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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
RPWA
1326
Regent Peak Wealth Advisors
Georgia
-$93K -1,970 Closed
EDRH
1327
Edmond de Rothschild Holding
Switzerland
-$90K -1,900 Closed
FCH
1328
Freestone Capital Holdings
Washington
-$84.5K -1,790 Closed
VCG
1329
Vantage Consulting Group
Virginia
-$76K -1,610 Closed
IR
1330
Invictus RG
Bermuda
-$44K -930 Closed
CAAS
1331
Capital Asset Advisory Services
Michigan
-$40K -850 Closed
FWM
1332
FSA Wealth Management
Massachusetts
-$31K -660 Closed
MIM
1333
Meridiem Investment Management
United Kingdom
-$26K -550 Closed
APC
1334
Asset Planning Corporation
Tennessee
-$23K -490 Closed
IA
1335
IFS Advisors
Kansas
-$21K -450 Closed
TI
1336
tru Independence
Oregon
-$14 -310 Closed
OPW
1337
Oxler Private Wealth
New York
-$14K -300 Closed
M
1338
MOTCO
Texas
-$7K -140 Closed
ADL
1339
Asset Dedication LLC
California
-$6K -130 Closed
D
1340
Diversified
Delaware
-$4K -110 Closed
GI
1341
Gradient Investments
Minnesota
-$4K -110 Closed
FPFS
1342
First Personal Financial Services
North Carolina
-$5K -100 Closed
LWCFA
1343
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$3K -70 Closed
RWA
1344
Ropes Wealth Advisors
Massachusetts
-$3K -60 Closed
MA
1345
MUFG Americas
New York
-$1K -30 Closed

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.