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Lam Research

850 hedge funds and large institutions have $23.5B invested in Lam Research in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 262 increasing their positions, 347 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

53% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 89

29% more capital invested

Capital invested by funds: $18.3B → $23.5B (+$5.23B)

5% more funds holding

Funds holding: 810850 (+40)

12.54% less ownership

Funds ownership: 875.03%862.49% (-13%)

24% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 347

38% less call options, than puts

Call options by funds: $652M | Put options by funds: $1.06B

Holders
850
Holders Change
+40
Holders Change %
+4.94%
% of All Funds
18.39%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.3%
New
136
Increased
262
Reduced
347
Closed
89
Calls
$652M
Puts
$1.06B
Net Calls
-$406M
Net Calls Change
-$349M
Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
726
Itau Unibanco Holding S.A.
Brazil
$57K
RWA
727
Ropes Wealth Advisors
Massachusetts
$57K
QT
728
Quantamental Technologies
New York
$55K +$51.2K +3,070 New
PCP
729
Proficio Capital Partners
Massachusetts
$52K +$33K +1,980 +218%
SLF
730
Sun Life Financial
Ontario, Canada
$47K -$29.4K -1,760 -40%
AWM
731
AllSquare Wealth Management
New York
$45K -$7.51K -450 -15%
TF
732
Tompkins Financial
New York
$44K
BCA
733
Berman Capital Advisors
Georgia
$43K +$7.51K +450 +23%
TCOV
734
Trust Company of Vermont
Vermont
$42K -$4K -240 -9%
JCM
735
Jacobi Capital Management
Pennsylvania
$42K -$2K -120 -5%
LFA
736
Legacy Financial Advisors
Kentucky
$41K -$34.2K -2,050 -47%
GT
737
Glenmede Trust
Pennsylvania
$40.4K +$3.51M +210,220 +10%
FHA
738
First Horizon Advisors
Tennessee
$38K +$167 +10 +0.5%
CT
739
Clearstead Trust
Maine
$36K
DSC
740
Duncker Streett & Co
Missouri
$36K
SIAP
741
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$36K
AC
742
Avestar Capital
New York
$36K +$33.4K +2,000 +3,333%
LF
743
Lee Financial
Texas
$36K +$33.4K +2,000 New
SFPIA
744
Stevens First Principles Investment Advisors
California
$36K +$33.4K +2,000 New
BWA
745
BDO Wealth Advisors
Florida
$35K
PCTC
746
Perkins Coie Trust Company
Washington
$35K
KPW
747
Kore Private Wealth
New York
$35K +$8.18K +490 +33%
SAM
748
Strategy Asset Managers
California
$33K +$30.7K +1,840 New
CCM
749
Cribstone Capital Management
Maine
$32K +$5.84K +350 +24%
VFA
750
Valeo Financial Advisors
Indiana
$31K -$411K -24,660 -94%

LRCX Hedge Fund Activity: Q1 2019 in Review

850 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q1 2019, worth a combined $23.5B — up 29% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new LRCX positions and 89 closed out — a net gain of 47 holders — while 262 added to existing stakes and 347 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $244M. The largest seller was Franklin Resources, cutting an estimated $258M.

  • 850 institutional investors held Lam Research (LRCX) as of Q1 2019, up from 810 in Q4 2018.
  • Funds reported $23.5B of Lam Research stock for Q1 2019, up 29% quarter-over-quarter.
  • 136 funds opened new Lam Research positions in Q1 2019 and 89 closed out, a net change of +47 holders.
  • The largest Lam Research buyer in Q1 2019 was Capital World Investors, an estimated $244M added.
  • The largest Lam Research seller in Q1 2019 was Franklin Resources, an estimated $258M sold.

Based on aggregated 13F filings for Q1 2019.