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Lam Research

1,260 hedge funds and large institutions have $70.6B invested in Lam Research in 2021 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 416 increasing their positions, 506 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 185 | Existing positions closed: 86

23% more capital invested

Capital invested by funds: $57.5B → $70.6B (+$13.2B)

20% more funds holding in top 10

Funds holding in top 10: 4554 (+9)

8% more funds holding

Funds holding: 1,1701,260 (+90)

10.28% less ownership

Funds ownership: 843.5%833.22% (-10%)

16% less call options, than puts

Call options by funds: $1.84B | Put options by funds: $2.19B

18% less repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 506

Holders
1,260
Holders Change
+90
Holders Change %
+7.69%
% of All Funds
22.12%
Holding in Top 10
54
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20%
% of All Funds
0.95%
New
185
Increased
416
Reduced
506
Closed
86
Calls
$1.84B
Puts
$2.19B
Net Calls
-$351M
Net Calls Change
+$781M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
851
Horizon Investments
North Carolina
$614K +$562K +10,320 New
RG
852
Rikoon Group
New Mexico
$611K
BDF
853
Balasa Dinverno & Foltz
$611K +$12K +220 +2%
JF
854
Jump Financial
Illinois
$607K -$207K -3,800 -27%
EWM
855
Empirical Wealth Management
Washington
$606K +$82.3K +1,510 +17%
CWA
856
Carolina Wealth Advisors
South Carolina
$604K -$581K -10,670 -51%
GG
857
Gofen & Glossberg
Illinois
$600K
TSW
858
Thompson Siegel & Walmsley
Virginia
$597K +$1.64K +30 +0.3%
HA
859
HYA Advisors
Missouri
$595K
MAWCM
860
Mine & Arao Wealth Creation & Management
California
$595K
PFA
861
Pathway Financial Advisors
Vermont
$595K
IAIM
862
International Assets Investment Management
Florida
$594K +$279K +5,120 +84%
IWC
863
Integrated Wealth Concepts
Massachusetts
$591K +$145K +2,670 +37%
LNC
864
Lincoln National Corp
Pennsylvania
$590K +$70.3K +1,290 +15%
CT
865
Caldwell Trust
Florida
$588K -$40.9K -750 -7%
DWM
866
Defined Wealth Management
Oregon
$583K
CPIG
867
Chicago Partners Investment Group
Illinois
$581K +$24K +440 +5%
FC
868
Forte Capital
New York
$578K
FHB
869
First Hawaiian Bank
Hawaii
$574K -$221K -4,050 -30%
CFSG
870
Clark Financial Services Group
Missouri
$571K +$523K +9,590 New
BA
871
Birinyi Associates
Connecticut
$565K -$436K -8,000 -46%
BAM
872
Barrett Asset Management
New York
$558K +$350K +6,430 +218%
II
873
Inspire Investing
Idaho
$556K -$60.5K -1,110 -11%
SFM
874
Systematic Financial Management
New Jersey
$554K
ACM
875
Allred Capital Management
Texas
$553K +$11.4K +210 +2%

LRCX Hedge Fund Activity: Q1 2021 in Review

1,260 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q1 2021, worth a combined $70.6B — up 23% from $57.5B a quarter earlier.

Buyers outnumbered sellers: 185 funds opened new LRCX positions and 86 closed out — a net gain of 99 holders — while 416 added to existing stakes and 506 trimmed.

The largest buyer was DZ Bank, adding an estimated $611M. The largest seller was T. Rowe Price Associates, cutting an estimated $827M.

  • 1,260 institutional investors held Lam Research (LRCX) as of Q1 2021, up from 1,170 in Q4 2020.
  • Funds reported $70.6B of Lam Research stock for Q1 2021, up 23% quarter-over-quarter.
  • 185 funds opened new Lam Research positions in Q1 2021 and 86 closed out, a net change of +99 holders.
  • The largest Lam Research buyer in Q1 2021 was DZ Bank, an estimated $611M added.
  • The largest Lam Research seller in Q1 2021 was T. Rowe Price Associates, an estimated $827M sold.

Based on aggregated 13F filings for Q1 2021.