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Lam Research

1,040 hedge funds and large institutions have $40.8B invested in Lam Research in 2020 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 402 increasing their positions, 384 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 384

0% less capital invested

Capital invested by funds: $40.8B → $40.8B (-$43.7M)

6% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 112

2% less funds holding

Funds holding: 1,0571,040 (-17)

22.18% less ownership

Funds ownership: 869.67%847.49% (-22%)

23% less funds holding in top 10

Funds holding in top 10: 3527 (-8)

39% less call options, than puts

Call options by funds: $1.06B | Put options by funds: $1.74B

Holders
1,040
Holders Change
-17
Holders Change %
-1.61%
% of All Funds
20.98%
Holding in Top 10
27
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.86%
% of All Funds
0.54%
New
105
Increased
402
Reduced
384
Closed
112
Calls
$1.06B
Puts
$1.74B
Net Calls
-$679M
Net Calls Change
-$237M
Name Holding Trade Value Shares
Change
Change in
Stake
Coatue Management
26
Coatue Management
New York
$316M -$6.55K -190 -0%
PAMU
27
Pictet Asset Management (UK)
United Kingdom
$299M +$126M +3,644,900 +68%
Fisher Asset Management
28
Fisher Asset Management
Washington
$295M +$19.3M +561,260 +7%
UBS AM
29
UBS AM
Illinois
$287M +$13M +378,760 +5%
Alkeon Capital Management
30
Alkeon Capital Management
New York
$285M +$75.8M +2,200,000 +34%
VOYA Investment Management
31
VOYA Investment Management
Georgia
$278M -$165M -4,779,520 -36%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$274M -$4.51M -130,790 -2%
LSV Asset Management
33
LSV Asset Management
Illinois
$264M -$22.5M -652,200 -8%
MC
34
Maverick Capital
Texas
$244M +$174M +5,037,690 +217%
Morgan Stanley
35
Morgan Stanley
New York
$230M +$131M +3,804,730 +121%
Charles Schwab
36
Charles Schwab
California
$229M +$4.05M +117,600 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
37
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$226M +$229M +6,634,470 +3,898%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$200M +$31.4M +911,880 +18%
PPA
39
Parametric Portfolio Associates
Washington
$194M -$8.64M -250,810 -4%
Victory Capital Management
40
Victory Capital Management
Texas
$190M -$7.81M -226,750 -4%
FAM
41
Fred Alger Management
New York
$189M -$43.9M -1,273,560 -18%
Swiss National Bank
42
Swiss National Bank
Switzerland
$187M -$3.62M -105,000 -2%
AQR Capital Management
43
AQR Capital Management
Connecticut
$187M -$63.9M -1,854,670 -25%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$185M -$17.2M -499,320 -8%
VanEck Associates
45
VanEck Associates
New York
$182M +$71.8M +2,083,570 +61%
EIP
46
Epoch Investment Partners
New York
$161M +$17.5M +508,800 +12%
ClearBridge Investments
47
ClearBridge Investments
New York
$145M +$16.3M +473,620 +12%
First Trust Advisors
48
First Trust Advisors
Illinois
$143M -$2.65M -76,850 -2%
UBS Group
49
UBS Group
Switzerland
$142M +$58.2M +1,689,800 +65%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$139M +$1.24M +35,890 +0.9%

LRCX Hedge Fund Activity: Q3 2020 in Review

1,040 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q3 2020, worth a combined $40.8B — down 0.11% from $40.8B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of LRCX and 105 opened new positions — a net loss of 7 holders — while 384 trimmed existing stakes and 402 added.

The largest buyer was Fidelity Investments, adding an estimated $387M. The largest seller was Nordea Investment Management, cutting an estimated $385M.

  • 1,040 institutional investors held Lam Research (LRCX) as of Q3 2020, down from 1,057 in Q2 2020.
  • Funds reported $40.8B of Lam Research stock for Q3 2020, down 0.11% quarter-over-quarter.
  • 105 funds opened new Lam Research positions in Q3 2020 and 112 closed out, a net change of -7 holders.
  • The largest Lam Research buyer in Q3 2020 was Fidelity Investments, an estimated $387M added.
  • The largest Lam Research seller in Q3 2020 was Nordea Investment Management, an estimated $385M sold.

Based on aggregated 13F filings for Q3 2020.