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Lam Research

1,363 hedge funds and large institutions have $60.4B invested in Lam Research in 2023 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 473 increasing their positions, 492 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2842 (+14)

40.79% more ownership

Funds ownership: 828.71%869.49% (+41%)

35% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 125

28% more capital invested

Capital invested by funds: $47.3B → $60.4B (+$13.2B)

1% more funds holding

Funds holding: 1,3461,363 (+17)

4% less repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 492

24% less call options, than puts

Call options by funds: $1.8B | Put options by funds: $2.36B

Holders
1,363
Holders Change
+17
Holders Change %
+1.26%
% of All Funds
21.72%
Holding in Top 10
42
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+50%
% of All Funds
0.67%
New
169
Increased
473
Reduced
492
Closed
125
Calls
$1.8B
Puts
$2.36B
Net Calls
-$565M
Net Calls Change
-$216M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.24B -$8.58M -174,930 -0.1%
BlackRock
2
BlackRock
New York
$5.72B -$116M -2,370,830 -2%
State Street
3
State Street
Massachusetts
$3.03B +$45.4M +926,060 +2%
Ameriprise
4
Ameriprise
Minnesota
$2.98B +$310M +6,326,900 +13%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.48B +$15.8M +321,080 +0.7%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$2.08B +$259M +5,285,860 +16%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.87B -$118M -2,408,910 -6%
Fisher Asset Management
8
Fisher Asset Management
Washington
$1.43B +$28.9M +588,630 +2%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$1.38B +$3.17M +64,510 +0.2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.35B +$9.46M +192,800 +0.8%
Sands Capital Management
11
Sands Capital Management
Virginia
$1.18B -$63.4M -1,292,680 -5%
GQG Partners
12
GQG Partners
Florida
$913M +$845M +17,228,750 New
Morgan Stanley
13
Morgan Stanley
New York
$902M +$24.6M +501,390 +3%
Invesco
14
Invesco
Georgia
$895M +$80.1M +1,631,650 +11%
Norges Bank
15
Norges Bank
Norway
$854M +$67.4M +1,373,690 +9%
Northern Trust
16
Northern Trust
Illinois
$794M -$13M -264,230 -2%
Bank of America
17
Bank of America
North Carolina
$748M +$189M +3,856,350 +38%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$724M -$36.7M -747,100 -5%
Amundi
19
Amundi
France
$643M -$40.6M -827,700 -6%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$618M +$11M +225,050 +2%
VanEck Associates
21
VanEck Associates
New York
$614M +$14.5M +294,720 +3%
N
22
Nuveen
North Carolina
$598M -$251M -5,117,780 -31%
Goldman Sachs
23
Goldman Sachs
New York
$530M +$12.4M +253,020 +3%
Legal & General Group
24
Legal & General Group
United Kingdom
$528M +$2.5M +51,040 +0.5%
Artisan Partners
25
Artisan Partners
Wisconsin
$490M -$21.5M -437,370 -5%

LRCX Hedge Fund Activity: Q1 2023 in Review

1,363 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q1 2023, worth a combined $60.4B — up 28% from $47.3B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new LRCX positions and 125 closed out — a net gain of 44 holders — while 473 added to existing stakes and 492 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.57B. The largest seller was Millennium Management, cutting an estimated $351M.

  • 1,363 institutional investors held Lam Research (LRCX) as of Q1 2023, up from 1,346 in Q4 2022.
  • Funds reported $60.4B of Lam Research stock for Q1 2023, up 28% quarter-over-quarter.
  • 169 funds opened new Lam Research positions in Q1 2023 and 125 closed out, a net change of +44 holders.
  • The largest Lam Research buyer in Q1 2023 was Envestnet Asset Management, an estimated $1.57B added.
  • The largest Lam Research seller in Q1 2023 was Millennium Management, an estimated $351M sold.

Based on aggregated 13F filings for Q1 2023.