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Lam Research

1,310 hedge funds and large institutions have $76.2B invested in Lam Research in 2021 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 488 increasing their positions, 494 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 77

8% more capital invested

Capital invested by funds: $70.6B → $76.2B (+$5.62B)

4% more funds holding

Funds holding: 1,2591,310 (+51)

4% more funds holding in top 10

Funds holding in top 10: 5456 (+2)

1% less repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 494

9.9% less ownership

Funds ownership: 833.22%823.32% (-9.9%)

39% less call options, than puts

Call options by funds: $1.66B | Put options by funds: $2.73B

Holders
1,310
Holders Change
+51
Holders Change %
+4.05%
% of All Funds
22.8%
Holding in Top 10
56
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.7%
% of All Funds
0.97%
New
142
Increased
488
Reduced
494
Closed
77
Calls
$1.66B
Puts
$2.73B
Net Calls
-$1.06B
Net Calls Change
-$713M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$259M -$27.6M -437,560 -10%
VOYA Investment Management
52
VOYA Investment Management
Georgia
$253M -$146M -2,317,220 -37%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$252M -$30.7M -486,030 -11%
Prudential Financial
54
Prudential Financial
New Jersey
$250M +$157M +2,491,760 +185%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$241M +$27.5M +435,050 +13%
Citigroup
56
Citigroup
New York
$215M -$22.5M -356,440 -10%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$210M -$5.93M -93,960 -3%
Capital International Investors
58
Capital International Investors
California
$207M +$78.3M +1,239,800 +64%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$191M +$4.05M +64,210 +2%
Canada Pension Plan Investment Board
60
Canada Pension Plan Investment Board
Ontario, Canada
$189M +$159M +2,513,130 +637%
OCMI
61
Oaktop Capital Management II
New Jersey
$186M -$6.32M -100,080 -3%
ClearBridge Investments
62
ClearBridge Investments
New York
$180M -$51.6M -818,130 -23%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$176M +$764K +12,100 +0.5%
Adage Capital Partners
64
Adage Capital Partners
Massachusetts
$175M +$3.98M +63,000 +2%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$173M -$32.9M -520,840 -16%
CS
66
Credit Suisse
Switzerland
$173M -$22.9M -363,330 -12%
AMH
67
Aspex Management (HK)
Hong Kong
$171M
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$166M -$10.3M -163,140 -6%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$166M +$68.4M +1,083,290 +73%
AllianceBernstein
70
AllianceBernstein
Tennessee
$160M -$50.5M -799,580 -24%
TD Asset Management
71
TD Asset Management
Ontario, Canada
$156M -$18.4M -291,910 -11%
Principal Financial Group
72
Principal Financial Group
Iowa
$153M -$3.3M -52,240 -2%
Rafferty Asset Management
73
Rafferty Asset Management
New York
$152M -$8.78M -139,140 -6%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$152M -$9.63M -152,630 -6%
Ninety One (UK)
75
Ninety One (UK)
United Kingdom
$145M -$5.18M -82,090 -4%

LRCX Hedge Fund Activity: Q2 2021 in Review

1,310 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q2 2021, worth a combined $76.2B — up 8% from $70.6B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new LRCX positions and 77 closed out — a net gain of 65 holders — while 488 added to existing stakes and 494 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $392M. The largest seller was Fidelity Investments, cutting an estimated $533M.

  • 1,310 institutional investors held Lam Research (LRCX) as of Q2 2021, up from 1,259 in Q1 2021.
  • Funds reported $76.2B of Lam Research stock for Q2 2021, up 8% quarter-over-quarter.
  • 142 funds opened new Lam Research positions in Q2 2021 and 77 closed out, a net change of +65 holders.
  • The largest Lam Research buyer in Q2 2021 was JP Morgan Chase, an estimated $392M added.
  • The largest Lam Research seller in Q2 2021 was Fidelity Investments, an estimated $533M sold.

Based on aggregated 13F filings for Q2 2021.