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Lam Research

1,297 hedge funds and large institutions have $65.6B invested in Lam Research in 2021 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 507 increasing their positions, 465 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 507 | Existing positions reduced: 465

0% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 122

1% less funds holding

Funds holding: 1,3101,297 (-13)

2.96% less ownership

Funds ownership: 823.32%820.37% (-3%)

14% less capital invested

Capital invested by funds: $76.2B → $65.6B (-$10.6B)

39% less funds holding in top 10

Funds holding in top 10: 5634 (-22)

42% less call options, than puts

Call options by funds: $1.87B | Put options by funds: $3.24B

Holders
1,297
Holders Change
-13
Holders Change %
-0.99%
% of All Funds
22.71%
Holding in Top 10
34
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-39.29%
% of All Funds
0.6%
New
122
Increased
507
Reduced
465
Closed
122
Calls
$1.87B
Puts
$3.24B
Net Calls
-$1.37B
Net Calls Change
-$302M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
976
Sax Wealth Advisors
New Jersey
$338K
BCA
977
Berman Capital Advisors
Georgia
$338K +$23.1K +380 +7%
MSFS
978
Main Street Financial Solutions
Pennsylvania
$338K +$23.1K +380 +7%
PCM
979
Parsons Capital Management
Rhode Island
$336K
FWIA
980
Fort Washington Investment Advisors
Ohio
$336K +$60.8K +1,000 +20%
WPW
981
Waldron Private Wealth
Pennsylvania
$336K +$73K +1,200 +26%
CWP
982
CFM Wealth Partners
Texas
$335K
KCM
983
Kendall Capital Management
Maryland
$335K
NB
984
Nicolet Bankshares
Wisconsin
$335K
IAN
985
Integrated Advisors Network
Texas
$333K -$25.5K -420 -7%
CRWM
986
Castle Rock Wealth Management
California
$332K +$2.43K +40 +0.7%
MFS
987
Mirabella Financial Services
United Kingdom
$332K +$103K +1,700 +41%
HA
988
HYA Advisors
Missouri
$331K -$91.2K -1,500 -20%
GBT
989
Grove Bank & Trust
Florida
$329K -$1.22K -20 -0.3%
EFSCE
990
Enterprise Financial Services Corp (EFSC)
Missouri
$328K +$212K +3,490 +154%
MSR
991
Main Street Research
Connecticut
$327K
PCS
992
Personal CFO Solutions
New Jersey
$324K +$76.6K +1,260 +28%
PWPS
993
Pinnacle Wealth Planning Services
Ohio
$321K +$2.43K +40 +0.7%
IA
994
Insight Advisors
Pennsylvania
$319K -$28K -460 -8%
HI
995
Harbour Investments
Wisconsin
$318K +$49.3K +810 +17%
KF
996
Krilogy Financial
Missouri
$316K
SI
997
Shaker Investments
Ohio
$316K
KOC
998
Koss-Olinger Consulting
Florida
$315K -$121K -1,990 -26%
GM
999
GeoWealth Management
Illinois
$314K +$254K +4,170 +309%
MWM
1000
Meridian Wealth Management
Kentucky
$312K -$178K -2,930 -35%

LRCX Hedge Fund Activity: Q3 2021 in Review

1,297 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q3 2021, worth a combined $65.6B — down 14% from $76.2B a quarter earlier.

Fund positioning in LRCX was balanced in Q3 2021: 122 funds opened new positions, 122 closed out, 507 added to existing stakes and 465 trimmed.

The largest buyer was Vulcan Value Partners, opening a new position worth an estimated $545M. The largest seller was JP Morgan Chase, cutting an estimated $717M.

  • 1,297 institutional investors held Lam Research (LRCX) as of Q3 2021, down from 1,310 in Q2 2021.
  • Funds reported $65.6B of Lam Research stock for Q3 2021, down 14% quarter-over-quarter.
  • 122 funds opened new Lam Research positions in Q3 2021 and 122 closed out, a net change of 0 holders.
  • The largest Lam Research buyer in Q3 2021 was Vulcan Value Partners, an estimated $545M added.
  • The largest Lam Research seller in Q3 2021 was JP Morgan Chase, an estimated $717M sold.

Based on aggregated 13F filings for Q3 2021.