We are live on ! Find out more
LRCX icon

Lam Research

809 hedge funds and large institutions have $18.3B invested in Lam Research in 2018 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 231 increasing their positions, 357 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 124

1% less funds holding

Funds holding: 815809 (-6)

8% less call options, than puts

Call options by funds: $647M | Put options by funds: $704M

14% less capital invested

Capital invested by funds: $21.2B → $18.3B (-$2.95B)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

35% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 357

44.2% less ownership

Funds ownership: 919.23%875.03% (-44%)

Holders
809
Holders Change
-6
Holders Change %
-0.74%
% of All Funds
18.03%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
125
Increased
231
Reduced
357
Closed
124
Calls
$647M
Puts
$704M
Net Calls
-$57.1M
Net Calls Change
+$732M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
651
Intercontinental Wealth Advisors
Texas
$120K +$127K +8,830 New
S
652
Seeyond
France
$107K +$113K +7,890 New
IA
653
IFP Advisors
Florida
$103K -$40.3K -2,810 -27%
MCA
654
Mercer Capital Advisers
New Jersey
$102K
PWMG
655
Prestige Wealth Management Group
New Jersey
$99K +$105K +7,300 New
GWM
656
Geneos Wealth Management
Colorado
$97K +$52.3K +3,650 +103%
APA
657
American Portfolios Advisors
New York
$96.6K -$109K -7,600 -52%
NSIM
658
North Star Investment Management
Illinois
$89K
CAW
659
Cornerstone Advisors (Washington)
Washington
$89K +$4.16K +290 +5%
EMG
660
ETF Managers Group
New Jersey
$89K +$14.3K +1,000 +18%
MUS
661
Mitsubishi UFJ Securities
Japan
$87K -$47.3K -3,300 -34%
BDS
662
Banco de Sabadell
Florida
$85K
SF
663
Synovus Financial
Georgia
$82K -$277K -19,320 -77%
BLA
664
Balter Liquid Alternatives
Massachusetts
$82K
PA
665
Parallel Advisors
California
$80K +$17.5K +1,220 +26%
CCM
666
Covington Capital Management
California
$78K -$3.58K -250 -4%
CCA
667
Catalyst Capital Advisors
New York
$68K
CIAS
668
Capital Investment Advisory Services
North Carolina
$68K +$71.7K +5,000 New
BTNA
669
Bremer Trust National Association
Minnesota
$67K +$70.5K +4,920 New
IIM
670
Ipswich Investment Management
Massachusetts
$67K +$70.9K +4,950 New
GLI
671
Guardian Life Insurance
New York
$61K
SLF
672
Sun Life Financial
Ontario, Canada
$60K +$143 +10 +0.2%
KA
673
Kaizen Advisory
Illinois
$59K +$6.59K +460 +12%
LFA
674
Legacy Financial Advisors
Kentucky
$59K +$28.5K +1,990 +85%
WOC
675
West Oak Capital
California
$57.9K -$17.9K -1,250 -23%

LRCX Hedge Fund Activity: Q4 2018 in Review

809 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q4 2018, worth a combined $18.3B — down 14% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new LRCX positions and 124 closed out — a net gain of 1 holder — while 231 added to existing stakes and 357 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $446M. The largest seller was T. Rowe Price Associates, cutting an estimated $757M.

  • 809 institutional investors held Lam Research (LRCX) as of Q4 2018, down from 815 in Q3 2018.
  • Funds reported $18.3B of Lam Research stock for Q4 2018, down 14% quarter-over-quarter.
  • 125 funds opened new Lam Research positions in Q4 2018 and 124 closed out, a net change of +1 holder.
  • The largest Lam Research buyer in Q4 2018 was Fidelity Investments, an estimated $446M added.
  • The largest Lam Research seller in Q4 2018 was T. Rowe Price Associates, an estimated $757M sold.

Based on aggregated 13F filings for Q4 2018.