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Lam Research

669 hedge funds and large institutions have $21B invested in Lam Research in 2017 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 241 increasing their positions, 261 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 51

44% more funds holding in top 10

Funds holding in top 10: 1826 (+8)

21% more capital invested

Capital invested by funds: $17.3B → $21B (+$3.71B)

3% more funds holding

Funds holding: 651669 (+18)

0.48% more ownership

Funds ownership: 1,006.09%1,006.57% (+0.48%)

8% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 261

24% less call options, than puts

Call options by funds: $90.3M | Put options by funds: $119M

Holders
669
Holders Change
+18
Holders Change %
+2.76%
% of All Funds
16.65%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.65%
New
80
Increased
241
Reduced
261
Closed
51
Calls
$90.3M
Puts
$119M
Net Calls
-$28.5M
Net Calls Change
-$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IPC
601
Independent Portfolio Consultants
Florida
$35K -$60K -5,100 -65%
PA
602
Parallel Advisors
California
$33K -$12.1K -1,030 -32%
SPIA
603
Steward Partners Investment Advisory
New York
$33K +$5.76K +490 +23%
MUS
604
Mitsubishi UFJ Securities
Japan
$31K
WIM
605
Westside Investment Management
California
$30.4K -$2.47K -210 -8%
GWM
606
Geneos Wealth Management
Colorado
$30K -$705 -60 -2%
BIG
607
Bellwether Investment Group
Tennessee
$30K +$21.2K +1,800 +340%
AWM
608
AllSquare Wealth Management
New York
$30K +$27.3K +2,320 New
OC
609
Oakworth Capital
Alabama
$28K
IUHSA
610
Itau Unibanco Holding S.A.
Brazil
$28K +$25.9K +2,200 New
Loomis, Sayles & Company
611
Loomis, Sayles & Company
Massachusetts
$25K -$3.17K -270 -12%
DBT
612
Dubuque Bank & Trust
Iowa
$25K +$4.7K +400 +26%
ANBT
613
American National Bank & Trust
Texas
$24K
IWM
614
IHT Wealth Management
Illinois
$23K -$12.1K -1,030 -37%
VCM
615
Versant Capital Management
Arizona
$23K -$235 -20 -1%
TCOV
616
Trust Company of Vermont
Vermont
$23K
TFO
617
Tarbox Family Office
California
$21K
FHA
618
First Horizon Advisors
Tennessee
$20K -$22.5K -1,910 -57%
Northwestern Mutual Wealth Management
619
Northwestern Mutual Wealth Management
Wisconsin
$19K -$12.9K -1,100 -43%
CCM
620
Cribstone Capital Management
Maine
$19K -$3.17K -270 -16%
WAM
621
Watermark Asset Management
California
$19K +$17K +1,450 New
BFEC
622
Benjamin F. Edwards & Company
Missouri
$18K
SA
623
SpiderRock Advisors
Delaware
$18K
FFC
624
First Financial Corp
Indiana
$17K +$15.3K +1,300 New
EDRH
625
Edmond de Rothschild Holding
Switzerland
$15K +$1.06K +90 +9%

LRCX Hedge Fund Activity: Q1 2017 in Review

669 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q1 2017, worth a combined $21B — up 21% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new LRCX positions and 51 closed out — a net gain of 29 holders — while 241 added to existing stakes and 261 trimmed.

The largest buyer was BlackRock, adding an estimated $1.5B. The largest seller was Maverick Capital, cutting an estimated $209M.

  • 669 institutional investors held Lam Research (LRCX) as of Q1 2017, up from 651 in Q4 2016.
  • Funds reported $21B of Lam Research stock for Q1 2017, up 21% quarter-over-quarter.
  • 80 funds opened new Lam Research positions in Q1 2017 and 51 closed out, a net change of +29 holders.
  • The largest Lam Research buyer in Q1 2017 was BlackRock, an estimated $1.5B added.
  • The largest Lam Research seller in Q1 2017 was Maverick Capital, an estimated $209M sold.

Based on aggregated 13F filings for Q1 2017.