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Lam Research

816 hedge funds and large institutions have $21.2B invested in Lam Research in 2018 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 278 increasing their positions, 358 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

51.72% more ownership

Funds ownership: 867.51%919.23% (+52%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

8% less funds holding

Funds holding: 888816 (-72)

14% less capital invested

Capital invested by funds: $24.6B → $21.2B (-$3.34B)

22% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 358

48% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 130

65% less call options, than puts

Call options by funds: $434M | Put options by funds: $1.22B

Holders
816
Holders Change
-72
Holders Change %
-8.11%
% of All Funds
18.65%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
68
Increased
278
Reduced
358
Closed
130
Calls
$434M
Puts
$1.22B
Net Calls
-$790M
Net Calls Change
-$331M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
26
Wellington Management Group
Massachusetts
$179M -$102M -5,976,020 -34%
AL
27
Appaloosa LP
New Jersey
$178M -$35M -2,050,000 -15%
Morgan Stanley
28
Morgan Stanley
New York
$171M -$68.7M -4,023,190 -26%
UBS AM
29
UBS AM
Illinois
$166M +$457K +26,770 +0.2%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$155M +$10.8M +634,390 +7%
Renaissance Technologies
31
Renaissance Technologies
New York
$152M +$137M +8,045,000 +414%
American Century Companies
32
American Century Companies
Missouri
$151M +$21.4M +1,255,380 +14%
Capital Research Global Investors
33
Capital Research Global Investors
California
$150M -$254M -14,886,210 -60%
Artisan Partners
34
Artisan Partners
Wisconsin
$144M +$16M +935,820 +11%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$132M -$33.1M -1,939,630 -18%
TCIM
36
TIAA CREF Investment Management
New York
$132M -$31.3M -1,829,970 -17%
Fidelity International
37
Fidelity International
Bermuda
$110M +$26.9M +1,573,800 +28%
Legal & General Group
38
Legal & General Group
United Kingdom
$109M +$994K +58,230 +0.8%
APG Asset Management
39
APG Asset Management
Netherlands
$108M +$2.13M +125,000 +2%
Parnassus Investments
40
Parnassus Investments
California
$106M +$107M +6,250,000 +833%
Charles Schwab
41
Charles Schwab
California
$103M -$8.57M -501,950 -7%
First Trust Advisors
42
First Trust Advisors
Illinois
$102M -$26.9M -1,577,680 -19%
Voloridge Investment Management
43
Voloridge Investment Management
Florida
$100M +$113M +6,600,080 New
Adage Capital Partners
44
Adage Capital Partners
Massachusetts
$99.8M +$30.2M +1,769,330 +37%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$85.4M +$3.5M +205,180 +4%
RC
46
RGM Capital
Florida
$82.4M +$41.1M +2,405,720 +79%
Swiss National Bank
47
Swiss National Bank
Switzerland
$79.5M -$2.54M -149,000 -3%
PPA
48
Parametric Portfolio Associates
Washington
$73.7M -$4.87M -284,950 -6%
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$71.4M +$72.6M +4,248,640 +926%
Alkeon Capital Management
50
Alkeon Capital Management
New York
$68.9M -$64.7M -3,790,000 -45%

LRCX Hedge Fund Activity: Q3 2018 in Review

816 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q3 2018, worth a combined $21.2B — down 14% from $24.6B a quarter earlier.

Sellers outnumbered buyers: 130 funds closed out of LRCX and 68 opened new positions — a net loss of 62 holders — while 358 trimmed existing stakes and 278 added.

The largest buyer was Franklin Resources, adding an estimated $342M. The largest seller was Capital Research Global Investors, cutting an estimated $254M.

  • 816 institutional investors held Lam Research (LRCX) as of Q3 2018, down from 888 in Q2 2018.
  • Funds reported $21.2B of Lam Research stock for Q3 2018, down 14% quarter-over-quarter.
  • 68 funds opened new Lam Research positions in Q3 2018 and 130 closed out, a net change of -62 holders.
  • The largest Lam Research buyer in Q3 2018 was Franklin Resources, an estimated $342M added.
  • The largest Lam Research seller in Q3 2018 was Capital Research Global Investors, an estimated $254M sold.

Based on aggregated 13F filings for Q3 2018.