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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
QSS
676
Quantitative Systematic Strategies
Florida
$409K +$491K +17,060 New
AIM
677
Axiom Investment Management
New York
$408K +$489K +17,000 New
VFA
678
Values First Advisors
Tennessee
$408K -$53.3K -1,850 -10%
EMG
679
ETF Managers Group
New Jersey
$404K +$46.1K +1,600 +11%
MWC
680
MBM Wealth Consultants
Missouri
$401K -$17.9K -620 -4%
BFO
681
Biltmore Family Office
North Carolina
$398K
CWM
682
Calamos Wealth Management
Illinois
$396K -$107K -3,700 -18%
SC
683
SRB Corp
Massachusetts
$393K -$59.9K -2,080 -11%
SFG
684
SevenBridge Financial Group
Pennsylvania
$391K +$77.7K +2,700 +20%
AS
685
Altshuler Shaham
Israel
$388K +$435K +15,110 +1,511%
HT
686
Heritage Trust
Oklahoma
$387K +$464K +16,130 New
CCA
687
Checchi Capital Advisers
California
$385K +$74.6K +2,590 +19%
HIIFS
688
Harel Insurance Investments & Financial Services
Israel
$384K -$21.3K -740 -4%
SIA
689
Strategic Investment Advisors
Michigan
$383K -$18.4K -640 -4%
IAA
690
Independent Advisor Alliance
North Carolina
$381K -$50.1K -1,740 -10%
S
691
SignatureFD
Georgia
$380K +$51.3K +1,780 +13%
HI
692
Horizon Investments
North Carolina
$378K -$138K -4,790 -23%
AR
693
Advisory Research
Illinois
$373K -$176K -6,120 -28%
EC
694
Estate Counselors
Wisconsin
$372K +$446K +15,500 New
PIM
695
Penobscot Investment Management
Massachusetts
$371K
CGL
696
Clarius Group LLC
Washington
$366K +$34.3K +1,190 +8%
LFDLE
697
La Financiere de L'Echiquier
France
$364K +$103K +3,580 +31%
FCFC
698
First Commonwealth Financial Corp
Pennsylvania
$360K +$432K +14,990 New
KWMG
699
King Wealth Management Group
Florida
$360K +$432K +15,000 New
CL
700
CPWM LLC
Washington
$359K -$576 -20 -0.1%

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.