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Lam Research

505 hedge funds and large institutions have $10.3B invested in Lam Research in 2015 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 194 increasing their positions, 168 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 168

8% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 66

1% more funds holding

Funds holding: 501505 (+4)

20% less capital invested

Capital invested by funds: $12.8B → $10.3B (-$2.54B)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

54% less call options, than puts

Call options by funds: $88.4M | Put options by funds: $193M

Holders
505
Holders Change
+4
Holders Change %
+0.8%
% of All Funds
14.1%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.22%
New
71
Increased
194
Reduced
168
Closed
66
Calls
$88.4M
Puts
$193M
Net Calls
-$105M
Net Calls Change
-$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
451
Whittier Trust
California
$29K -$16K -2,180 -33%
GAM
452
Gemmer Asset Management
California
$27K
Carson Wealth (CWM LLC)
453
Carson Wealth (CWM LLC)
Nebraska
$26K +$28.7K +3,920 New
BAM
454
Brave Asset Management
New Jersey
$26K +$29.3K +4,000 New
NSIM
455
North Star Investment Management
Illinois
$26K +$29.3K +4,000 New
MIC
456
MU Investments Company
Japan
$25K
WA
457
Waverly Advisors
Alabama
$22K +$25.1K +3,430 New
CL
458
CSS LLC
Illinois
$21K +$23.1K +3,150 New
N
459
Nuveen
North Carolina
$20.4K +$1.53M +209,080 +7%
MFS
460
MSI Financial Services
Massachusetts
$20K -$20.6K -2,810 -48%
BCM
461
Brookstone Capital Management
Illinois
$20K
RFA
462
Reilly Financial Advisors
California
$20K
CF
463
CenterStar Fund
Illinois
$19K
WA
464
WFG Advisors
Texas
$18K +$147 +20 +0.7%
MUS
465
Mitsubishi UFJ Securities
Japan
$16K -$22.7K -3,100 -56%
OSAM
466
O'Shaughnessy Asset Management
Connecticut
$15K -$111K -15,210 -87%
LWA
467
Lenox Wealth Advisors
New York
$15K +$16.5K +2,250 New
PMFA
468
Plante Moran Financial Advisors
Michigan
$15K +$17.4K +2,370 New
CBT
469
Central Bank & Trust
Kentucky
$14K -$4.54K -620 -22%
RA
470
Rational Advisors
New York
$13K
S
471
SignatureFD
Georgia
$11K -$5.35K -730 -30%
Manulife (Manufacturers Life Insurance)
472
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.7K -$4.57M -623,970 -28%
LNB
473
Ledyard National Bank
$10K
TFO
474
Tarbox Family Office
California
$10K
AW
475
Alpha Windward
Massachusetts
$8K -$431K -58,800 -98%

LRCX Hedge Fund Activity: Q3 2015 in Review

505 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q3 2015, worth a combined $10.3B — down 20% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new LRCX positions and 66 closed out — a net gain of 5 holders — while 194 added to existing stakes and 168 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $228M. The largest seller was T. Rowe Price Associates, cutting an estimated $161M.

  • 505 institutional investors held Lam Research (LRCX) as of Q3 2015, up from 501 in Q2 2015.
  • Funds reported $10.3B of Lam Research stock for Q3 2015, down 20% quarter-over-quarter.
  • 71 funds opened new Lam Research positions in Q3 2015 and 66 closed out, a net change of +5 holders.
  • The largest Lam Research buyer in Q3 2015 was Citadel Advisors, an estimated $228M added.
  • The largest Lam Research seller in Q3 2015 was T. Rowe Price Associates, an estimated $161M sold.

Based on aggregated 13F filings for Q3 2015.