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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
ODG
1476
O'Dell Group
Ohio
$52.5K +$45.7K +670 New
CFD
1477
Creative Financial Designs
Indiana
$52.3K
FMTCOCP
1478
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$51K
SPWM
1479
Spartan Planning & Wealth Management
North Carolina
$48.6K -$31.4K -460 -43%
GWM
1480
Geneos Wealth Management
Colorado
$48.6K -$17.7K -260 -30%
CPG
1481
Cornerstone Planning Group
New Jersey
$48.6K -$6.82K -100 -14%
OP
1482
ORG Partners
Indiana
$47.8K +$41.6K +610 New
MHR
1483
Matthew Hamilton Rosenberg
$47K +$6.82K +100 +20%
FFO
1484
Fortitude Family Office
Arizona
$47K +$40.9K +600 New
SA
1485
Scarborough Advisors
Maryland
$45.5K +$39.5K +580 New
SVCP
1486
Silicon Valley Capital Partners
California
$44.1K
BC
1487
Bartlett & Co
Ohio
$44K -$5.45K -80 -13%
Jones Financial Companies
1488
Jones Financial Companies
Missouri
$43.9K +$682 +10 +2%
AT
1489
Avalon Trust
New Mexico
$43.9K +$38.2K +560 New
BCWM
1490
Bartlett & Co Wealth Management
Ohio
$43.5K -$5.45K -80 -13%
CWM
1491
Cranbrook Wealth Management
Michigan
$43.1K
IBOK
1492
Independence Bank of Kentucky
Kentucky
$43.1K
EPW
1493
Evergreen Private Wealth
Colorado
$43.1K +$37.5K +550 New
BGAI
1494
Bruce G. Allen Investments
Colorado
$39.9K +$34.8K +510 New
RCM
1495
Raleigh Capital Management
North Carolina
$39.3K +$15K +220 +79%
CWM
1496
Cedar Wealth Management
California
$39.2K
TCM
1497
Tradewinds Capital Management
Washington
$39.2K
AEPWM
1498
Atlantic Edge Private Wealth Management
Florida
$39.2K +$34.1K +500 New
MFA
1499
McClarren Financial Advisors
Pennsylvania
$39K
GKIM
1500
GW&K Investment Management
Massachusetts
$38K +$682 +10 +2%

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.