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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
LWCFA
1601
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.95K
FRA
1602
Front Row Advisors
California
$4.71K -$8.86K -130 -68%
FBC
1603
Fairfield, Bush & Co
Connecticut
$4.7K +$4.09K +60 New
DCBT
1604
Dakota Community Bank & Trust
North Dakota
$3.92K
NSIM
1605
North Star Investment Management
Illinois
$3.92K
CW
1606
Cooksen Wealth
Texas
$3.92K +$3.41K +50 New
TCA
1607
Trifecta Capital Advisors
Illinois
$3.13K -$2.04K -30 -43%
IFAM
1608
Institutional & Family Asset Management
Colorado
$3.13K
CAL
1609
Capital Analysts LLC
Pennsylvania
$3K -$4.09K -60 -67%
TFGT
1610
TS Financial Group (TSFG)
Illinois
$3K
TCM
1611
TD Capital Management
Tennessee
$2.35K
TIM
1612
Tortoise Investment Management
New York
$2.35K
VF
1613
VitalStone Financial
Texas
$2K
FSWA
1614
Financial Synergies Wealth Advisors
Texas
$1.68K +$1.36K +20 +100%
AAP
1615
Arax Advisory Partners
Colorado
$1.59K
CTB
1616
Country Trust Bank
Illinois
$1.57K -$1.36K -20 -50%
MIM
1617
Macroview Investment Management
Maryland
$1.57K -$682 -10 -33%
HWP
1618
Highline Wealth Partners
California
$1.57K
LFA
1619
Legend Financial Advisors
Pennsylvania
$1.57K +$1.36K +20 New
IWA
1620
IBEX Wealth Advisors
New Jersey
$1.34K -$1.23M -18,100 -100%
HCM
1621
Horrell Capital Management
Arkansas
$1K
CIR
1622
Clear Investment Research
Georgia
$788
ORAM
1623
One River Asset Management
Connecticut
$784 -$906K -13,300 -100%
DWA
1624
Delos Wealth Advisors
Texas
$784
DFA
1625
DHJJ Financial Advisors
Illinois
$784

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.