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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
BHWM
776
Bay Harbor Wealth Management
Maryland
$17K +$1.33K +80 +9%
EARNEST Partners
777
EARNEST Partners
Georgia
$16K
SCM
778
Shelton Capital Management
Colorado
$15.8K -$2.19M -131,110 -82%
SFA
779
Semmax Financial Advisors
North Carolina
$15K
TL
780
TrueWealth LLC
Georgia
$15K
DBT
781
Dubuque Bank & Trust
Iowa
$14K -$2.17K -130 -14%
FA
782
Financial Advantage
Maryland
$14K
ACS
783
Archford Capital Strategies
Illinois
$13K
CIA
784
CSat Investment Advisory
Michigan
$12K -$3.34K -200 -23%
GAM
785
Gemmer Asset Management
California
$12K -$2K -120 -15%
AWM
786
Avondale Wealth Management
Texas
$12K
PWM
787
PRW Wealth Management
Massachusetts
$12K
WAP
788
Wealthcare Advisory Partners
Pennsylvania
$12K
FMII
789
Farmers & Merchants Investments Inc
Nebraska
$12K +$1.5K +90 +16%
ED
790
Exane Derivatives
France
$11.8K -$45.1K -2,700 -80%
CFD
791
Creative Financial Designs
Indiana
$11K -$3K -180 -23%
AIA
792
Alera Investment Advisors
Illinois
$11K +$6.17K +370 +168%
AP
793
Arlington Partners
Alabama
$11K +$10.2K +610 New
WPA
794
West Paces Advisors
Georgia
$10K
IBOK
795
Independence Bank of Kentucky
Kentucky
$10K
SIM
796
Sonora Investment Management
Arizona
$10K
SI
797
Sprott Inc
Ontario, Canada
$9.85K -$834K -50,000 -8%
HIM
798
Hillsdale Investment Management
Ontario, Canada
$9K -$23.4K -1,400 -74%
SFSIG
799
San Francisco Sentry Investment Group
California
$9K -$3K -180 -27%
TWA
800
TCI Wealth Advisors
Arizona
$9K

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.