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Lam Research

816 hedge funds and large institutions have $21.2B invested in Lam Research in 2018 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 278 increasing their positions, 358 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

51.72% more ownership

Funds ownership: 867.51%919.23% (+52%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

8% less funds holding

Funds holding: 888816 (-72)

14% less capital invested

Capital invested by funds: $24.6B → $21.2B (-$3.34B)

22% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 358

48% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 130

65% less call options, than puts

Call options by funds: $434M | Put options by funds: $1.22B

Holders
816
Holders Change
-72
Holders Change %
-8.11%
% of All Funds
18.65%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
68
Increased
278
Reduced
358
Closed
130
Calls
$434M
Puts
$1.22B
Net Calls
-$790M
Net Calls Change
-$331M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
701
Tompkins Financial
New York
$61K -$29.5K -1,730 -30%
PVH
702
Psagot Value Holdings
Israel
$61K
KA
703
Kaizen Advisory
Illinois
$59K
BFEC
704
Benjamin F. Edwards & Company
Missouri
$59K +$25.6K +1,500 +63%
BCM
705
Blume Capital Management
California
$55K
WWMSC
706
Wagner Wealth Management (South Carolina)
South Carolina
$53K -$146K -8,550 -71%
GWM
707
Geneos Wealth Management
Colorado
$53K +$12K +700 +25%
TCOV
708
Trust Company of Vermont
Vermont
$50K -$23.1K -1,350 -29%
RWA
709
Ropes Wealth Advisors
Massachusetts
$49K
HSA
710
Hussman Strategic Advisors
Maryland
$46K
RFA
711
Reilly Financial Advisors
California
$46K
WCM
712
Whitener Capital Management
North Carolina
$45K +$51.2K +3,000 New
Carson Wealth (CWM LLC)
713
Carson Wealth (CWM LLC)
Nebraska
$40K +$27.8K +1,630 +163%
MWPCG
714
Measured Wealth Private Client Group
New Hampshire
$38K +$42.7K +2,500 New
ICM
715
IMS Capital Management
Oregon
$38K +$43.2K +2,530 New
PFBT
716
Parkside Financial Bank & Trust
Missouri
$37K -$23.2K -1,360 -36%
BWA
717
BDO Wealth Advisors
Florida
$37K
JCM
718
Jacobi Capital Management
Pennsylvania
$37K +$34.5K +2,020 +449%
JA
719
JOYN Advisors
Georgia
$36K -$8.88K -520 -18%
LFA
720
Legacy Financial Advisors
Kentucky
$35K -$14K -820 -26%
BWP
721
Baldwin Wealth Partners
Massachusetts
$35K
CAG
722
Csenge Advisory Group
Florida
$35K +$42K +2,460 New
SWP
723
Strategic Wealth Partners
Ohio
$34K -$1.71K -100 -4%
FANJ
724
Financial Architects (New Jersey)
New Jersey
$33K -$41K -2,400 -52%
AWM
725
AllSquare Wealth Management
New York
$32K +$7.34K +430 +25%

LRCX Hedge Fund Activity: Q3 2018 in Review

816 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q3 2018, worth a combined $21.2B — down 14% from $24.6B a quarter earlier.

Sellers outnumbered buyers: 130 funds closed out of LRCX and 68 opened new positions — a net loss of 62 holders — while 358 trimmed existing stakes and 278 added.

The largest buyer was Franklin Resources, adding an estimated $342M. The largest seller was Capital Research Global Investors, cutting an estimated $254M.

  • 816 institutional investors held Lam Research (LRCX) as of Q3 2018, down from 888 in Q2 2018.
  • Funds reported $21.2B of Lam Research stock for Q3 2018, down 14% quarter-over-quarter.
  • 68 funds opened new Lam Research positions in Q3 2018 and 130 closed out, a net change of -62 holders.
  • The largest Lam Research buyer in Q3 2018 was Franklin Resources, an estimated $342M added.
  • The largest Lam Research seller in Q3 2018 was Capital Research Global Investors, an estimated $254M sold.

Based on aggregated 13F filings for Q3 2018.