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Lam Research

1,461 hedge funds and large institutions have $82.9B invested in Lam Research in 2021 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 533 increasing their positions, 465 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more first-time investments, than exits

New positions opened: 272 | Existing positions closed: 91

94% more funds holding in top 10

Funds holding in top 10: 3466 (+32)

26% more capital invested

Capital invested by funds: $65.6B → $82.9B (+$17.3B)

15% more repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 465

13% more funds holding

Funds holding: 1,2981,461 (+163)

0.83% more ownership

Funds ownership: 820.37%821.2% (+0.83%)

44% less call options, than puts

Call options by funds: $2.26B | Put options by funds: $4.06B

Holders
1,461
Holders Change
+163
Holders Change %
+12.56%
% of All Funds
22.48%
Holding in Top 10
66
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+94.12%
% of All Funds
1.02%
New
272
Increased
533
Reduced
465
Closed
91
Calls
$2.26B
Puts
$4.06B
Net Calls
-$1.8B
Net Calls Change
-$432M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$304M +$44.2M +704,880 +20%
1832 Asset Management
52
1832 Asset Management
Ontario, Canada
$301M +$181M +2,888,080 +230%
UBS Group
53
UBS Group
Switzerland
$274M -$115M -1,836,820 -33%
FAM
54
Fred Alger Management
New York
$268M -$34.8M -555,310 -13%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$266M -$1.12M -17,900 -0.5%
Capital Research Global Investors
56
Capital Research Global Investors
California
$259M -$151M -2,411,860 -40%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$254M +$56.1M +895,280 +34%
CA
58
Capitolis Advisors
New York
$243M +$116M +1,857,000 +122%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$242M +$26.6M +424,800 +15%
AT
60
AMF Tjänstepension
Sweden
$221M +$134M +2,139,730 +228%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$219M -$9.18M -146,520 -5%
AQR Capital Management
62
AQR Capital Management
Connecticut
$213M -$5.75M -91,710 -3%
ProShare Advisors
63
ProShare Advisors
Maryland
$212M +$63.3M +1,009,120 +52%
Adage Capital Partners
64
Adage Capital Partners
Massachusetts
$211M +$39.4M +628,000 +27%
OCMI
65
Oaktop Capital Management II
New Jersey
$205M
Rafferty Asset Management
66
Rafferty Asset Management
New York
$202M +$52.2M +833,380 +42%
MC
67
Maverick Capital
Texas
$201M +$5.59M +89,100 +3%
Boston Partners
68
Boston Partners
Massachusetts
$200M -$107M -1,710,320 -38%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$188M -$39.5K -630 -0%
Bank of Nova Scotia
70
Bank of Nova Scotia
Ontario, Canada
$187M +$76.3M +1,217,250 +88%
Swedbank
71
Swedbank
Sweden
$186M +$13.4M +213,130 +9%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$183M +$3.64M +58,060 +2%
Principal Financial Group
73
Principal Financial Group
Iowa
$177M +$9.56M +152,480 +7%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$176M +$478K +7,630 +0.3%
AllianceBernstein
75
AllianceBernstein
Tennessee
$173M -$15.6M -249,460 -9%

LRCX Hedge Fund Activity: Q4 2021 in Review

1,461 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q4 2021, worth a combined $82.9B — up 26% from $65.6B a quarter earlier.

Buyers outnumbered sellers: 272 funds opened new LRCX positions and 91 closed out — a net gain of 181 holders — while 533 added to existing stakes and 465 trimmed.

The largest buyer was Coatue Management, adding an estimated $283M. The largest seller was JP Morgan Chase, cutting an estimated $318M.

  • 1,461 institutional investors held Lam Research (LRCX) as of Q4 2021, up from 1,298 in Q3 2021.
  • Funds reported $82.9B of Lam Research stock for Q4 2021, up 26% quarter-over-quarter.
  • 272 funds opened new Lam Research positions in Q4 2021 and 91 closed out, a net change of +181 holders.
  • The largest Lam Research buyer in Q4 2021 was Coatue Management, an estimated $283M added.
  • The largest Lam Research seller in Q4 2021 was JP Morgan Chase, an estimated $318M sold.

Based on aggregated 13F filings for Q4 2021.