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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
Prudential Financial
76
Prudential Financial
New Jersey
$35.8M +$7.65M +533,480 +25%
State of Wisconsin Investment Board
77
State of Wisconsin Investment Board
Wisconsin
$35.2M +$11.8M +821,410 +47%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$34.7M +$255K +17,810 +0.7%
National Pension Service
79
National Pension Service
South Korea
$34.6M +$1.85M +128,840 +7%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$33.7M -$2.14M -149,490 -6%
Victory Capital Management
81
Victory Capital Management
Texas
$33.1M +$3.67M +256,040 +12%
Massachusetts Financial Services
82
Massachusetts Financial Services
Massachusetts
$33M +$32.8M +2,287,550 +1,648%
WHG
83
Westwood Holdings Group
Texas
$32.6M -$501K -34,930 -1%
State of New Jersey Common Pension Fund D
84
State of New Jersey Common Pension Fund D
New Jersey
$32M
DCP
85
D1 Capital Partners
New York
$32M +$33.7M +2,350,000 New
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$31.8M -$13.4M -934,010 -29%
VanEck Associates
87
VanEck Associates
New York
$31.4M -$15.5M -1,081,860 -32%
Jennison Associates
88
Jennison Associates
New York
$31.2M +$299K +20,850 +0.9%
EAM
89
Eventide Asset Management
Massachusetts
$30.9M
AIA
90
Avalon Investment & Advisory
Texas
$29M +$7.44M +518,990 +32%
USAA
91
United Services Automobile Association
Texas
$28.1M -$1.16M -81,090 -4%
Barclays
92
Barclays
United Kingdom
$27.8M -$13.2M -921,210 -31%
GAM
93
Gotham Asset Management
New York
$27.6M -$4.05M -282,570 -12%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$27.6M -$404K -28,200 -1%
AAM
95
Ardevora Asset Management
United Kingdom
$27.1M +$2.12M +147,990 +8%
ClearBridge Investments
96
ClearBridge Investments
New York
$26.6M -$749K -52,250 -3%
MP
97
Marlowe Partners
New York
$26.4M -$5.72M -399,080 -17%
MSL
98
Mackay Shields LLC
New York
$25.5M +$22.8M +1,587,780 +556%
Robeco Institutional Asset Management
99
Robeco Institutional Asset Management
Netherlands
$24.7M +$13.1M +912,540 +101%
Two Sigma Investments
100
Two Sigma Investments
New York
$23.5M +$7.45M +519,470 +43%

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.