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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
WPSG
651
Wealth & Pension Services Group
Georgia
$237K -$222K -13,310 -50%
IFS
652
Ifrah Financial Services
Arkansas
$236K +$220K +13,160 New
RIS
653
Retirement Income Solutions
Michigan
$232K -$42.5K -2,550 -16%
P
654
Pitcairn
Pennsylvania
$231K -$49.6K -2,970 -19%
IAA
655
Independent Advisor Alliance
North Carolina
$231K +$216K +12,920 New
RWM
656
Rench Wealth Management
Texas
$230K +$214K +12,850 New
CA
657
Clearstead Advisors
Ohio
$229K +$213K +12,790 New
BFO
658
Biltmore Family Office
North Carolina
$227K +$210K +12,610 New
CFGS
659
Concourse Financial Group Securities
Alabama
$226K -$12K -720 -5%
KWM
660
Kingsview Wealth Management
Oregon
$226K +$210K +12,600 New
GT
661
Greenleaf Trust
Michigan
$225K +$209K +12,550 New
AA
662
Apriem Advisors
California
$220K +$205K +12,300 New
FANJ
663
Financial Architects (New Jersey)
New Jersey
$219K +$179K +10,700 +695%
MFG
664
Magnus Financial Group
New York
$216K -$421K -25,210 -68%
WSFS
665
Wilmington Savings Fund Society
Delaware
$216K +$202K +12,110 New
KTC
666
Kistler-Tiffany Companies
Pennsylvania
$215K -$32.2K -1,930 -14%
AF
667
Advisornet Financial
Minnesota
$214K +$200K +11,960 New
TFF
668
The Family Firm
Maryland
$213K +$198K +11,870 New
I
669
IberiaBank
Louisiana
$212K -$76.3K -4,570 -28%
WAM
670
Wealthspire Advisors (Maryland)
Maryland
$211K -$2.17K -130 -1%
OC
671
Oakworth Capital
Alabama
$211K
FAIM
672
Financial Advocates Investment Management
Washington
$210K +$196K +11,720 New
S
673
SignatureFD
Georgia
$206K +$7.67K +460 +4%
MUS
674
Mitsubishi UFJ Securities
Japan
$206K +$85.1K +5,100 +80%
Verition Fund Management
675
Verition Fund Management
Connecticut
$204K -$1.22M -72,860 -86%

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.