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Lam Research

978 hedge funds and large institutions have $30.2B invested in Lam Research in 2020 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 328 increasing their positions, 426 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 122

2% less funds holding

Funds holding: 997978 (-19)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

4.09% less ownership

Funds ownership: 869.53%865.44% (-4.1%)

18% less capital invested

Capital invested by funds: $36.8B → $30.2B (-$6.63B)

23% less repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 426

29% less call options, than puts

Call options by funds: $715M | Put options by funds: $1B

Holders
978
Holders Change
-19
Holders Change %
-1.91%
% of All Funds
21.55%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.66%
New
114
Increased
328
Reduced
426
Closed
122
Calls
$715M
Puts
$1B
Net Calls
-$289M
Net Calls Change
+$843M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
526
SkyOak Wealth
Michigan
$849K -$557K -19,340 -35%
JFGIW
527
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$849K -$44.1K -1,530 -4%
MCM
528
Murphy Capital Management
New Jersey
$840K -$158K -5,500 -14%
CC
529
Cognios Capital
Kansas
$840K +$1.01M +35,040 New
LIA
530
LS Investment Advisors
Michigan
$838K -$360K -12,490 -26%
OGC
531
Oak Grove Capital
New Hampshire
$835K +$1M +34,810 New
SBIA
532
Sheaff Brock Investment Advisors
Indiana
$830K +$452K +15,700 +83%
QI
533
Qtron Investments
Massachusetts
$825K +$173K +6,000 +21%
IRF
534
IBM Retirement Fund
New York
$820K +$369K +12,830 +60%
BRWA
535
B. Riley Wealth Advisors
Florida
$818K -$51.3K -1,780 -5%
CM
536
Caption Management
Oklahoma
$816K +$979K +34,000 New
CTC
537
Central Trust Company
Missouri
$814K -$119K -4,140 -11%
PI
538
PFS Investments
Georgia
$814K +$588K +20,420 +151%
CWM
539
Confluence Wealth Management
Oregon
$806K +$113K +3,940 +13%
CICI
540
Capital Investment Counsel Inc
North Carolina
$805K -$287K -9,960 -23%
MHIC
541
Marble Harbor Investment Counsel
Massachusetts
$804K -$14.4K -500 -1%
YMRC
542
Yorktown Management & Research Company
Virginia
$792K -$489K -17,000 -34%
BPCA
543
Bank Pictet & Cie (Asia)
Singapore
$792K -$160K -5,570 -14%
O
544
Ossiam
France
$785K +$336K +11,660 +55%
QCG
545
Quadrant Capital Group
Ohio
$779K +$9.21K +320 +1%
SMH
546
Sanders Morris Harris
Texas
$777K -$4.48M -155,630 -81%
CCM
547
Cadence Capital Management
Massachusetts
$776K +$355K +12,320 +62%
HEIP
548
Hudson Edge Investment Partners
New Jersey
$769K -$28.8K -1,000 -3%
FMBTD
549
First Midwest Bank Trust Division
Illinois
$752K
AC
550
Allstate Corporation
Illinois
$751K -$2.21M -76,710 -71%

LRCX Hedge Fund Activity: Q1 2020 in Review

978 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q1 2020, worth a combined $30.2B — down 18% from $36.8B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of LRCX and 114 opened new positions — a net loss of 8 holders — while 426 trimmed existing stakes and 328 added.

The largest buyer was JP Morgan Chase, adding an estimated $692M. The largest seller was Ameriprise, cutting an estimated $408M.

  • 978 institutional investors held Lam Research (LRCX) as of Q1 2020, down from 997 in Q4 2019.
  • Funds reported $30.2B of Lam Research stock for Q1 2020, down 18% quarter-over-quarter.
  • 114 funds opened new Lam Research positions in Q1 2020 and 122 closed out, a net change of -8 holders.
  • The largest Lam Research buyer in Q1 2020 was JP Morgan Chase, an estimated $692M added.
  • The largest Lam Research seller in Q1 2020 was Ameriprise, an estimated $408M sold.

Based on aggregated 13F filings for Q1 2020.