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Lam Research

920 hedge funds and large institutions have $29.8B invested in Lam Research in 2018 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 321 increasing their positions, 327 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 91

52% more funds holding in top 10

Funds holding in top 10: 2538 (+13)

10% more capital invested

Capital invested by funds: $27.1B → $29.8B (+$2.66B)

7% more funds holding

Funds holding: 862920 (+58)

2% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 327

9.61% less ownership

Funds ownership: 911.13%901.51% (-9.6%)

11% less call options, than puts

Call options by funds: $667M | Put options by funds: $746M

Holders
920
Holders Change
+58
Holders Change %
+6.73%
% of All Funds
21.08%
Holding in Top 10
38
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+52%
% of All Funds
0.87%
New
157
Increased
321
Reduced
327
Closed
91
Calls
$667M
Puts
$746M
Net Calls
-$78.9M
Net Calls Change
-$3.41B
Name Holding Trade Value Shares
Change
Change in
Stake
GC
51
Guggenheim Capital
Illinois
$117M -$5.7M -287,800 -5%
PPA
52
Parametric Portfolio Associates
Washington
$116M +$3.2M +161,540 +3%
Russell Investments Group
53
Russell Investments Group
United Kingdom
$112M -$12.8M -647,970 -11%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$112M +$40.4M +2,037,440 +59%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$111M -$2.06M -104,210 -2%
UBS Group
56
UBS Group
Switzerland
$111M +$3.4M +171,860 +3%
Acadian Asset Management
57
Acadian Asset Management
Massachusetts
$110M -$52.8M -2,665,190 -33%
Morgan Stanley
58
Morgan Stanley
New York
$109M -$50.1M -2,530,680 -32%
Swiss National Bank
59
Swiss National Bank
Switzerland
$105M -$15.9M -801,000 -13%
Victory Capital Management
60
Victory Capital Management
Texas
$105M -$7.83M -395,370 -7%
SMDAM
61
Sumitomo Mitsui DS Asset Management
Japan
$102M +$64.6M +3,259,670 +188%
Coatue Management
62
Coatue Management
New York
$101M +$98.3M +4,962,410 New
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$101M -$88.7M -4,479,010 -47%
Adage Capital Partners
64
Adage Capital Partners
Massachusetts
$96.9M +$6.22M +314,000 +7%
TA
65
Teachers Advisors
New York
$96.5M -$2.01M -101,540 -2%
BCM
66
Bridgeway Capital Management
Texas
$94.7M
AAMU
67
Amundi Asset Management US
Massachusetts
$91.4M -$21.6M -1,088,650 -19%
RC
68
RGM Capital
Florida
$90.5M +$3.64M +184,000 +4%
CS
69
Credit Suisse
Switzerland
$89.5M +$19.9M +1,004,600 +30%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$88.6M +$860K +43,440 +1%
FCM
71
Frontier Capital Management
Massachusetts
$88M +$1.33M +67,290 +2%
Aberdeen Group
72
Aberdeen Group
United Kingdom
$87.9M -$810K -40,890 -0.9%
Federated Hermes
73
Federated Hermes
Pennsylvania
$87.2M -$5.48M -276,840 -6%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$85.2M +$3.4M +171,820 +4%
State of Tennessee, Department of Treasury
75
State of Tennessee, Department of Treasury
Tennessee
$84.8M +$8.43M +425,730 +11%

LRCX Hedge Fund Activity: Q1 2018 in Review

920 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q1 2018, worth a combined $29.8B — up 9.8% from $27.1B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new LRCX positions and 91 closed out — a net gain of 66 holders — while 321 added to existing stakes and 327 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $521M. The largest seller was Fidelity Investments, cutting an estimated $769M.

  • 920 institutional investors held Lam Research (LRCX) as of Q1 2018, up from 862 in Q4 2017.
  • Funds reported $29.8B of Lam Research stock for Q1 2018, up 9.8% quarter-over-quarter.
  • 157 funds opened new Lam Research positions in Q1 2018 and 91 closed out, a net change of +66 holders.
  • The largest Lam Research buyer in Q1 2018 was Capital Research Global Investors, an estimated $521M added.
  • The largest Lam Research seller in Q1 2018 was Fidelity Investments, an estimated $769M sold.

Based on aggregated 13F filings for Q1 2018.