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Lam Research
LRCX

841 hedge funds and large institutions have $24.5B invested in Lam Research in 2019 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 305 increasing their positions, 327 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

3.08% more ownership

Funds ownership: 862.49% → 865.57% (+3.1%)

4% more capital invested

Capital invested by funds: $23.5B → $24.5B (+$989M)

3% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 92

1% less funds holding

Funds holding: 849 → 841 (-8)

7% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 327

32% less call options, than puts

Call options by funds: $785M | Put options by funds: $1.16B

Holders
841
Holders Change
-8
Holders Change %
-0.94%
% of All Funds
18.27%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.33%
New
95
Increased
305
Reduced
327
Closed
92
Calls
$785M
Puts
$1.16B
Net Calls
-$375M
Net Calls Change
+$30.5M

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$412M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$153M
3
LPU
Lansdowne Partners (UK)
United Kingdom
+$150M
4
Invesco
Invesco
Georgia
+$66.5M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$50.7M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$239M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$155M
3
Goldman Sachs
Goldman Sachs
New York
-$152M
4
DCP
D1 Capital Partners
New York
-$66.1M
5
Morgan Stanley
Morgan Stanley
New York
-$65.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
826
MV Capital Management
Maryland
$3K +$1.14K +60 +75%
SCA
827
Stonebridge Capital Advisors
Minnesota
$3K +$2.85K +150 New
LWM
828
Liberty Wealth Management
California
$3K +$3.42K +180 New
FGAM
829
Financial Gravity Asset Management
Texas
$2K -$2.85K -150 -63%
JCM
830
Julex Capital Management
Massachusetts
$2K -$949 -50 -29%
NR
831
Newfound Research
Massachusetts
$2K – – –
AOWM
832
Alpha Omega Wealth Management
Virginia
$2K +$1.9K +100 New
MCM
833
McMillion Capital Management
North Carolina
$2K +$2.09K +110 New
EWM
834
Executive Wealth Management
Michigan
$1K – – –
SIS
835
Sound Income Strategies
Florida
$1K – – –
TFA
836
Transamerica Financial Advisors
Florida
$1K +$379 +20 New
AS
837
Altshuler Shaham
Israel
$1K +$1.33K +70 New
FPFS
838
First Personal Financial Services
North Carolina
$1K +$1.33K +70 New
W
839
WealthStone
Ohio
$939 +$949 +50 New
MWM
840
Meridian Wealth Management
Kentucky
$611 +$61.7K +3,250 New
WIM
841
Westside Investment Management
California
$440 +$445K +23,450 New
DCP
842
D1 Capital Partners
New York
– -$66.1M -3,690,000 Closed
SI
843
Scout Investments
Missouri
– -$28.3M -1,582,090 Closed
Capital International Investors
844
Capital International Investors
California
– -$25.1M -1,399,370 Closed
CTA
845
Carillon Tower Advisers
Florida
– -$19.1M -1,065,000 Closed
Marshall Wace
846
Marshall Wace
United Kingdom
– -$9.23M -515,520 Closed
Assenagon Asset Management
847
Assenagon Asset Management
Luxembourg
– -$8.65M -483,050 Closed
ECM
848
Element Capital Management
New York
– -$6.06M -338,720 Closed
KWILP
849
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$5.45M -304,590 Closed
AIM
850
Assured Investment Management
New York
– -$4.92M -274,900 Closed
32 33
34
35 36

LRCX Hedge Fund Activity: Q2 2019 in Review

841 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q2 2019, worth a combined $24.5B — up 4.2% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new LRCX positions and 92 closed out — a net gain of 3 holders — while 305 added to existing stakes and 327 trimmed.

The largest buyer was Nuveen, adding an estimated $412M. The largest seller was Ameriprise, cutting an estimated $239M.

  • 841 institutional investors held Lam Research (LRCX) as of Q2 2019, down from 849 in Q1 2019.
  • Funds reported $24.5B of Lam Research stock for Q2 2019, up 4.2% quarter-over-quarter.
  • 95 funds opened new Lam Research positions in Q2 2019 and 92 closed out, a net change of +3 holders.
  • The largest Lam Research buyer in Q2 2019 was Nuveen, an estimated $412M added.
  • The largest Lam Research seller in Q2 2019 was Ameriprise, an estimated $239M sold.

Based on aggregated 13F filings for Q2 2019.