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Lam Research

850 hedge funds and large institutions have $23.5B invested in Lam Research in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 262 increasing their positions, 347 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

53% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 89

29% more capital invested

Capital invested by funds: $18.3B → $23.5B (+$5.23B)

5% more funds holding

Funds holding: 810850 (+40)

12.54% less ownership

Funds ownership: 875.03%862.49% (-13%)

24% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 347

38% less call options, than puts

Call options by funds: $652M | Put options by funds: $1.06B

Holders
850
Holders Change
+40
Holders Change %
+4.94%
% of All Funds
18.39%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.3%
New
136
Increased
262
Reduced
347
Closed
89
Calls
$652M
Puts
$1.06B
Net Calls
-$406M
Net Calls Change
-$349M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
576
Cerity Partners
New York
$413K -$116K -6,940 -23%
Rockefeller Capital Management
577
Rockefeller Capital Management
New York
$413K +$97.8K +5,860 +34%
CBT
578
Central Bank & Trust
Kentucky
$412K +$77.9K +4,670 +25%
SSA
579
Schonfeld Strategic Advisors
New York
$409K -$3.55M -212,630 -90%
SWRP
580
Summit Wealth & Retirement Planning
California
$407K -$1.67K -100 -0.4%
LC
581
LCNB Corp
Ohio
$404K +$126K +7,570 +51%
WEC
582
Winslow Evans & Crocker
Massachusetts
$400K -$6.67K -400 -2%
HIC
583
Holderness Investments Company
North Carolina
$399K -$2.5K -150 -0.7%
BPM
584
Bowling Portfolio Management
Ohio
$397K -$1.13M -67,790 -75%
CSA
585
Cottage Street Advisors
Massachusetts
$394K -$50.1K -3,000 -12%
GCA
586
Gradient Capital Advisors
California
$393K +$25.2K +1,510 +7%
BP
587
Ballentine Partners
Massachusetts
$385K +$1.83K +110 +0.5%
VFA
588
Voya Financial Advisors
Connecticut
$384K +$53.4K +3,200 +17%
MC
589
Matisse Capital
Oregon
$380K -$142K -8,500 -29%
IWM
590
IHT Wealth Management
Illinois
$380K -$6.67K -400 -2%
OWA
591
Outlook Wealth Advisors
Texas
$379K +$293K +17,560 +486%
MC
592
Moors & Cabot
Massachusetts
$374K -$5.01K -300 -1%
ACPU
593
Arrowgrass Capital Partners (US)
Delaware
$373K -$728K -43,610 -68%
MC
594
Middleton & Co
Massachusetts
$372K
LJAC
595
L.J. Altfest & Co
New York
$371K -$583K -34,920 -63%
USGIU
596
U.S. Global Investors (USGI)
Texas
$370K +$33.4K +2,000 +11%
TSWM
597
Triangle Securities Wealth Management
North Carolina
$367K +$342K +20,500 New
MWC
598
MBM Wealth Consultants
Missouri
$364K +$27K +1,620 +9%
CAN
599
Cetera Advisor Networks
California
$359K +$3.84K +230 +1%
PFO
600
Pathstone Family Office
New Jersey
$356K +$285K +17,090 +608%

LRCX Hedge Fund Activity: Q1 2019 in Review

850 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q1 2019, worth a combined $23.5B — up 29% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new LRCX positions and 89 closed out — a net gain of 47 holders — while 262 added to existing stakes and 347 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $244M. The largest seller was Franklin Resources, cutting an estimated $258M.

  • 850 institutional investors held Lam Research (LRCX) as of Q1 2019, up from 810 in Q4 2018.
  • Funds reported $23.5B of Lam Research stock for Q1 2019, up 29% quarter-over-quarter.
  • 136 funds opened new Lam Research positions in Q1 2019 and 89 closed out, a net change of +47 holders.
  • The largest Lam Research buyer in Q1 2019 was Capital World Investors, an estimated $244M added.
  • The largest Lam Research seller in Q1 2019 was Franklin Resources, an estimated $258M sold.

Based on aggregated 13F filings for Q1 2019.