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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
APWA
1201
Atlas Private Wealth Advisors
New Jersey
$23K
Q
1202
QVR
California
$23K +$21.3K +390 New
HFS
1203
HBC Financial Services
Washington
$22.7K -$8.17K -150 -30%
WPA
1204
West Paces Advisors
Georgia
$22K
ED
1205
Exane Derivatives
France
$22K -$15.8K -290 -44%
MWP
1206
Meridian Wealth Partners
Pennsylvania
$22K +$20.7K +380 New
HWA
1207
HHM Wealth Advisors
Tennessee
$21K
JFA
1208
JNBA Financial Advisors
Minnesota
$21K
SIC
1209
Salem Investment Counselors
North Carolina
$20K +$1.64K +30 +10%
CHA
1210
Carmichael Hill & Associates
Maryland
$19K
CLOS
1211
Compagnie Lombard Odier SCmA
Switzerland
$19K +$17.4K +320 New
WAP
1212
Wealthcare Advisory Partners
Pennsylvania
$19K +$17.4K +320 New
Jones Financial Companies
1213
Jones Financial Companies
Missouri
$18K
SBL
1214
Sargent Bickham Lagudis
Colorado
$18K +$16.3K +300 New
KFS
1215
Kelly Financial Services
Massachusetts
$17.9K
RWM
1216
RBA Wealth Management
California
$17.9K +$16.3K +300 New
RWML
1217
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$17.3K +$1.64K +30 +12%
HR
1218
Howe & Rusling
New York
$17K -$8.17K -150 -35%
PB
1219
Pinnacle Bancorp
Nebraska
$17K
MWM
1220
Mascoma Wealth Management
New Hampshire
$17K +$15.3K +280 New
AWM
1221
Accel Wealth Management
Iowa
$16K
ME
1222
McIlrath & Eck
Washington
$16K
ATC
1223
Adirondack Trust Company
New York
$15K
SFSIG
1224
San Francisco Sentry Investment Group
California
$15K
BWM
1225
BerganKDV Wealth Management
Minnesota
$14K

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.