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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
LWM
976
Liberty Wealth Management
California
$1K +$1.15K +40 New
WIM
977
Westside Investment Management
California
$206 +$248K +8,600 New
TI
978
tru Independence
Oregon
$7
Point72 Asset Management
979
Point72 Asset Management
Connecticut
-$95.8M -3,275,350 Closed
Swedbank
980
Swedbank
Sweden
-$55.9M -1,909,770 Closed
Holocene Advisors
981
Holocene Advisors
New York
-$47.5M -1,622,950 Closed
JFA
982
Johanson Financial Advisors
California
-$451K -1,318,700 Closed
MC
983
Maplelane Capital
New York
-$12M -410,010 Closed
RJFSA
984
Raymond James Financial Services Advisors
Florida
-$12M -409,060 Closed
ZDA
985
Zweig-DiMenna Associates
New York
-$10.1M -344,610 Closed
OAM
986
Oxford Asset Management
United Kingdom
-$9.77M -334,090 Closed
AIM
987
Achmea Investment Management
Netherlands
-$8.33M -284,750 Closed
MPM
988
Meritage Portfolio Management
Kansas
-$7.89M -270,000 Closed
CFM
989
Coronation Fund Managers
South Africa
-$6.34M -216,780 Closed
CF
990
Copperwynd Financial
Arizona
-$6.19M -211,780 Closed
BC
991
Breakline Capital
New York
-$4.87M -166,670 Closed
WC
992
Winmill & Co
New York
-$4.09M -140,000 Closed
HAI
993
Hennessy Advisors Inc
California
-$3.93M -134,410 Closed
WorldQuant Millennium Advisors
994
WorldQuant Millennium Advisors
New York
-$3.79M -129,510 Closed
IAN
995
Integrated Advisors Network
Texas
-$3.39M -116,020 Closed
BCM
996
Barometer Capital Management
Ontario, Canada
-$3.11M -106,500 Closed
Assenagon Asset Management
997
Assenagon Asset Management
Luxembourg
-$2.98M -102,090 Closed
ARTA
998
A.R.T. Advisors
New York
-$2.87M -98,000 Closed
CC
999
Cipher Capital
New York
-$2.61M -89,230 Closed
AI
1000
Atria Investments
North Carolina
-$2.57M -87,760 Closed

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.