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Lam Research

1,449 hedge funds and large institutions have $69.7B invested in Lam Research in 2023 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 527 increasing their positions, 547 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 91

1% more funds holding

Funds holding: 1,4331,449 (+16)

4% less repeat investments, than reductions

Existing positions increased: 527 | Existing positions reduced: 547

4% less capital invested

Capital invested by funds: $72.7B → $69.7B (-$3.02B)

4.18% less ownership

Funds ownership: 844.41%840.22% (-4.2%)

24% less funds holding in top 10

Funds holding in top 10: 5542 (-13)

37% less call options, than puts

Call options by funds: $1.86B | Put options by funds: $2.96B

Holders
1,449
Holders Change
+16
Holders Change %
+1.12%
% of All Funds
23%
Holding in Top 10
42
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-23.64%
% of All Funds
0.67%
New
124
Increased
527
Reduced
547
Closed
91
Calls
$1.86B
Puts
$2.96B
Net Calls
-$1.1B
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Change in
Stake
ETIA
1501
Epic Trust Investment Advisors
Washington
-$257K -4,000 Closed
PMAM
1502
Picton Mahoney Asset Management
Ontario, Canada
-$241K -3,750 Closed
MPW
1503
Monterey Private Wealth
California
-$232K -3,610 Closed
TCA
1504
Transcend Capital Advisors
New Jersey
-$214K -3,320 Closed
JIP
1505
Jaffetilchin Investment Partners
Florida
-$209K -3,250 Closed
TIA
1506
Trust Investment Advisors
Indiana
-$208K -3,240 Closed
DWM
1507
Drive Wealth Management
Utah
-$208K -3,230 Closed
TWM
1508
Thrive Wealth Management
Pennsylvania
-$208K -3,230 Closed
WP
1509
WealthSource Partners
California
-$206K -3,210 Closed
AWM
1510
Avaii Wealth Management
Wisconsin
-$206K -3,200 Closed
LFDLE
1511
La Financiere de L'Echiquier
France
-$206K -3,200 Closed
DA
1512
Detalus Advisors
Missouri
-$203K -3,160 Closed
IW
1513
Imprint Wealth
South Carolina
-$217K -3,160 Closed
DSAM
1514
Dock Street Asset Management
Florida
-$203K -3,150 Closed
KIA
1515
KLR Investment Advisors
Rhode Island
-$202K -3,140 Closed
CAG
1516
Csenge Advisory Group
Florida
-$201K -3,130 Closed
RFG
1517
Range Financial Group
Oregon
-$201K -3,120 Closed
FH
1518
FWG Holdings
Florida
-$216K -3,060 Closed
CAM
1519
Cypress Asset Management
Texas
-$203K -2,150 Closed
CA
1520
Crewe Advisors
Utah
-$120K -1,860 Closed
RI
1521
Ridgewood Investments
New Jersey
-$119K -1,860 Closed
AI
1522
AXS Investments
New York
-$113K -1,750 Closed
TFP
1523
Tilia Fiduciary Partners
North Carolina
-$72.6K -1,130 Closed
WP
1524
WealthPLAN Partners
Nebraska
-$56.2K -870 Closed
SFFS
1525
Stonehage Fleming Financial Services
Jersey
-$51.4K -800 Closed

LRCX Hedge Fund Activity: Q3 2023 in Review

1,449 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q3 2023, worth a combined $69.7B — down 4.1% from $72.7B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new LRCX positions and 91 closed out — a net gain of 33 holders — while 527 added to existing stakes and 547 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $307M. The largest seller was Fidelity Investments, cutting an estimated $576M.

  • 1,449 institutional investors held Lam Research (LRCX) as of Q3 2023, up from 1,433 in Q2 2023.
  • Funds reported $69.7B of Lam Research stock for Q3 2023, down 4.1% quarter-over-quarter.
  • 124 funds opened new Lam Research positions in Q3 2023 and 91 closed out, a net change of +33 holders.
  • The largest Lam Research buyer in Q3 2023 was Goldman Sachs, an estimated $307M added.
  • The largest Lam Research seller in Q3 2023 was Fidelity Investments, an estimated $576M sold.

Based on aggregated 13F filings for Q3 2023.