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Lam Research

978 hedge funds and large institutions have $30.2B invested in Lam Research in 2020 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 328 increasing their positions, 426 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 122

2% less funds holding

Funds holding: 997978 (-19)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

4.09% less ownership

Funds ownership: 869.53%865.44% (-4.1%)

18% less capital invested

Capital invested by funds: $36.8B → $30.2B (-$6.63B)

23% less repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 426

29% less call options, than puts

Call options by funds: $715M | Put options by funds: $1B

Holders
978
Holders Change
-19
Holders Change %
-1.91%
% of All Funds
21.55%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.66%
New
114
Increased
328
Reduced
426
Closed
122
Calls
$715M
Puts
$1B
Net Calls
-$289M
Net Calls Change
+$843M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
801
Courier Capital
New York
$215K -$84.1K -2,920 -25%
AWA
802
Arete Wealth Advisors
Illinois
$215K -$2.88K -100 -1%
HC
803
HNP Capital
New York
$215K +$254K +8,830 New
CIC
804
Cornercap Investment Counsel
Georgia
$212K +$4.32K +150 +2%
EF
805
Empirical Finance
Pennsylvania
$210K -$1.53M -53,090 -86%
EWA
806
EP Wealth Advisors
California
$207K -$36.6K -1,270 -13%
PFA
807
Pathway Financial Advisors
Vermont
$207K
RDWM
808
Red Door Wealth Management
Tennessee
$206K
CAW
809
Cornerstone Advisors (Washington)
Washington
$206K +$16.1K +560 +7%
CIA
810
CSat Investment Advisory
Michigan
$202K +$72.3K +2,510 +43%
MIC
811
Meridian Investment Counsel
California
$201K
ICM
812
Islay Capital Management
Texas
$199K +$239K +8,290 New
VFA
813
Valeo Financial Advisors
Indiana
$197K +$66.5K +2,310 +44%
FMLI
814
Fukoku Mutual Life Insurance
Japan
$192K -$432K -15,000 -65%
SC
815
Steph & Co
Wisconsin
$172K +$24.8K +860 +14%
CWP
816
CFM Wealth Partners
Texas
$170K
Bank Julius Baer & Co
817
Bank Julius Baer & Co
Switzerland
$168K +$202K +7,000 New
RCM
818
Riverpark Capital Management
New York
$162K -$53.3K -1,850 -22%
NSIM
819
North Star Investment Management
Illinois
$156K
EWA
820
Evolution Wealth Advisors
Florida
$156K +$180K +6,240 +2,713%
AIM
821
AIA Investment Management
Singapore
$151K +$11.8K +410 +7%
CFGS
822
Concourse Financial Group Securities
Alabama
$149K -$52.4K -1,820 -23%
BFEC
823
Benjamin F. Edwards & Company
Missouri
$143K +$21.6K +750 +14%
AF
824
Allworth Financial
California
$142K +$41.7K +1,450 +32%
FANJ
825
Financial Architects (New Jersey)
New Jersey
$139K +$130K +4,500 +349%

LRCX Hedge Fund Activity: Q1 2020 in Review

978 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q1 2020, worth a combined $30.2B — down 18% from $36.8B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of LRCX and 114 opened new positions — a net loss of 8 holders — while 426 trimmed existing stakes and 328 added.

The largest buyer was JP Morgan Chase, adding an estimated $692M. The largest seller was Ameriprise, cutting an estimated $408M.

  • 978 institutional investors held Lam Research (LRCX) as of Q1 2020, down from 997 in Q4 2019.
  • Funds reported $30.2B of Lam Research stock for Q1 2020, down 18% quarter-over-quarter.
  • 114 funds opened new Lam Research positions in Q1 2020 and 122 closed out, a net change of -8 holders.
  • The largest Lam Research buyer in Q1 2020 was JP Morgan Chase, an estimated $692M added.
  • The largest Lam Research seller in Q1 2020 was Ameriprise, an estimated $408M sold.

Based on aggregated 13F filings for Q1 2020.