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Lam Research

425 hedge funds and large institutions have $8.49B invested in Lam Research in 2014 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 159 increasing their positions, 163 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $88.4M | Put options by funds: $45.9M

0% less capital invested

Capital invested by funds: $8.51B → $8.49B (-$23.8M)

2% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 163

4% less funds holding

Funds holding: 445425 (-20)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

21% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 57

Holders
425
Holders Change
-20
Holders Change %
-4.49%
% of All Funds
12.28%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
45
Increased
159
Reduced
163
Closed
57
Calls
$88.4M
Puts
$45.9M
Net Calls
+$42.5M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.08B +$97.7M +18,390,480 +10%
Ameriprise
2
Ameriprise
Minnesota
$675M +$30.1M +5,674,660 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$633M +$17.9M +3,373,870 +3%
Artisan Partners
4
Artisan Partners
Wisconsin
$387M -$437K -82,310 -0.1%
State Street
5
State Street
Massachusetts
$373M +$2.55M +479,310 +0.7%
BIT
6
BlackRock Institutional Trust
California
$234M +$4.93M +927,980 +2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$197M +$35.4M +6,660,360 +23%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$156M +$111M +20,840,130 +274%
SFM
9
Systematic Financial Management
New Jersey
$129M -$18.4M -3,460,850 -13%
BFA
10
BlackRock Fund Advisors
California
$128M +$5.35M +1,006,180 +5%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$125M +$14.3M +2,697,020 +13%
Northern Trust
12
Northern Trust
Illinois
$122M +$5.48M +1,032,240 +5%
Citadel Advisors
13
Citadel Advisors
Florida
$119M +$46.8M +8,812,930 +69%
FAM
14
Fred Alger Management
New York
$112M +$4.66M +876,350 +5%
TCIM
15
TIAA CREF Investment Management
New York
$108M -$44.2M -8,322,740 -30%
Goldman Sachs
16
Goldman Sachs
New York
$97.4M -$127M -23,898,480 -57%
Invesco
17
Invesco
Georgia
$95.1M +$13.6M +2,559,100 +17%
AllianceBernstein
18
AllianceBernstein
Tennessee
$94.8M -$2.95M -555,190 -3%
Harris Associates
19
Harris Associates
Illinois
$94.4M -$8.96M -1,686,480 -9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$92.1M -$1,000K -188,180 -1%
CCI
21
Columbus Circle Investors
$91.4M +$27.9M +5,257,590 +46%
Franklin Resources
22
Franklin Resources
California
$91.1M +$13.1M +2,456,960 +17%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$90.3M +$68.8M +12,952,000 +374%
PA
24
Pinnacle Associates
New York
$88.9M -$4.49M -844,590 -5%
UIM
25
USS Investment Management
United Kingdom
$83.6M

LRCX Hedge Fund Activity: Q1 2014 in Review

425 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q1 2014, worth a combined $8.49B — down 0.28% from $8.51B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of LRCX and 45 opened new positions — a net loss of 12 holders — while 163 trimmed existing stakes and 159 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $111M. The largest seller was Ignis Investment Services, exiting entirely with an estimated $284M sold.

  • 425 institutional investors held Lam Research (LRCX) as of Q1 2014, down from 445 in Q4 2013.
  • Funds reported $8.49B of Lam Research stock for Q1 2014, down 0.28% quarter-over-quarter.
  • 45 funds opened new Lam Research positions in Q1 2014 and 57 closed out, a net change of -12 holders.
  • The largest Lam Research buyer in Q1 2014 was T. Rowe Price Associates, an estimated $111M added.
  • The largest Lam Research seller in Q1 2014 was Ignis Investment Services, an estimated $284M sold.

Based on aggregated 13F filings for Q1 2014.