# US institutional investors reshuffle stock stakes

> Live situation record from CLSTR: https://clstr.news/situations/us-institutional-investors-reshuffle-stock-stakes
> Updated: 2026-07-31T11:23:30.000Z. Sources: 5. Developments: 2.

In late July 2026, OLP Capital Management acquired roughly 1.1% of Hyperliquid Strategies Inc., making it the firm’s fifth‑largest holding, while Saba Capital Management reduced its position by about a third. Together with other funds, these investors now own around 9.5% of the company, and analysts have issued predominantly buy ratings.

A week later, in early August 2026, DV Trading sharply cut its stake in Liquidia Corporation by more than 70%, selling tens of thousands of shares. At the same time, several other institutional investors—including MirAE Asset Global ETFs, Goldman Sachs, UBS Asset Management Americas, Creative Planning, and Legal & General—expanded their holdings, and a company director sold a large block of shares. The two snapshots illustrate a broader pattern of U.S. institutional investors actively adjusting positions in publicly traded firms.

## Claims

- Lam Research's fiscal Q4 2026 revenue was $6.72 billion, a 30% year‑over‑year increase. (corroborated by 2 sources)
- Lam Research's fiscal Q4 2026 earnings per share were $1.81, a 34% year‑over‑year increase. (corroborated by 2 sources)
- Lam Research's fiscal 2026 revenue grew 26% year‑over‑year to $23.2 billion. (corroborated by 2 sources)
- Lam Research's fiscal 2026 net income rose 36% to about $7.3 billion. (corroborated by 2 sources)
- Adjusted gross margin for Lam Research in fiscal Q4 2026 was 52% of revenue. (single source)
- Approximately 46% of Lam Research's total revenue comes from sales of equipment for DRAM and NAND memory chips. (single source)
- Lam Research guided September‑quarter revenue of $8.1 billion, plus or minus $0.4 billion, about 21% above the record Q4. (single source)
- Lam Research projected September‑quarter earnings per share of about $2.15 at the guidance midpoint. (single source)

## Timeline

### 2026-07-31: Lam Research posts record Q4 2026 earnings amid AI-driven chip demand

Lam Research posted record Q4 2026 revenue of $6.72 bn (+30%) and EPS $1.81 (+34%), guided September revenue of $8.1 bn and EPS $2.15, citing AI‑driven chip demand.

5 sources. https://clstr.news/cluster/institutional-investors-trim-stakes-in-liquidia-corporation

### 2026-07-26: Hyperliquid Strategies Stock Gains New Institutional Holdings

OLP Capital bought ~2.05 M Hyperliquid Strategies shares (~$10.5 M) while Saba Capital cut its stake by 32.6% to 0.35% ownership; analysts maintain buy ratings with a $12.72 consensus target.

2 sources. https://clstr.news/cluster/hyperliquid-strategies-stock-gains-new-institutional-holdings

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Cite as: US institutional investors reshuffle stock stakes. CLSTR, https://clstr.news/situations/us-institutional-investors-reshuffle-stock-stakes