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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
JWM
1426
Jupiter Wealth Management
Colorado
$117K
MRCM
1427
M&R Capital Management
New Jersey
$117K +$102K +1,500 New
CT
1428
Cambridge Trust
Massachusetts
$117K
T
1429
TOBAM
France
$116K +$30K +440 +42%
AP
1430
Arlington Partners
Alabama
$114K -$15.7K -230 -14%
BHWM
1431
Beaird Harris Wealth Management
Texas
$114K +$2.73K +40 +3%
WT
1432
Washington Trust
Rhode Island
$114K +$92K +1,350 +1,350%
HGERS
1433
Householder Group Estate & Retirement Specialist
Arizona
$112K
CWM
1434
Compass Wealth Management
Connecticut
$110K
Kayne Anderson Rudnick Investment Management
1435
Kayne Anderson Rudnick Investment Management
California
$110K +$4.09K +60 +4%
C
1436
Covestor
United Kingdom
$110K -$2.73K -40 -3%
BAM
1437
Byrne Asset Management
New Jersey
$109K -$4.77K -70 -5%
WPWM
1438
Western Pacific Wealth Management
Illinois
$106K
CSB
1439
City State Bank
Iowa
$105K
A
1440
AJOVista
Massachusetts
$102K +$88.6K +1,300 New
FFC
1441
First Financial Corp
Indiana
$102K
AAG
1442
Armstrong Advisory Group
Massachusetts
$98.7K
PGAM
1443
Princeton Global Asset Management
New Jersey
$97.9K
CTA
1444
Colonial Trust Advisors
South Carolina
$97.9K +$2.04K +30 +2%
USB
1445
Union Savings Bank
Connecticut
$97.9K
CCA
1446
Catalyst Capital Advisors
New York
$97.1K +$17K +250 +25%
JWA
1447
JFS Wealth Advisors
Pennsylvania
$96.3K +$45.7K +670 +120%
TC
1448
Tacita Capital
Ontario, Canada
$93.2K
LF
1449
Lee Financial
Texas
$91.8K
AWM
1450
Atticus Wealth Management
Florida
$90.2K

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.