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Lam Research
LRCX

997 hedge funds and large institutions have $36.8B invested in Lam Research in 2019 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 287 increasing their positions, 395 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 62

41% more funds holding in top 10

Funds holding in top 10: 22 → 31 (+9)

26% more capital invested

Capital invested by funds: $29.3B → $36.8B (+$7.52B)

13% more funds holding

Funds holding: 881 → 997 (+116)

10.1% less ownership

Funds ownership: 879.63% → 869.53% (-10%)

27% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 395

55% less call options, than puts

Call options by funds: $942M | Put options by funds: $2.07B

Holders
997
Holders Change
+116
Holders Change %
+13.17%
% of All Funds
19.65%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.61%
New
194
Increased
287
Reduced
395
Closed
62
Calls
$942M
Puts
$2.07B
Net Calls
-$1.13B
Net Calls Change
-$370M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$272M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$230M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$179M
4
DZ Bank
DZ Bank
Germany
+$155M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$94.8M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$316M
2
N
Nuveen
North Carolina
-$293M
3
Ameriprise
Ameriprise
Minnesota
-$175M
4
LSV Asset Management
LSV Asset Management
Illinois
-$144M
5
JP Morgan Chase
JP Morgan Chase
New York
-$120M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
801
Old Port Advisors
Maine
$233K +$214K +8,070 New
PWLP
802
Prio Wealth Limited Partnership
Massachusetts
$227K +$206K +7,750 New
SFI
803
SPC Financial Inc
Maryland
$227K +$206K +7,750 New
CC
804
Centiva Capital
New York
$224K -$59.8K -2,250 -23%
PCG
805
Private Capital Group
Connecticut
$223K -$105K -3,970 -34%
CIM
806
Confluence Investment Management
Missouri
$222K – – –
VCA
807
Verdence Capital Advisors
Maryland
$222K +$201K +7,580 New
CAG
808
Csenge Advisory Group
Florida
$221K +$201K +7,570 New
ERIM
809
Eagle Ridge Investment Management
Connecticut
$219K +$199K +7,500 New
KP
810
Keel Point
Alabama
$218K +$198K +7,440 New
CWP
811
CFM Wealth Partners
Texas
$217K +$189K +7,100 New
CRC
812
Curi RMB Capital
Illinois
$217K +$197K +7,430 New
LSAG
813
Lake Street Advisors Group
New Hampshire
$215K +$196K +7,370 New
CCM
814
Coldstream Capital Management
Washington
$213K +$193K +7,270 New
JSL
815
JT Stratford LLC
Georgia
$210K -$57.1K -2,150 -23%
MLL
816
Moody Lynn & Lieberson
Massachusetts
$208K +$189K +7,100 New
HSA
817
HBK Sorce Advisory
Pennsylvania
$207K +$188K +7,090 New
ACM
818
American Capital Management
New York
$205K +$186K +7,000 New
MCM
819
MAI Capital Management
Ohio
$204K -$101K -3,820 -35%
VCWA
820
Vanguard Capital Wealth Advisors
Colorado
$204K +$186K +7,000 New
Luther King Capital Management (LKCM)
821
Luther King Capital Management (LKCM)
Texas
$203K +$184K +6,930 New
AAS
822
Avantax Advisory Services
Texas
$203K +$184K +6,940 New
GAM
823
Griffin Asset Management
New York
$202K +$183K +6,900 New
KA
824
KLCM Advisors
Wisconsin
$202K +$184K +6,920 New
Cerity Partners
825
Cerity Partners
New York
$201K -$460K -17,330 -72%
31 32
33
34 35

LRCX Hedge Fund Activity: Q4 2019 in Review

997 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q4 2019, worth a combined $36.8B — up 26% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new LRCX positions and 62 closed out — a net gain of 132 holders — while 287 added to existing stakes and 395 trimmed.

The largest buyer was BlackRock, adding an estimated $272M. The largest seller was Invesco, cutting an estimated $316M.

  • 997 institutional investors held Lam Research (LRCX) as of Q4 2019, up from 881 in Q3 2019.
  • Funds reported $36.8B of Lam Research stock for Q4 2019, up 26% quarter-over-quarter.
  • 194 funds opened new Lam Research positions in Q4 2019 and 62 closed out, a net change of +132 holders.
  • The largest Lam Research buyer in Q4 2019 was BlackRock, an estimated $272M added.
  • The largest Lam Research seller in Q4 2019 was Invesco, an estimated $316M sold.

Based on aggregated 13F filings for Q4 2019.