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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
FGAM
826
Financial Gravity Asset Management
Texas
$4K +$4K +240 New
EWM
827
Elmwood Wealth Management
California
$4K +$4.17K +250 New
JCM
828
Julex Capital Management
Massachusetts
$3.04K
LFG
829
Larson Financial Group
Missouri
$3K
OFW
830
Omnia Family Wealth
Florida
$3K
SCA
831
Stuart Chaussee & Associates
California
$3K
TA
832
Thor Advisors
New York
$3K +$3K +180 New
MSA
833
Marino Stram & Associates
Massachusetts
$3K +$3.17K +190 New
RWML
834
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.86K
NFG
835
Next Financial Group
Texas
$2K -$17K -1,020 -91%
BAM
836
Bruderman Asset Management
New York
$2K -$2.5K -150 -58%
NR
837
Newfound Research
Massachusetts
$2K +$334 +20 +22%
BWM
838
Baystate Wealth Management
Massachusetts
$2K +$1.33K +80 New
FCA
839
FinTrust Capital Advisors
South Carolina
$2K +$1.5K +90 New
NFH
840
NEXT Financial Holdings
Texas
$2K +$1.67K +100 New
RIA
841
Realta Investment Advisors
Delaware
$2K +$2.17K +130 New
SIS
842
Sound Income Strategies
Florida
$1K -$4.67K -280 -88%
CCM
843
Copeland Capital Management
Pennsylvania
$1K -$3.17K -190 -70%
EWM
844
Executive Wealth Management
Michigan
$1K -$1.67K -100 -67%
FL
845
Fort LP
Maryland
$1K
LWCFA
846
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K
MCM
847
MV Capital Management
Maryland
$1K +$1.33K +80 New
CFA
848
Carroll Financial Associates
North Carolina
$1K +$1.83K +110 New
CF
849
Centaurus Financial
California
$656 +$19.5K +1,170 New
AA
850
Advisory Alpha
Michigan
$596 +$501 +30 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.