycyjnych PZU SA
$133K +$116K +1,700 New
CMP
1418
Coston McIsaac & Partners
Maine
$131K
RIM
1419
Rockbridge Investment Management
New York
$125K +$108K +1,590 New
NB
1420
NBT Bank
New York
$122K +$106K +1,560 New
IGWM
1421
ICA Group Wealth Management
Colorado
$121K +$105K +1,540 New
BWL
1422
Bogart Wealth LLC
Virginia
$121K -$8.86K -130 -8%
CWC
1423
Carolinas Wealth Consulting
North Carolina
$120K -$15K -220 -13%
GWS
1424
Glassman Wealth Services
Virginia
$119K +$6.13K +90 +6%
GPI
1425
General Partner Inc
Pennsylvania
$117K

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.