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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
AIC
1451
Archer Investment Corporation
Indiana
$84.9K
TFA
1452
Toth Financial Advisory
Virginia
$84.6K
SSB
1453
Sandy Spring Bank
Maryland
$84.5K
JWM
1454
Janiczek Wealth Management
Colorado
$78.3K +$7.5K +110 +12%
HFM
1455
Hartford Financial Management
Connecticut
$78.3K
CIA
1456
Cape Investment Advisory
Georgia
$78.2K
CA
1457
Centerpoint Advisors
Massachusetts
$78K -$11.6K -170 -15%
BWP
1458
Baldwin Wealth Partners
Massachusetts
$71.3K
CLOS
1459
Compagnie Lombard Odier SCmA
Switzerland
$70.5K
LA
1460
LM Advisors
California
$70.5K +$61.3K +900 New
WAM
1461
WFA Asset Management
Wisconsin
$67.9K +$682 +10 +1%
NF
1462
Norwood Financial
Pennsylvania
$67.4K
PWMG
1463
Private Wealth Management Group
New Jersey
$66.6K +$57.9K +850 New
NS
1464
NBC Securities
Alabama
$63K -$44.3K -650 -45%
SWC
1465
Spectrum Wealth Counsel
Indiana
$62.7K +$54.5K +800 New
BLC
1466
Brown, Lisle/Cummings
Rhode Island
$62.7K
MFF
1467
Mango Five Family
Nevada
$62.7K +$54.5K +800 New
FWM
1468
FSA Wealth Management
Massachusetts
$62K +$54.5K +800 New
PCTC
1469
Perkins Coie Trust Company
Washington
$61.9K -$17.7K -260 -25%
FUBT
1470
First United Bank & Trust
Maryland
$61.1K +$53.2K +780 New
AWM
1471
Abound Wealth Management
Tennessee
$58.7K +$1.36K +20 +3%
DIP
1472
DT Investment Partners
Pennsylvania
$56.8K
DWMG
1473
DB Wealth Management Group
California
$56.4K
ATC
1474
Adirondack Trust Company
New York
$55.4K +$4.77K +70 +13%
BCMLT
1475
Beacon Capital Management LLC (Tennessee)
Tennessee
$53.3K

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.