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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
IUHSA
676
Itau Unibanco Holding S.A.
Brazil
$57K -$111K -7,750 -65%
FHA
677
Flagship Harbor Advisors
Massachusetts
$57K -$46K -3,210 -43%
BFEC
678
Benjamin F. Edwards & Company
Missouri
$53K -$143 -10 -0.3%
EWA
679
Evolution Wealth Advisors
Florida
$53K +$55.8K +3,890 New
BOPW
680
Brandywine Oak Private Wealth
Pennsylvania
$52K +$55.6K +3,880 New
BCM
681
Blume Capital Management
California
$50K
FHB
682
First Hawaiian Bank
Hawaii
$48K -$176K -12,250 -78%
JA
683
JOYN Advisors
Georgia
$48K +$16.2K +1,130 +48%
PFBT
684
Parkside Financial Bank & Trust
Missouri
$47K +$15.3K +1,070 +45%
ED
685
Exane Derivatives
France
$45.7K -$201K -14,000 -81%
RWA
686
Ropes Wealth Advisors
Massachusetts
$44K
AWM
687
AllSquare Wealth Management
New York
$41K +$12K +840 +39%
PFO
688
Pathstone Family Office
New Jersey
$38K +$11.6K +810 +41%
TCOV
689
Trust Company of Vermont
Vermont
$36K -$10K -700 -21%
JCM
690
Jacobi Capital Management
Pennsylvania
$34K
TF
691
Tompkins Financial
New York
$33K -$22.4K -1,560 -39%
Carson Wealth (CWM LLC)
692
Carson Wealth (CWM LLC)
Nebraska
$33K -$2.72K -190 -7%
Schroder Investment Management Group
693
Schroder Investment Management Group
United Kingdom
$32.7K -$3.22M -225,000 -9%
SWP
694
Strategic Wealth Partners
Ohio
$32K
BWP
695
Baldwin Wealth Partners
Massachusetts
$31K
FHA
696
First Horizon Advisors
Tennessee
$28K +$12.9K +900 +72%
GT
697
Glenmede Trust
Pennsylvania
$27.8K -$34.4M -2,402,410 -54%
PVH
698
Psagot Value Holdings
Israel
$27K -$28.7K -2,000 -50%
LJHT
699
Laurie J. Hall Trustee
$27K -$10K -700 -39%
BWA
700
BDO Wealth Advisors
Florida
$27K -$7.17K -500 -20%

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.