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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
HFS
1551
Hantz Financial Services
Michigan
$19K
PCMC
1552
Planning Capital Management Corporation
Pennsylvania
$19K +$16.4K +240 New
S
1553
Sachetta
Massachusetts
$18.8K +$16.4K +240 New
BWM
1554
Baystate Wealth Management
Massachusetts
$18.7K +$4.09K +60 +35%
M
1555
MOTCO
Texas
$17.2K
AP
1556
Aspect Partners
Virginia
$17.2K +$15K +220 New
DJSG
1557
D.J. St. Germain
Massachusetts
$16.4K
B
1558
Birchbrook
Maine
$16.2K +$14.3K +210 New
CAM
1559
Creekmur Asset Management
Illinois
$15.7K +$13.6K +200 New
OPTFSNA
1560
Old Point Trust & Financial Services N A
Virginia
$15.7K +$13.6K +200 New
PMFA
1561
Plante Moran Financial Advisors
Michigan
$15.7K +$13.6K +200 New
SWM
1562
Sugarloaf Wealth Management
Georgia
$15.1K
SIS
1563
Sound Income Strategies
Florida
$14.9K
NCM
1564
Northwest Capital Management
Oregon
$14.2K
SCA
1565
Stuart Chaussee & Associates
California
$14.1K
WIA
1566
Wetzel Investment Advisors
Indiana
$14K +$12.3K +180 New
SIC
1567
SJS Investment Consulting
Ohio
$13.3K -$1.36K -20 -11%
EBA
1568
Eagle Bay Advisors
New York
$13.3K -$2.04K -30 -15%
GWSA
1569
Global Wealth Strategies & Associates
Colorado
$13.3K
RBC
1570
Roble Belko & Company
Pennsylvania
$13K +$10.9K +160 New
FGAM
1571
Financial Gravity Asset Management
Texas
$11.2K
FCMT
1572
Founders Capital Management (Texas)
Texas
$11K
W
1573
WealthCollab
Washington
$11K +$9.54K +140 New
MFT
1574
Moisand Fitzgerald Tamayo
Florida
$10.2K -$1.36K -20 -13%
ACA
1575
American Capital Advisory
Idaho
$10.2K +$8.86K +130 New

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.