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Lam Research

651 hedge funds and large institutions have $17.3B invested in Lam Research in 2016 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 204 increasing their positions, 261 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,006.09% more ownership

Funds ownership: 0%1,006.09% (+1,006%)

115% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 46

8% more funds holding

Funds holding: 605651 (+46)

4% more capital invested

Capital invested by funds: $16.6B → $17.3B (+$736M)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

3% less call options, than puts

Call options by funds: $126M | Put options by funds: $130M

22% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 261

Holders
651
Holders Change
+46
Holders Change %
+7.6%
% of All Funds
16.27%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.45%
New
99
Increased
204
Reduced
261
Closed
46
Calls
$126M
Puts
$130M
Net Calls
-$3.92M
Net Calls Change
-$10M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
576
Wealthspire Advisors (Maryland)
Maryland
$50K +$11.8K +1,160 +32%
LJHT
577
Laurie J. Hall Trustee
$46K +$43.7K +4,300 New
PCTC
578
Perkins Coie Trust Company
Washington
$46K +$44K +4,330 New
AIM
579
Advantage Investment Management
Iowa
$45K
AW
580
Alpha Windward
Massachusetts
$41K -$3.56K -350 -8%
SFG
581
SevenBridge Financial Group
Pennsylvania
$39K
Carson Wealth (CWM LLC)
582
Carson Wealth (CWM LLC)
Nebraska
$36K +$4.67K +460 +16%
PA
583
Parallel Advisors
California
$34K +$33K +3,250 New
FHA
584
First Horizon Advisors
Tennessee
$33K
GAM
585
Gemmer Asset Management
California
$33K
NFG
586
Next Financial Group
Texas
$32K
PMFA
587
Plante Moran Financial Advisors
Michigan
$32K +$27.8K +2,740 +1,096%
BWP
588
Baldwin Wealth Partners
Massachusetts
$30K
IWM
589
IHT Wealth Management
Illinois
$30K +$28.6K +2,820 New
EA
590
Edge Advisors
Georgia
$30K +$29.4K +2,890 New
WIM
591
Westside Investment Management
California
$28.2K +$26.3K +2,590 New
FIB
592
First Interstate Bank
Montana
$28K -$3.45K -340 -11%
Northwestern Mutual Wealth Management
593
Northwestern Mutual Wealth Management
Wisconsin
$27K +$26.2K +2,580 New
HMS
594
Hanseatic Management Services
New Mexico
$26K -$5.69K -560 -19%
GWM
595
Geneos Wealth Management
Colorado
$25K
MUS
596
Mitsubishi UFJ Securities
Japan
$25K
Loomis, Sayles & Company
597
Loomis, Sayles & Company
Massachusetts
$24K +$11.1K +1,090 +94%
OC
598
Oakworth Capital
Alabama
$23K
AIL
599
AGF Investments LLC
Ontario, Canada
$22K +$20.5K +2,020 New
SPIA
600
Steward Partners Investment Advisory
New York
$22K +$21.4K +2,110 New

LRCX Hedge Fund Activity: Q4 2016 in Review

651 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q4 2016, worth a combined $17.3B — up 4.4% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new LRCX positions and 46 closed out — a net gain of 53 holders — while 204 added to existing stakes and 261 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $152M. The largest seller was JP Morgan Chase, cutting an estimated $794M.

  • 651 institutional investors held Lam Research (LRCX) as of Q4 2016, up from 605 in Q3 2016.
  • Funds reported $17.3B of Lam Research stock for Q4 2016, up 4.4% quarter-over-quarter.
  • 99 funds opened new Lam Research positions in Q4 2016 and 46 closed out, a net change of +53 holders.
  • The largest Lam Research buyer in Q4 2016 was LSV Asset Management, an estimated $152M added.
  • The largest Lam Research seller in Q4 2016 was JP Morgan Chase, an estimated $794M sold.

Based on aggregated 13F filings for Q4 2016.