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Lam Research

809 hedge funds and large institutions have $18.3B invested in Lam Research in 2018 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 231 increasing their positions, 357 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 124

1% less funds holding

Funds holding: 815809 (-6)

8% less call options, than puts

Call options by funds: $647M | Put options by funds: $704M

14% less capital invested

Capital invested by funds: $21.2B → $18.3B (-$2.95B)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

35% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 357

44.2% less ownership

Funds ownership: 919.23%875.03% (-44%)

Holders
809
Holders Change
-6
Holders Change %
-0.74%
% of All Funds
18.03%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
125
Increased
231
Reduced
357
Closed
124
Calls
$647M
Puts
$704M
Net Calls
-$57.1M
Net Calls Change
+$732M
Name Holding Trade Value Shares
Change
Change in
Stake
MHIC
476
Marble Harbor Investment Counsel
Massachusetts
$572K
AP
477
Advisor Partners
California
$572K +$34.3K +2,390 +6%
FBFS
478
First Business Financial Services
Wisconsin
$571K +$17.3K +1,210 +3%
BFM
479
Boothbay Fund Management
New York
$571K +$601K +41,930 New
CCM
480
Cadence Capital Management
Massachusetts
$567K -$3.56M -248,090 -86%
TAM
481
Tyers Asset Management
Texas
$566K -$2.57M -179,520 -81%
CG
482
CFO4Life Group
Texas
$565K -$11.2K -780 -2%
GFPC
483
Global Financial Private Capital
Florida
$564K -$442K -30,840 -43%
WIM
484
Westside Investment Management
California
$561K -$2.29K -160 -0.4%
HF
485
HRT Financial
New York
$559K -$4.83M -336,700 -89%
SWP
486
Stratos Wealth Partners
Ohio
$540K -$24.4K -1,700 -4%
TSS
487
Two Sigma Securities
New York
$535K -$55.8K -3,890 -9%
HAM
488
Highstreet Asset Management
Ontario, Canada
$535K +$25.8K +1,800 +5%
SC
489
SRB Corp
Massachusetts
$534K +$109K +7,610 +24%
HEIP
490
Hudson Edge Investment Partners
New Jersey
$531K +$31.1K +2,170 +6%
O
491
Ossiam
France
$527K +$555K +38,730 New
OAM
492
Oxford Asset Management
United Kingdom
$522K +$549K +38,310 New
LFASL
493
Lugano Financial Advisors SA (LFA)
Switzerland
$519K
CS
494
Comerica Securities
Michigan
$518K -$857K -59,770 -61%
BCA
495
Bray Capital Advisors
Florida
$511K +$93.2K +6,500 +21%
RC
496
RegentAtlantic Capital
New Jersey
$510K +$200K +13,940 +59%
MFG
497
Magnus Financial Group
New York
$508K +$534K +37,290 New
WTC
498
WhitTier Trust Company
Nevada
$500K -$1.31M -91,470 -71%
BCM
499
BBT Capital Management
Texas
$496K -$503K -35,110 -49%
Koshinski Asset Management
500
Koshinski Asset Management
Illinois
$491K -$2.73M -190,150 -84%

LRCX Hedge Fund Activity: Q4 2018 in Review

809 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q4 2018, worth a combined $18.3B — down 14% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new LRCX positions and 124 closed out — a net gain of 1 holder — while 231 added to existing stakes and 357 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $446M. The largest seller was T. Rowe Price Associates, cutting an estimated $757M.

  • 809 institutional investors held Lam Research (LRCX) as of Q4 2018, down from 815 in Q3 2018.
  • Funds reported $18.3B of Lam Research stock for Q4 2018, down 14% quarter-over-quarter.
  • 125 funds opened new Lam Research positions in Q4 2018 and 124 closed out, a net change of +1 holder.
  • The largest Lam Research buyer in Q4 2018 was Fidelity Investments, an estimated $446M added.
  • The largest Lam Research seller in Q4 2018 was T. Rowe Price Associates, an estimated $757M sold.

Based on aggregated 13F filings for Q4 2018.