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Lam Research

881 hedge funds and large institutions have $29.3B invested in Lam Research in 2019 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 289 increasing their positions, 355 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 79

47% more funds holding in top 10

Funds holding in top 10: 1522 (+7)

20% more capital invested

Capital invested by funds: $24.5B → $29.3B (+$4.84B)

14.06% more ownership

Funds ownership: 865.57%879.63% (+14%)

5% more funds holding

Funds holding: 841881 (+40)

19% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 355

45% less call options, than puts

Call options by funds: $945M | Put options by funds: $1.71B

Holders
881
Holders Change
+40
Holders Change %
+4.76%
% of All Funds
19.32%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.48%
New
125
Increased
289
Reduced
355
Closed
79
Calls
$945M
Puts
$1.71B
Net Calls
-$762M
Net Calls Change
-$387M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
701
Pathway Financial Advisors
Vermont
$259K +$199K +9,500 New
CM
702
Castleark Management
Illinois
$259K +$235K +11,200 New
DIM
703
DC Investments Management
Virginia
$259K +$235K +11,210 New
RWM
704
Rench Wealth Management
Texas
$257K -$38K -1,810 -14%
THWM
705
Taylor Hoffman Wealth Management
Virginia
$257K +$229K +10,900 +5,450%
RIS
706
Retirement Income Solutions
Michigan
$254K -$27.3K -1,300 -11%
HS
707
HighVista Strategies
Massachusetts
$254K +$231K +11,000 New
WS
708
Wedbush Securities
California
$253K +$229K +10,930 New
HI
709
Horizon Investments
North Carolina
$251K -$68.2K -3,250 -23%
EWA
710
EP Wealth Advisors
California
$251K -$4.2K -200 -2%
DHFB
711
Dixon Hubard Feinour & Brown
Virginia
$250K
WAM
712
Wealthspire Advisors (Maryland)
Maryland
$249K -$7.14K -340 -3%
MCM
713
MAI Capital Management
Ohio
$249K +$227K +10,790 New
WHG
714
Westwood Holdings Group
Texas
$245K -$2.44M -116,310 -92%
EMG
715
ETF Managers Group
New Jersey
$244K +$16.2K +770 +8%
QI
716
Qtron Investments
Massachusetts
$241K +$219K +10,430 New
EWM
717
Empirical Wealth Management
Washington
$239K +$217K +10,320 New
MMA
718
Miracle Mile Advisors
California
$238K +$216K +10,310 New
FWM
719
Frontier Wealth Management
Missouri
$237K +$215K +10,240 New
HP
720
Hikari Power
Japan
$236K +$214K +10,200 New
MCM
721
Manchester Capital Management
Vermont
$234K
CA
722
Clearstead Advisors
Ohio
$230K -$22.5K -1,070 -10%
RCM
723
Riverpark Capital Management
New York
$230K +$13.9K +660 +7%
ATC
724
Argent Trust Co
Tennessee
$230K +$208K +9,920 New
SC
725
Sepio Capital
Utah
$230K +$209K +9,970 New

LRCX Hedge Fund Activity: Q3 2019 in Review

881 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q3 2019, worth a combined $29.3B — up 20% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new LRCX positions and 79 closed out — a net gain of 46 holders — while 289 added to existing stakes and 355 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $184M. The largest seller was American International Group, cutting an estimated $523M.

  • 881 institutional investors held Lam Research (LRCX) as of Q3 2019, up from 841 in Q2 2019.
  • Funds reported $29.3B of Lam Research stock for Q3 2019, up 20% quarter-over-quarter.
  • 125 funds opened new Lam Research positions in Q3 2019 and 79 closed out, a net change of +46 holders.
  • The largest Lam Research buyer in Q3 2019 was Two Sigma Advisers, an estimated $184M added.
  • The largest Lam Research seller in Q3 2019 was American International Group, an estimated $523M sold.

Based on aggregated 13F filings for Q3 2019.