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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
RWML
1526
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$26.6K
FP
1527
Financial Perspectives
Minnesota
$26.6K
SC
1528
SouthState Corp
Florida
$25.8K -$12.3K -180 -35%
CT
1529
Clearstead Trust
Maine
$25.8K
EC
1530
EntryPoint Capital
New York
$25.8K +$22.5K +330 New
APC
1531
Aspire Private Capital
North Carolina
$25.3K
TWD
1532
True Wealth Design
Ohio
$24.3K +$19.1K +280 +933%
VWA
1533
Valued Wealth Advisors
Utah
$23.9K +$25.9K +380 New
CSWM
1534
Cassady Schiller Wealth Management
Ohio
$23.5K
KFS
1535
Kelly Financial Services
Massachusetts
$23.5K
LB
1536
Legacy Bridge
Iowa
$23.5K
FGA
1537
Fortis Group Advisors
New Jersey
$23.5K +$10.2K +150 +100%
MTIC
1538
Missouri Trust & Investment Company
Missouri
$22.7K +$2.73K +40 +16%
Loomis, Sayles & Company
1539
Loomis, Sayles & Company
Massachusetts
$22K +$2.73K +40 +17%
TFM
1540
TFC Financial Management
Massachusetts
$21.9K
PPC
1541
Park Place Capital
Alabama
$21.9K -$137K -2,010 -88%
ME
1542
McIlrath & Eck
Washington
$21.1K
AWM
1543
Avior Wealth Management
Nebraska
$21.1K +$16.4K +240 +800%
PA
1544
Pineridge Advisors
Missouri
$21.1K +$18.4K +270 New
RDIA
1545
RE Dickinson Investment Advisors
Iowa
$20K -$3.41K -50 -17%
BG
1546
Bollard Group
Massachusetts
$20K
PVH
1547
Psagot Value Holdings
Israel
$20K
PWMG
1548
Prestige Wealth Management Group
New Jersey
$19.6K -$2.73K -40 -14%
LWANC
1549
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.6K
CHC
1550
City Holding Co
West Virginia
$19.6K

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.