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Lam Research

809 hedge funds and large institutions have $18.3B invested in Lam Research in 2018 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 231 increasing their positions, 357 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 124

1% less funds holding

Funds holding: 815809 (-6)

8% less call options, than puts

Call options by funds: $647M | Put options by funds: $704M

14% less capital invested

Capital invested by funds: $21.2B → $18.3B (-$2.95B)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

35% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 357

44.2% less ownership

Funds ownership: 919.23%875.03% (-44%)

Holders
809
Holders Change
-6
Holders Change %
-0.74%
% of All Funds
18.03%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
125
Increased
231
Reduced
357
Closed
124
Calls
$647M
Puts
$704M
Net Calls
-$57.1M
Net Calls Change
+$732M
Name Holding Trade Value Shares
Change
Change in
Stake
VEA
726
Virtus ETF Advisers
New York
$17K +$2.58K +180 +17%
EFSCE
727
Enterprise Financial Services Corp (EFSC)
Missouri
$17K +$4.44K +310 +32%
WANY
728
Wealthspire Advisors (New York)
New York
$17K +$17.6K +1,230 New
BGIM
729
Brandywine Global Investment Management
Pennsylvania
$16K -$26.7M -1,862,240 -100%
MPWT
730
MassMutual Private Wealth & Trust
Connecticut
$15.7K +$1.86K +130 +13%
SNT
731
Security National Trust
West Virginia
$15K
WTB
732
Washington Trust Bank
Washington
$15K
NFG
733
Next Financial Group
Texas
$15K +$16.1K +1,120 New
WWM
734
Willingdon Wealth Management
North Carolina
$14K
ER
735
Enlightenment Research
Florida
$14K +$14.3K +1,000 New
WCM
736
Whitener Capital Management
North Carolina
$13K -$28.7K -2,000 -67%
PCP
737
Proficio Capital Partners
Massachusetts
$12K -$1.86K -130 -13%
DBT
738
Dubuque Bank & Trust
Iowa
$12K
EARNEST Partners
739
EARNEST Partners
Georgia
$12K
CIA
740
CSat Investment Advisory
Michigan
$12K +$5.02K +350 +69%
BHWM
741
Bay Harbor Wealth Management
Maryland
$12K +$12.6K +880 New
TSW
742
Thompson Siegel & Walmsley
Virginia
$11K -$430 -30 -4%
CFD
743
Creative Financial Designs
Indiana
$11K
GAM
744
Gemmer Asset Management
California
$11K
TL
745
TrueWealth LLC
Georgia
$11K
LPWM
746
Lake Point Wealth Management
Texas
$11K +$11.2K +780 New
BI
747
Bramshill Investments
Florida
$11K +$11.8K +820 New
LWM
748
Liberty Wealth Management
California
$11K +$11.9K +830 New
SFA
749
Semmax Financial Advisors
North Carolina
$11K +$12K +840 New
ACS
750
Archford Capital Strategies
Illinois
$10K -$77.8K -5,430 -88%

LRCX Hedge Fund Activity: Q4 2018 in Review

809 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q4 2018, worth a combined $18.3B — down 14% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new LRCX positions and 124 closed out — a net gain of 1 holder — while 231 added to existing stakes and 357 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $446M. The largest seller was T. Rowe Price Associates, cutting an estimated $757M.

  • 809 institutional investors held Lam Research (LRCX) as of Q4 2018, down from 815 in Q3 2018.
  • Funds reported $18.3B of Lam Research stock for Q4 2018, down 14% quarter-over-quarter.
  • 125 funds opened new Lam Research positions in Q4 2018 and 124 closed out, a net change of +1 holder.
  • The largest Lam Research buyer in Q4 2018 was Fidelity Investments, an estimated $446M added.
  • The largest Lam Research seller in Q4 2018 was T. Rowe Price Associates, an estimated $757M sold.

Based on aggregated 13F filings for Q4 2018.