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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
WAS
801
Winch Advisory Services
Wisconsin
$9K
SIAS
802
Shine Investment Advisory Services
Colorado
$9K +$8.34K +500 New
DWM
803
Destination Wealth Management
California
$9K +$8.51K +510 New
CIA
804
Cascade Investment Advisors
Oregon
$7.16K
SWM
805
SeaCrest Wealth Management
New York
$7K
AIC
806
Ameritas Investment Company
Nebraska
$7K +$6.67K +400 New
LA
807
Legacy Advisors
Pennsylvania
$7K +$6.67K +400 New
SMFS
808
Squar Milner Financial Services
California
$6K
CI
809
CX Institutional
Indiana
$6K +$5.34K +320 New
HI
810
Human Investing
Oregon
$5K -$2.23M -133,380 -100%
MFW
811
Mosaic Family Wealth
Missouri
$5K -$834 -50 -14%
HR
812
Howe & Rusling
New York
$5K -$334 -20 -7%
LPC
813
Loeb Partners Corp
New York
$5K
ME
814
McIlrath & Eck
Washington
$5K
PGWM
815
Parisi Gray Wealth Management
New Jersey
$5K
VNA
816
Valley National Advisers
Pennsylvania
$5K
NIM
817
NuWave Investment Management
New Jersey
$5K +$1.17K +70 +33%
RA
818
Rational Advisors
New York
$5K +$1.17K +70 +33%
MAM
819
Marquette Asset Management
Minnesota
$5K +$5.01K +300 New
TAIM
820
TD Ameritrade Investment Management
Nebraska
$4K -$7.01K -420 -66%
APW
821
Acima Private Wealth
Virginia
$4K
THWM
822
Taylor Hoffman Wealth Management
Virginia
$4K
VRM
823
Vectors Research Management
New York
$4K
GWS
824
Glassman Wealth Services
Virginia
$4K +$2.34K +140 +233%
WCG
825
Weaver Consulting Group
California
$4K +$3.84K +230 New

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.