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Lam Research

978 hedge funds and large institutions have $30.2B invested in Lam Research in 2020 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 328 increasing their positions, 426 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 122

2% less funds holding

Funds holding: 997978 (-19)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

4.09% less ownership

Funds ownership: 869.53%865.44% (-4.1%)

18% less capital invested

Capital invested by funds: $36.8B → $30.2B (-$6.63B)

23% less repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 426

29% less call options, than puts

Call options by funds: $715M | Put options by funds: $1B

Holders
978
Holders Change
-19
Holders Change %
-1.91%
% of All Funds
21.55%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.66%
New
114
Increased
328
Reduced
426
Closed
122
Calls
$715M
Puts
$1B
Net Calls
-$289M
Net Calls Change
+$843M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
876
BDO Wealth Advisors
Florida
$44K -$5.76K -200 -10%
TFO
877
Tarbox Family Office
California
$42K -$2.3K -80 -4%
CP
878
Corbenic Partners
Pennsylvania
$39K
BWP
879
Baldwin Wealth Partners
Massachusetts
$38K
AWM
880
AllSquare Wealth Management
New York
$37K
Kayne Anderson Rudnick Investment Management
881
Kayne Anderson Rudnick Investment Management
California
$37K +$28.8K +1,000 +189%
LAS
882
Lloyd Advisory Services
Georgia
$36K -$8.35K -290 -16%
CFG
883
Citizens Financial Group
Rhode Island
$35K -$2.88K -100 -6%
SIAS
884
Shine Investment Advisory Services
Colorado
$35K +$33.1K +1,150 +371%
KPW
885
Kore Private Wealth
New York
$34K -$11.2K -390 -22%
ZB
886
Zions Bancorporation
Utah
$31K -$4.89K -170 -11%
FFC
887
First Financial Corp
Indiana
$31K
CCM
888
Cribstone Capital Management
Maine
$27K -$576 -20 -2%
SNT
889
Security National Trust
West Virginia
$27K
H
890
Hexavest
Quebec, Canada
$26K -$6.62K -230 -18%
AIC
891
Ameritas Investment Company
Nebraska
$26K +$28.5K +990 +900%
MFS
892
Mirabella Financial Services
United Kingdom
$26K +$31.1K +1,080 New
AWM
893
Atticus Wealth Management
Florida
$26K +$31.7K +1,100 New
CFA
894
Carroll Financial Associates
North Carolina
$24K -$47.2K -1,640 -61%
CCM
895
Covington Capital Management
California
$24K -$5.47K -190 -16%
HI
896
Hudock Inc
Pennsylvania
$23K -$11.8K -410 -29%
FHA
897
First Horizon Advisors
Tennessee
$23K -$3.17K -110 -10%
FWM
898
FSA Wealth Management
Massachusetts
$23K
HFS
899
HBC Financial Services
Washington
$22K -$24.5K -850 -46%
AA
900
Ancora Advisors
Ohio
$22K

LRCX Hedge Fund Activity: Q1 2020 in Review

978 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q1 2020, worth a combined $30.2B — down 18% from $36.8B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of LRCX and 114 opened new positions — a net loss of 8 holders — while 426 trimmed existing stakes and 328 added.

The largest buyer was JP Morgan Chase, adding an estimated $692M. The largest seller was Ameriprise, cutting an estimated $408M.

  • 978 institutional investors held Lam Research (LRCX) as of Q1 2020, down from 997 in Q4 2019.
  • Funds reported $30.2B of Lam Research stock for Q1 2020, down 18% quarter-over-quarter.
  • 114 funds opened new Lam Research positions in Q1 2020 and 122 closed out, a net change of -8 holders.
  • The largest Lam Research buyer in Q1 2020 was JP Morgan Chase, an estimated $692M added.
  • The largest Lam Research seller in Q1 2020 was Ameriprise, an estimated $408M sold.

Based on aggregated 13F filings for Q1 2020.