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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
FA
751
Financial Advantage
Maryland
$10K +$11.5K +800 New
AWM
752
Avondale Wealth Management
Texas
$9K
CBT
753
Capital Bank & Trust
California
$9K
WAP
754
Wealthcare Advisory Partners
Pennsylvania
$9K +$143 +10 +1%
SFSIG
755
San Francisco Sentry Investment Group
California
$9K +$3.87K +270 +68%
GRP
756
Global Retirement Partners
California
$9K +$6.31K +440 +191%
TAIM
757
TD Ameritrade Investment Management
Nebraska
$9K +$9.17K +640 New
PHK
758
Point72 Hong Kong
Hong Kong
$9K +$9.75K +680 New
FMII
759
Farmers & Merchants Investments Inc
Nebraska
$8K
SIM
760
Sonora Investment Management
Arizona
$8K +$3.3K +230 +68%
PWM
761
PRW Wealth Management
Massachusetts
$8K +$8.89K +620 New
WPA
762
West Paces Advisors
Georgia
$7.63K
Acadian Asset Management
763
Acadian Asset Management
Massachusetts
$7K -$195K -13,590 -96%
IBOK
764
Independence Bank of Kentucky
Kentucky
$7K -$4.3K -300 -35%
WAS
765
Winch Advisory Services
Wisconsin
$7K
TWA
766
TCI Wealth Advisors
Arizona
$7K +$430 +30 +6%
FTI
767
Fiduciary Trust International
Massachusetts
$7K +$7.17K +500 New
BBHC
768
Brown Brothers Harriman & Co
New York
$6K
FMTCOCP
769
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
CAM
770
Close Asset Management
United Kingdom
$6K +$272K +18,950 +1,805%
CIA
771
Cascade Investment Advisors
Oregon
$5.45K +$5.73K +400 New
SMFS
772
Squar Milner Financial Services
California
$5K -$136K -9,480 -96%
SWM
773
SeaCrest Wealth Management
New York
$5K
MFW
774
Mosaic Family Wealth
Missouri
$5K +$5.02K +350 New
CAPTRUST Financial Advisors
775
CAPTRUST Financial Advisors
North Carolina
$5K +$5.73K +400 New

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.