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Lam Research

978 hedge funds and large institutions have $30.2B invested in Lam Research in 2020 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 328 increasing their positions, 426 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 122

2% less funds holding

Funds holding: 997978 (-19)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

4.09% less ownership

Funds ownership: 869.53%865.44% (-4.1%)

18% less capital invested

Capital invested by funds: $36.8B → $30.2B (-$6.63B)

23% less repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 426

29% less call options, than puts

Call options by funds: $715M | Put options by funds: $1B

Holders
978
Holders Change
-19
Holders Change %
-1.91%
% of All Funds
21.55%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.66%
New
114
Increased
328
Reduced
426
Closed
122
Calls
$715M
Puts
$1B
Net Calls
-$289M
Net Calls Change
+$843M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
651
Circle Wealth Management
New Jersey
$466K -$134K -4,640 -19%
LS
652
Leelyn Smith
Illinois
$464K +$42K +1,460 +8%
ARMT
653
Amica Retiree Medical Trust
Rhode Island
$462K +$360K +12,490 +184%
Connor, Clark & Lunn Investment Management (CC&L)
654
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$460K -$291K -10,100 -35%
OWA
655
Outlook Wealth Advisors
Texas
$458K +$44.1K +1,530 +9%
SW
656
SVB Wealth
Massachusetts
$455K +$279K +9,700 +105%
SPIA
657
Steward Partners Investment Advisory
New York
$449K -$227K -7,900 -30%
II
658
Inspire Investing
Idaho
$444K -$91.3K -3,170 -15%
TSWM
659
Triangle Securities Wealth Management
North Carolina
$442K -$20.7K -720 -4%
BRG
660
Bay Rivers Group
Virginia
$439K -$38.6K -1,340 -7%
GC
661
Globeflex Capital
California
$439K
PA
662
PFG Advisors
Arizona
$437K +$471K +16,370 New
SCA
663
Snowden Capital Advisors
New York
$436K +$35.7K +1,240 +7%
WIS
664
Wright Investors Service
Connecticut
$434K +$3.74K +130 +0.7%
CWA
665
Carolina Wealth Advisors
South Carolina
$434K +$270K +9,370 +108%
FL
666
Fort LP
Maryland
$433K -$55.3K -1,920 -10%
FFA
667
First Foundation Advisors
California
$433K +$5.76K +200 +1%
AW
668
Alpha Windward
Massachusetts
$423K -$51.8K -1,800 -9%
Voloridge Investment Management
669
Voloridge Investment Management
Florida
$421K +$505K +17,540 New
IA
670
IFP Advisors
Florida
$417K -$159K -5,530 -26%
HF
671
HRT Financial
New York
$417K +$501K +17,400 New
GT
672
Greenleaf Trust
Michigan
$416K +$40.6K +1,410 +9%
BAM
673
Belpointe Asset Management
Nevada
$414K -$803K -27,880 -62%
TWI
674
Thomas White International
Illinois
$412K -$455K -15,800 -48%
MTC
675
McDaniel Terry & Co
Texas
$411K +$72.6K +2,520 +17%

LRCX Hedge Fund Activity: Q1 2020 in Review

978 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q1 2020, worth a combined $30.2B — down 18% from $36.8B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of LRCX and 114 opened new positions — a net loss of 8 holders — while 426 trimmed existing stakes and 328 added.

The largest buyer was JP Morgan Chase, adding an estimated $692M. The largest seller was Ameriprise, cutting an estimated $408M.

  • 978 institutional investors held Lam Research (LRCX) as of Q1 2020, down from 997 in Q4 2019.
  • Funds reported $30.2B of Lam Research stock for Q1 2020, down 18% quarter-over-quarter.
  • 114 funds opened new Lam Research positions in Q1 2020 and 122 closed out, a net change of -8 holders.
  • The largest Lam Research buyer in Q1 2020 was JP Morgan Chase, an estimated $692M added.
  • The largest Lam Research seller in Q1 2020 was Ameriprise, an estimated $408M sold.

Based on aggregated 13F filings for Q1 2020.