Lam Research
LRCX
526 hedge funds and large institutions have $12.4B invested in Lam Research in 2014 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 179 increasing their positions, 175 reducing their positions, and 33 closing their positions.
206% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 33
13% more funds holding
Funds holding: 465 → 526 (+61)
5% more capital invested
Capital invested by funds: $11.8B → $12.4B (+$642M)
2% more repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 175
20% less funds holding in top 10
Funds holding in top 10: 15 → 12 (-3)
41% less call options, than puts
Call options by funds: $115M | Put options by funds: $194M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$108M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$78.7M |
| 3 |
JP Morgan Chase
New York
|
+$51.1M |
| 4 |
Barclays
London,
United Kingdom
|
+$46.2M |
| 5 |
Millennium Management
New York
|
+$42.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$222M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$87.1M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$77.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$63.5M |
| 5 |
TG
TCW Group
Los Angeles,
California
|
-$63M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
551
KeyBank National Association
Cleveland,
Ohio
| – | -$764K | -102,280 | Closed |
|
|
HAI
552
Hennessy Advisors Inc
Novato,
California
| – | -$260K | -34,800 | Closed |
|
|
BII
553
Bainco International Investors
Boston,
Massachusetts
| – | -$252K | -33,750 | Closed |
|
|
PP
554
Prudential plc
London, England,
United Kingdom
| – | -$247K | -33,000 | Closed |
|
|
AW
555
Alpha Windward
Westwood,
Massachusetts
| – | -$36K | -4,880 | Closed |
|
|
PTC
556
Private Trust Company
Cleveland,
Ohio
| – | -$35K | -4,730 | Closed |
|
|
HR
557
Howe & Rusling
Rochester,
New York
| – | -$19K | -2,610 | Closed |
|
|
LWA
558
Lenox Wealth Advisors
New York
| – | -$7K | -880 | Closed |
|
|
SFSIG
559
San Francisco Sentry Investment Group
San Francisco,
California
| – | -$5K | -700 | Closed |
|
LRCX Hedge Fund Activity: Q4 2014 in Review
526 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q4 2014, worth a combined $12.4B — up 5.4% from $11.8B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new LRCX positions and 33 closed out — a net gain of 68 holders — while 179 added to existing stakes and 175 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $108M. The largest seller was Artisan Partners, cutting an estimated $222M.
- 526 institutional investors held Lam Research (LRCX) as of Q4 2014, up from 465 in Q3 2014.
- Funds reported $12.4B of Lam Research stock for Q4 2014, up 5.4% quarter-over-quarter.
- 101 funds opened new Lam Research positions in Q4 2014 and 33 closed out, a net change of +68 holders.
- The largest Lam Research buyer in Q4 2014 was Bank of New York Mellon, an estimated $108M added.
- The largest Lam Research seller in Q4 2014 was Artisan Partners, an estimated $222M sold.
Based on aggregated 13F filings for Q4 2014.