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Lam Research

1,260 hedge funds and large institutions have $70.6B invested in Lam Research in 2021 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 416 increasing their positions, 506 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 185 | Existing positions closed: 86

23% more capital invested

Capital invested by funds: $57.5B → $70.6B (+$13.2B)

20% more funds holding in top 10

Funds holding in top 10: 4554 (+9)

8% more funds holding

Funds holding: 1,1701,260 (+90)

10.28% less ownership

Funds ownership: 843.5%833.22% (-10%)

16% less call options, than puts

Call options by funds: $1.84B | Put options by funds: $2.19B

18% less repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 506

Holders
1,260
Holders Change
+90
Holders Change %
+7.69%
% of All Funds
22.12%
Holding in Top 10
54
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20%
% of All Funds
0.95%
New
185
Increased
416
Reduced
506
Closed
86
Calls
$1.84B
Puts
$2.19B
Net Calls
-$351M
Net Calls Change
+$781M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
601
Avitas Wealth Management
California
$1.88M +$681K +12,500 +65%
CIP
602
Cornerstone Investment Partners
Georgia
$1.88M -$1.64K -30 -0.1%
SFS
603
Sowell Financial Services
Arkansas
$1.88M +$329K +6,030 +25%
DF
604
Donoghue Forlines
Massachusetts
$1.87M +$1.71M +31,460 New
MFGM
605
Marshall Financial Group (Maryland)
Maryland
$1.87M -$28.3K -520 -2%
MA
606
Montag & Associates
Georgia
$1.86M +$1.7M +31,290 New
SF
607
Synovus Financial
Georgia
$1.85M +$167K +3,070 +11%
HVM
608
Harvest Volatility Management
Connecticut
$1.84M +$636K +11,680 +61%
MIP
609
Marietta Investment Partners
Wisconsin
$1.84M -$276K -5,070 -14%
SA
610
SRN Advisors
Pennsylvania
$1.83M -$315K -5,790 -16%
RIL
611
Rothschild Investment LLC
Illinois
$1.83M +$50.7K +930 +3%
WC
612
Westhampton Capital
North Carolina
$1.83M -$30.5K -560 -2%
PCM
613
Prelude Capital Management
New York
$1.83M +$217K +3,980 +15%
HIIFS
614
Harel Insurance Investments & Financial Services
Israel
$1.82M -$125K -2,290 -20%
BCI
615
Brinker Capital Investments
Pennsylvania
$1.81M -$1.82M -33,490 -52%
OWM
616
OneAscent Wealth Management
Alabama
$1.81M -$36.5K -670 -2%
HW
617
Hancock Whitney
Mississippi
$1.8M -$974K -17,870 -37%
GSEP
618
Golden State Equity Partners
California
$1.78M -$246K -4,510 -13%
CAI
619
Capital Advisors Inc
Oklahoma
$1.78M
LS
620
Leelyn Smith
Illinois
$1.78M +$97.5K +1,790 +6%
CIS
621
Capital International Sarl
California
$1.77M -$93.7K -1,720 -5%
MHIC
622
Marble Harbor Investment Counsel
Massachusetts
$1.76M -$27.2K -500 -2%
NFG
623
Next Financial Group
Texas
$1.75M +$1.31M +24,050 +446%
KIA
624
KCM Investment Advisors
California
$1.74M +$173K +3,170 +12%
ACA
625
Atlas Capital Advisors
Wyoming
$1.74M -$244K -4,480 -13%

LRCX Hedge Fund Activity: Q1 2021 in Review

1,260 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q1 2021, worth a combined $70.6B — up 23% from $57.5B a quarter earlier.

Buyers outnumbered sellers: 185 funds opened new LRCX positions and 86 closed out — a net gain of 99 holders — while 416 added to existing stakes and 506 trimmed.

The largest buyer was DZ Bank, adding an estimated $611M. The largest seller was T. Rowe Price Associates, cutting an estimated $827M.

  • 1,260 institutional investors held Lam Research (LRCX) as of Q1 2021, up from 1,170 in Q4 2020.
  • Funds reported $70.6B of Lam Research stock for Q1 2021, up 23% quarter-over-quarter.
  • 185 funds opened new Lam Research positions in Q1 2021 and 86 closed out, a net change of +99 holders.
  • The largest Lam Research buyer in Q1 2021 was DZ Bank, an estimated $611M added.
  • The largest Lam Research seller in Q1 2021 was T. Rowe Price Associates, an estimated $827M sold.

Based on aggregated 13F filings for Q1 2021.