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Lam Research

978 hedge funds and large institutions have $30.2B invested in Lam Research in 2020 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 328 increasing their positions, 426 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 122

2% less funds holding

Funds holding: 997978 (-19)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

4.09% less ownership

Funds ownership: 869.53%865.44% (-4.1%)

18% less capital invested

Capital invested by funds: $36.8B → $30.2B (-$6.63B)

23% less repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 426

29% less call options, than puts

Call options by funds: $715M | Put options by funds: $1B

Holders
978
Holders Change
-19
Holders Change %
-1.91%
% of All Funds
21.55%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.66%
New
114
Increased
328
Reduced
426
Closed
122
Calls
$715M
Puts
$1B
Net Calls
-$289M
Net Calls Change
+$843M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
426
Hohimer Wealth Management
Washington
$1.92M +$46.9K +1,630 +2%
SW
427
SteelPeak Wealth
California
$1.87M +$18.1K +630 +0.8%
NMIMC
428
Northwestern Mutual Investment Management Company
Wisconsin
$1.82M +$557K +19,360 +34%
NA
429
NewEdge Advisors
Louisiana
$1.8M +$831K +28,860 +63%
Wealthfront Advisers
430
Wealthfront Advisers
California
$1.76M +$292K +10,150 +16%
IFWM
431
Institute for Wealth Management
Colorado
$1.75M -$57.6K -2,000 -3%
SG Americas Securities
432
SG Americas Securities
New York
$1.75M -$2.1M -73,040 -50%
JSC
433
Jackson Square Capital
California
$1.74M -$773K -26,850 -27%
MMG
434
Monetary Management Group
Missouri
$1.72M +$86.4K +3,000 +4%
LSA
435
L & S Advisors
California
$1.7M -$5.82M -202,270 -74%
VHAM
436
Van Hulzen Asset Management
California
$1.69M -$17.3K -600 -0.8%
AssetMark Inc
437
AssetMark Inc
California
$1.68M -$170K -5,920 -8%
Macquarie Group
438
Macquarie Group
Australia
$1.68M +$28.8K +1,000 +1%
NGA
439
Naples Global Advisors
Florida
$1.65M -$194K -6,740 -9%
KWILP
440
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.61M +$1.93M +67,130 New
IB
441
Intrust Bank
Kansas
$1.57M +$331K +11,500 +21%
PA
442
Probity Advisors
Texas
$1.54M +$88.7K +3,080 +5%
VI
443
Versor Investments
New York
$1.53M -$2.22M -77,130 -55%
HW
444
Hancock Whitney
Mississippi
$1.52M -$559K -19,420 -23%
PCM
445
Penserra Capital Management
California
$1.52M -$532K -18,480 -24%
WAM
446
World Asset Management
Michigan
$1.51M -$1.22M -42,420 -40%
LSERS
447
Louisiana State Employees Retirement System
Louisiana
$1.49M -$202K -7,000 -10%
V
448
Veritable
Delaware
$1.48M -$101K -3,510 -5%
CAM
449
Crown Advisors Management
California
$1.44M +$1.73M +60,000 New
LS
450
Livforsakringsbolaget Skandia
Sweden
$1.43M +$115K +4,000 +7%

LRCX Hedge Fund Activity: Q1 2020 in Review

978 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q1 2020, worth a combined $30.2B — down 18% from $36.8B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of LRCX and 114 opened new positions — a net loss of 8 holders — while 426 trimmed existing stakes and 328 added.

The largest buyer was JP Morgan Chase, adding an estimated $692M. The largest seller was Ameriprise, cutting an estimated $408M.

  • 978 institutional investors held Lam Research (LRCX) as of Q1 2020, down from 997 in Q4 2019.
  • Funds reported $30.2B of Lam Research stock for Q1 2020, down 18% quarter-over-quarter.
  • 114 funds opened new Lam Research positions in Q1 2020 and 122 closed out, a net change of -8 holders.
  • The largest Lam Research buyer in Q1 2020 was JP Morgan Chase, an estimated $692M added.
  • The largest Lam Research seller in Q1 2020 was Ameriprise, an estimated $408M sold.

Based on aggregated 13F filings for Q1 2020.