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Lam Research

862 hedge funds and large institutions have $27.1B invested in Lam Research in 2017 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 280 increasing their positions, 327 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more call options, than puts

Call options by funds: $4.34B | Put options by funds: $1.01B

220% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 51

14% more funds holding

Funds holding: 755862 (+107)

5% less capital invested

Capital invested by funds: $28.4B → $27.1B (-$1.29B)

14% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 327

31% less funds holding in top 10

Funds holding in top 10: 3625 (-11)

35.63% less ownership

Funds ownership: 946.75%911.13% (-36%)

Holders
862
Holders Change
+107
Holders Change %
+14.17%
% of All Funds
19.55%
Holding in Top 10
25
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-30.56%
% of All Funds
0.57%
New
163
Increased
280
Reduced
327
Closed
51
Calls
$4.34B
Puts
$1.01B
Net Calls
+$3.34B
Net Calls Change
+$3.53B
Name Holding Trade Value Shares
Change
Change in
Stake
FFG
851
Ford Financial Group
California
$3K +$3.93K +200 New
PFGIA
852
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$590 -30 -23%
Lazard Asset Management
853
Lazard Asset Management
New York
$2K
TG
854
TLP Group
Illinois
$2K +$1.97K +100 New
GI
855
Gradient Investments
Minnesota
$2K +$2.16K +110 New
HH
856
HWG Holdings
Texas
$1K
LWCFA
857
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K
GWS
858
Glassman Wealth Services
Virginia
$1K +$590 +30 +100%
SIS
859
Sound Income Strategies
Florida
$1K +$786 +40 New
AC
860
Avestar Capital
New York
$1K +$1.18K +60 New
AWM
861
Avior Wealth Management
Nebraska
$1K +$1.18K +60 New
LWM
862
Lenox Wealth Management
Ohio
$1K +$14.7K +750 New
PCG
863
Private Capital Group
Connecticut
$157 +$167K +8,500 New
NSLI
864
Nan Shan Life Insurance
Taiwan
-$175M -9,462,930 Closed
WCM
865
Wedge Capital Management
North Carolina
-$56.9M -3,073,400 Closed
NFA
866
Nationwide Fund Advisors
Ohio
-$53.1M -2,868,420 Closed
GAMA
867
Graticule Asia Macro Advisors
New York
-$51.4M -2,777,770 Closed
CGM
868
Capital Growth Management
Massachusetts
-$46.6M -2,520,000 Closed
AAM
869
Ardevora Asset Management
United Kingdom
-$33.2M -1,795,000 Closed
IIM
870
Ivory Investment Management
New York
-$29.9M -1,615,520 Closed
Voloridge Investment Management
871
Voloridge Investment Management
Florida
-$25.1M -1,356,970 Closed
GCP
872
Garelick Capital Partners
Massachusetts
-$12.8M -689,580 Closed
BIM
873
Bogle Investment Management
Massachusetts
-$11.3M -609,930 Closed
PAA
874
Peregrine Asset Advisers
Oregon
-$10.8M -581,900 Closed
BA
875
Bridgewater Associates
Connecticut
-$6.86M -370,830 Closed

LRCX Hedge Fund Activity: Q4 2017 in Review

862 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q4 2017, worth a combined $27.1B — down 4.5% from $28.4B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new LRCX positions and 51 closed out — a net gain of 112 holders — while 280 added to existing stakes and 327 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $272M. The largest seller was Fidelity Investments, cutting an estimated $569M.

  • 862 institutional investors held Lam Research (LRCX) as of Q4 2017, up from 755 in Q3 2017.
  • Funds reported $27.1B of Lam Research stock for Q4 2017, down 4.5% quarter-over-quarter.
  • 163 funds opened new Lam Research positions in Q4 2017 and 51 closed out, a net change of +112 holders.
  • The largest Lam Research buyer in Q4 2017 was Citadel Advisors, an estimated $272M added.
  • The largest Lam Research seller in Q4 2017 was Fidelity Investments, an estimated $569M sold.

Based on aggregated 13F filings for Q4 2017.