We are live on ! Find out more
LRCX icon

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
OWA
501
Outlook Wealth Advisors
Texas
$491K +$51.7K +3,610 New
SB
502
Suntrust Banks
Georgia
$489K -$351K -24,520 -41%
GW
503
GW & Wade
Massachusetts
$489K +$1.29K +90 +0.3%
AIP
504
ARS Investment Partners
New York
$483K -$6.18M -431,120 -92%
CC
505
Cypress Capital
Tennessee
$483K +$508K +35,470 New
KOCAA
506
Knights of Columbus Asset Advisors
Connecticut
$478K -$186K -12,980 -27%
RFC
507
Regions Financial Corp
Alabama
$476K +$67.2K +4,690 +16%
DSA
508
Davis Selected Advisers
Arizona
$475K
AI
509
Atria Investments
North Carolina
$466K +$33K +2,300 +7%
HNB
510
Huntington National Bank
Ohio
$464K -$237K -16,570 -33%
ECM
511
Everence Capital Management
Indiana
$461K
FT
512
Fiduciary Trust
Massachusetts
$460K -$198K -13,790 -29%
RBA
513
Richard Bernstein Advisors
New York
$450K
TWI
514
Thomas White International
Illinois
$449K +$204K +14,250 +76%
CAM
515
Cozad Asset Management
Illinois
$447K -$2.65M -184,950 -85%
SFM
516
Systematic Financial Management
New Jersey
$447K -$24.7K -1,720 -5%
BAM
517
Belpointe Asset Management
Nevada
$445K +$56.6K +3,950 +14%
HAG
518
HighPoint Advisor Group
Illinois
$445K +$69.9K +4,880 +25%
SC
519
Scotia Capital
Ontario, Canada
$444K -$549K -38,290 -54%
FVWA
520
Foster Victor Wealth Advisors
South Carolina
$439K +$462K +32,210 New
CHAM
521
Clear Harbor Asset Management
Connecticut
$436K +$459K +32,000 New
CA
522
Cetera Advisors
Colorado
$434K -$2.87K -200 -0.6%
SBIA
523
Sheaff Brock Investment Advisors
Indiana
$429K -$760K -53,000 -63%
LOAMS
524
Lombard Odier Asset Management (Switzerland)
Switzerland
$427K -$661K -46,100 -60%
CI
525
Conning Inc
Connecticut
$427K -$58.8K -4,100 -12%

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.