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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
SCA
951
Stonebridge Capital Advisors
Minnesota
$4K
SCA
952
Stuart Chaussee & Associates
California
$4K
GWMIA
953
Global Wealth Management Investment Advisory
Florida
$4K +$4.32K +150 New
LSA
954
Lion Street Advisors
Texas
$4K +$4.32K +150 New
SSB
955
Sandy Spring Bank
Maryland
$4K +$4.89K +170 New
SI
956
Sprott Inc
Ontario, Canada
$3.6K -$864K -30,000 -17%
SQA
957
Simon Quick Advisors
New Jersey
$3K -$126K -4,390 -97%
GWM
958
Geneos Wealth Management
Colorado
$3K -$64.8K -2,250 -94%
GWS
959
Glassman Wealth Services
Virginia
$3K -$1.73K -60 -33%
WCM
960
Wealthcare Capital Management
Virginia
$3K -$864 -30 -21%
CHA
961
Carmichael Hill & Associates
Maryland
$3K
MCM
962
McMillion Capital Management
North Carolina
$3K
M
963
MOTCO
Texas
$3K +$1.15K +40 +40%
WAP
964
Wealthcare Advisory Partners
Pennsylvania
$3K +$3.46K +120 New
WAM
965
Wolverine Asset Management
Illinois
$3K +$4.32K +150 New
OAM
966
Optimal Asset Management
California
$2.9K +$1.22M +42,200 +54%
WQ
967
Wealth Quarterback
New Jersey
$2.4K -$8.93K -310 -76%
TAIM
968
TD Ameritrade Investment Management
Nebraska
$2K -$58.7K -2,040 -97%
MIM
969
Macroview Investment Management
Maryland
$2K -$1.15K -40 -31%
LWCFA
970
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
NR
971
Newfound Research
Massachusetts
$2K
AIM
972
Anchor Investment Management
South Carolina
$1.92K +$2.3K +80 New
MIFH
973
Migdal Insurance & Financial Holdings
Israel
$1K -$17.6K -610 -94%
CBT
974
Capital Bank & Trust
California
$1K -$1.15K -40 -50%
PW
975
Price Wealth
Texas
$1K

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.