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Lam Research

526 hedge funds and large institutions have $12.4B invested in Lam Research in 2014 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 179 increasing their positions, 175 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 33

13% more funds holding

Funds holding: 465526 (+61)

5% more capital invested

Capital invested by funds: $11.8B → $12.4B (+$642M)

2% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 175

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

41% less call options, than puts

Call options by funds: $115M | Put options by funds: $194M

Holders
526
Holders Change
+61
Holders Change %
+13.12%
% of All Funds
14.03%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.32%
New
101
Increased
179
Reduced
175
Closed
33
Calls
$115M
Puts
$194M
Net Calls
-$78.5M
Net Calls Change
-$98.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.71B +$51.1M +6,594,590 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$968M +$18.1M +2,333,020 +2%
Ameriprise
3
Ameriprise
Minnesota
$659M -$57.6M -7,433,600 -8%
State Street
4
State Street
Massachusetts
$550M +$8.4M +1,083,360 +2%
BIT
5
BlackRock Institutional Trust
California
$332M -$3.86M -497,600 -1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$261M +$12.4M +1,594,860 +5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$244M +$108M +13,890,270 +82%
TCIM
8
TIAA CREF Investment Management
New York
$220M -$16M -2,064,350 -7%
BFA
9
BlackRock Fund Advisors
California
$215M +$16.7M +2,149,250 +9%
Invesco
10
Invesco
Georgia
$209M +$78.7M +10,154,630 +63%
GC
11
Greenlight Capital
New York
$197M -$12.4M -1,600,000 -6%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$196M -$77.2M -9,954,270 -29%
Allianz Asset Management
13
Allianz Asset Management
Germany
$188M +$7.69M +991,820 +4%
Northern Trust
14
Northern Trust
Illinois
$171M -$1.2M -154,430 -0.7%
CCI
15
Columbus Circle Investors
$163M -$4.09M -527,090 -3%
Deutsche Bank
16
Deutsche Bank
Germany
$144M +$35.1M +4,531,140 +33%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$134M -$7.94M -1,024,010 -6%
PI
18
Putnam Investments
Massachusetts
$134M +$9.65M +1,244,680 +8%
Alkeon Capital Management
19
Alkeon Capital Management
New York
$124M +$6.67M +860,000 +6%
PA
20
Pinnacle Associates
New York
$123M +$5.97M +769,870 +5%
Artisan Partners
21
Artisan Partners
Wisconsin
$122M -$222M -28,634,600 -65%
UIM
22
USS Investment Management
United Kingdom
$118M -$15.5M -2,000,000 -12%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$113M +$17.3M +2,229,820 +18%
Citadel Advisors
24
Citadel Advisors
Florida
$111M -$63.5M -8,185,400 -37%
AllianceBernstein
25
AllianceBernstein
Tennessee
$102M +$148K +19,120 +0.1%

LRCX Hedge Fund Activity: Q4 2014 in Review

526 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q4 2014, worth a combined $12.4B — up 5.4% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new LRCX positions and 33 closed out — a net gain of 68 holders — while 179 added to existing stakes and 175 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $108M. The largest seller was Artisan Partners, cutting an estimated $222M.

  • 526 institutional investors held Lam Research (LRCX) as of Q4 2014, up from 465 in Q3 2014.
  • Funds reported $12.4B of Lam Research stock for Q4 2014, up 5.4% quarter-over-quarter.
  • 101 funds opened new Lam Research positions in Q4 2014 and 33 closed out, a net change of +68 holders.
  • The largest Lam Research buyer in Q4 2014 was Bank of New York Mellon, an estimated $108M added.
  • The largest Lam Research seller in Q4 2014 was Artisan Partners, an estimated $222M sold.

Based on aggregated 13F filings for Q4 2014.