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Lam Research

1,260 hedge funds and large institutions have $70.6B invested in Lam Research in 2021 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 416 increasing their positions, 506 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 185 | Existing positions closed: 86

23% more capital invested

Capital invested by funds: $57.5B → $70.6B (+$13.2B)

20% more funds holding in top 10

Funds holding in top 10: 4554 (+9)

8% more funds holding

Funds holding: 1,1701,260 (+90)

10.28% less ownership

Funds ownership: 843.5%833.22% (-10%)

16% less call options, than puts

Call options by funds: $1.84B | Put options by funds: $2.19B

18% less repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 506

Holders
1,260
Holders Change
+90
Holders Change %
+7.69%
% of All Funds
22.12%
Holding in Top 10
54
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20%
% of All Funds
0.95%
New
185
Increased
416
Reduced
506
Closed
86
Calls
$1.84B
Puts
$2.19B
Net Calls
-$351M
Net Calls Change
+$781M
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
1026
Precision Wealth Strategies
Missouri
$280K +$256K +4,700 New
CAM
1027
Congress Asset Management
Massachusetts
$279K
DBT
1028
Dubuque Bank & Trust
Iowa
$279K
FNBT
1029
FineMark National Bank & Trust
Florida
$278K
SWA
1030
Stratos Wealth Advisors
Ohio
$277K +$254K +4,660 New
FWM
1031
Frontier Wealth Management
Missouri
$275K
GIM
1032
Grassi Investment Management
California
$274K
AF
1033
Allworth Financial
California
$273K +$46.3K +850 +23%
OPCM
1034
Osborne Partners Capital Management
California
$271K +$248K +4,550 New
AP
1035
Appleton Partners
Massachusetts
$268K
NNP
1036
Nachman Norwood & Parrott
South Carolina
$267K +$545 +10 +0.2%
BO
1037
BRR OpCo
Ohio
$267K +$245K +4,490 New
EFS
1038
Essex Financial Services
Connecticut
$265K +$242K +4,450 New
AWM
1039
Affinity Wealth Management
Delaware
$262K
IIM
1040
Ipswich Investment Management
Massachusetts
$260K +$238K +4,370 New
PFS
1041
Prospera Financial Services
Texas
$258K -$49K -900 -17%
BFEC
1042
Benjamin F. Edwards & Company
Missouri
$258K -$20.2K -370 -8%
GPA
1043
Guidance Point Advisors
Massachusetts
$258K
CWP
1044
Concord Wealth Partners
Virginia
$256K +$231K +4,240 +7,067%
KFGK
1045
Keystone Financial Group (Kentucky)
Kentucky
$255K +$234K +4,290 New
CFGS
1046
Concourse Financial Group Securities
Alabama
$254K -$123K -2,260 -35%
TFS
1047
Thoroughbred Financial Services
Tennessee
$253K +$232K +4,250 New
WPW
1048
Waldron Private Wealth
Pennsylvania
$251K +$229K +4,210 New
TCM
1049
Tanaka Capital Management
New York
$250K
CIP
1050
Convergence Investment Partners
Florida
$248K -$21.8K -400 -9%

LRCX Hedge Fund Activity: Q1 2021 in Review

1,260 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q1 2021, worth a combined $70.6B — up 23% from $57.5B a quarter earlier.

Buyers outnumbered sellers: 185 funds opened new LRCX positions and 86 closed out — a net gain of 99 holders — while 416 added to existing stakes and 506 trimmed.

The largest buyer was DZ Bank, adding an estimated $611M. The largest seller was T. Rowe Price Associates, cutting an estimated $827M.

  • 1,260 institutional investors held Lam Research (LRCX) as of Q1 2021, up from 1,170 in Q4 2020.
  • Funds reported $70.6B of Lam Research stock for Q1 2021, up 23% quarter-over-quarter.
  • 185 funds opened new Lam Research positions in Q1 2021 and 86 closed out, a net change of +99 holders.
  • The largest Lam Research buyer in Q1 2021 was DZ Bank, an estimated $611M added.
  • The largest Lam Research seller in Q1 2021 was T. Rowe Price Associates, an estimated $827M sold.

Based on aggregated 13F filings for Q1 2021.