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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
FPB
776
First PREMIER Bank
South Dakota
$5K +$5.73K +400 New
W
777
WealthOne
New York
$5K +$5.73K +400 New
PGWM
778
Parisi Gray Wealth Management
New Jersey
$4K -$10.2K -710 -70%
ME
779
McIlrath & Eck
Washington
$4K -$8.03K -560 -67%
FLI
780
Family Legacy Inc
South Carolina
$4K
HR
781
Howe & Rusling
New York
$4K
SIS
782
Sound Income Strategies
Florida
$4K
WAM
783
Watermark Asset Management
California
$4K
VNA
784
Valley National Advisers
Pennsylvania
$4K +$717 +50 +24%
BAM
785
Bruderman Asset Management
New York
$4K +$1.58K +110 +73%
CCM
786
Copeland Capital Management
Pennsylvania
$4K +$3.87K +270 New
CA
787
Claro Advisors
Massachusetts
$4K +$4.01K +280 New
LPC
788
Loeb Partners Corp
New York
$4K +$4.3K +300 New
NIM
789
NuWave Investment Management
New Jersey
$3K -$5.88K -410 -66%
RA
790
Rational Advisors
New York
$3K -$5.88K -410 -66%
THWM
791
Taylor Hoffman Wealth Management
Virginia
$3K -$3.15K -220 -52%
First Manhattan
792
First Manhattan
New York
$3K
APW
793
Acima Private Wealth
Virginia
$3K +$3.01K +210 New
VRM
794
Vectors Research Management
New York
$3K +$3.01K +210 New
AIA
795
Alera Investment Advisors
Illinois
$3K +$3.15K +220 New
OFW
796
Omnia Family Wealth
Florida
$2K
SCA
797
Stuart Chaussee & Associates
California
$2K
EWM
798
Executive Wealth Management
Michigan
$2K +$2.15K +150 New
LFG
799
Larson Financial Group
Missouri
$2K +$2.29K +160 New
JCM
800
Julex Capital Management
Massachusetts
$2K +$2.44K +170 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.