We are live on ! Find out more
LRCX icon

Lam Research

809 hedge funds and large institutions have $18.3B invested in Lam Research in 2018 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 231 increasing their positions, 357 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 124

1% less funds holding

Funds holding: 815809 (-6)

8% less call options, than puts

Call options by funds: $647M | Put options by funds: $704M

14% less capital invested

Capital invested by funds: $21.2B → $18.3B (-$2.95B)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

35% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 357

44.2% less ownership

Funds ownership: 919.23%875.03% (-44%)

Holders
809
Holders Change
-6
Holders Change %
-0.74%
% of All Funds
18.03%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
125
Increased
231
Reduced
357
Closed
124
Calls
$647M
Puts
$704M
Net Calls
-$57.1M
Net Calls Change
+$732M
Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
851
Highland Capital Management (Tennessee)
Tennessee
-$755K -49,740 Closed
WAM
852
Weiss Asset Management
Massachusetts
-$698K -46,020 Closed
Qube Research & Technologies (QRT)
853
Qube Research & Technologies (QRT)
United Kingdom
-$677K -44,600 Closed
MSE
854
MUFG Securities EMEA
United Kingdom
-$648K -42,720 Closed
PIM
855
Penobscot Investment Management
Massachusetts
-$555K -36,600 Closed
KJWM
856
Kiley Juergens Wealth Management
Washington
-$459K -30,300 Closed
IAA
857
Independent Advisor Alliance
North Carolina
-$264K -28,760 Closed
WSCM
858
Wellington Shields Capital Management
New York
-$410K -27,000 Closed
SFS
859
Sowell Financial Services
Arkansas
-$400K -26,370 Closed
LCM
860
Laurion Capital Management
New York
-$331K -23,120 Closed
VRS
861
Virginia Retirement Systems
Virginia
-$349K -23,000 Closed
CCM
862
Coldstream Capital Management
Washington
-$341K -22,510 Closed
PCIA
863
Prime Capital Investment Advisors
Kansas
-$334K -22,000 Closed
CIM
864
Confluence Investment Management
Missouri
-$316K -20,860 Closed
HAIM
865
Hunter Associates Investment Management
Pennsylvania
-$311K -20,500 Closed
BFG
866
Beacon Financial Group
Texas
-$310K -20,410 Closed
EP
867
Edgestream Partners
New Jersey
-$302K -19,900 Closed
SIM
868
SSI Investment Management
California
-$302K -19,810 Closed
RAM
869
Redmond Asset Management
Virginia
-$288K -19,000 Closed
CAN
870
Claraphi Advisory Network
United States
-$288K -18,950 Closed
MAM
871
Morse Asset Management
Connecticut
-$281K -18,500 Closed
PFPT
872
Pinnacle Financial Partners (Tennessee)
Tennessee
-$280K -18,490 Closed
ABA
873
American Beacon Advisors
Texas
-$275K -18,110 Closed
OWA
874
One Wealth Advisors
California
-$275K -18,110 Closed
NF
875
Nikulski Financial
Iowa
-$250K -17,650 Closed

LRCX Hedge Fund Activity: Q4 2018 in Review

809 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q4 2018, worth a combined $18.3B — down 14% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new LRCX positions and 124 closed out — a net gain of 1 holder — while 231 added to existing stakes and 357 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $446M. The largest seller was T. Rowe Price Associates, cutting an estimated $757M.

  • 809 institutional investors held Lam Research (LRCX) as of Q4 2018, down from 815 in Q3 2018.
  • Funds reported $18.3B of Lam Research stock for Q4 2018, down 14% quarter-over-quarter.
  • 125 funds opened new Lam Research positions in Q4 2018 and 124 closed out, a net change of +1 holder.
  • The largest Lam Research buyer in Q4 2018 was Fidelity Investments, an estimated $446M added.
  • The largest Lam Research seller in Q4 2018 was T. Rowe Price Associates, an estimated $757M sold.

Based on aggregated 13F filings for Q4 2018.