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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
WAS
901
Winch Advisory Services
Wisconsin
$22K +$7.2K +250 +38%
PGAM
902
Princeton Global Asset Management
New Jersey
$20K
SLF
903
Sun Life Financial
Ontario, Canada
$20K
TL
904
TrueWealth LLC
Georgia
$20K
MAM
905
Marquette Asset Management
Minnesota
$18K
LWA
906
Lenox Wealth Advisors
New York
$17K
FMII
907
Farmers & Merchants Investments Inc
Nebraska
$17K +$288 +10 +1%
First Manhattan
908
First Manhattan
New York
$17K +$21.3K +740 New
AWM
909
Avondale Wealth Management
Texas
$16K
EARNEST Partners
910
EARNEST Partners
Georgia
$16K
IRC
911
Investors Research Corp
Georgia
$16K
TA
912
Thor Advisors
New York
$16K +$19K +660 New
BC
913
Barnett & Company
Tennessee
$15K
CFD
914
Creative Financial Designs
Indiana
$15K +$288 +10 +2%
EWP
915
Engrave Wealth Partners
Texas
$14K
BII
916
Bainco International Investors
Massachusetts
$14K +$16.7K +580 New
FGAM
917
Financial Gravity Asset Management
Texas
$13.7K +$15.5K +540 +1,800%
AWA
918
Arkadios Wealth Advisors
Georgia
$13.4K -$2.3K -80 -13%
IBOK
919
Independence Bank of Kentucky
Kentucky
$13K
IA
920
IndexIQ Advisors
New York
$12K
SFSIG
921
San Francisco Sentry Investment Group
California
$12K
TCM
922
Tradewinds Capital Management
Washington
$12K
HR
923
Howe & Rusling
New York
$12K +$8.35K +290 +126%
FMTCOCP
924
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K -$23K -800 -63%
CI
925
CX Institutional
Indiana
$11K +$2.3K +80 +22%

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.