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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
GWM
701
Geneos Wealth Management
Colorado
$121K -$7.01K -420 -6%
SF
702
Synovus Financial
Georgia
$117K +$10.5K +630 +11%
NSIM
703
North Star Investment Management
Illinois
$116K
BBNA
704
Bremer Bank National Association
Minnesota
$110K +$88.3K +5,290 New
GSWM
705
Golden State Wealth Management
California
$110K +$102K +6,140 New
PA
706
Parallel Advisors
California
$104K -$1.5K -90 -2%
PCM
707
Penserra Capital Management
California
$101K -$67.6K -4,050 -42%
CAPTRUST Financial Advisors
708
CAPTRUST Financial Advisors
North Carolina
$101K +$86.6K +5,190 +1,298%
OWD
709
Osborn Williams & Donohoe
Ohio
$92K +$80.1K +4,800 New
CIAS
710
Capital Investment Advisory Services
North Carolina
$90K
JIR
711
James Investment Research
Ohio
$88K -$2.19M -131,170 -96%
BFEC
712
Benjamin F. Edwards & Company
Missouri
$86K +$15.5K +930 +24%
OWA
713
One Wealth Advisors
California
$86K +$79.9K +4,790 New
KFS
714
Kelly Financial Services
Massachusetts
$83.8K +$78.1K +4,680 New
GLI
715
Guardian Life Insurance
New York
$80K
SQA
716
Simon Quick Advisors
New Jersey
$79K +$74.1K +4,440 New
WOC
717
West Oak Capital
California
$76K
TCM
718
Tanaka Capital Management
New York
$75K +$48.4K +2,900 +223%
AA
719
AlphaMark Advisors
Kentucky
$72K -$99.8K -5,980 -60%
BBHC
720
Brown Brothers Harriman & Co
New York
$67K +$55.6K +3,330 +812%
FHA
721
Flagship Harbor Advisors
Massachusetts
$66K -$8.18K -490 -12%
BCM
722
Blume Capital Management
California
$65K
TC
723
Truvestments Capital
Florida
$61K +$56.4K +3,380 New
FHB
724
First Hawaiian Bank
Hawaii
$60K -$3.34K -200 -6%
PFBT
725
Parkside Financial Bank & Trust
Missouri
$60K -$2.17K -130 -4%

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.