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Lam Research

506 hedge funds and large institutions have $11.2B invested in Lam Research in 2015 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 190 increasing their positions, 201 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 201

4% less funds holding

Funds holding: 527506 (-21)

10% less capital invested

Capital invested by funds: $12.4B → $11.2B (-$1.27B)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

18% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 66

43% less call options, than puts

Call options by funds: $75.7M | Put options by funds: $134M

Holders
506
Holders Change
-21
Holders Change %
-3.98%
% of All Funds
13.48%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
54
Increased
190
Reduced
201
Closed
66
Calls
$75.7M
Puts
$134M
Net Calls
-$57.8M
Net Calls Change
+$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.68B +$184M +23,323,670 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$897M +$45.4M +5,743,800 +5%
Ameriprise
3
Ameriprise
Minnesota
$556M -$30.4M -3,845,110 -5%
State Street
4
State Street
Massachusetts
$459M -$31.6M -3,993,090 -6%
BIT
5
BlackRock Institutional Trust
California
$303M +$9.52M +1,204,410 +3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$217M -$15.6M -1,976,810 -6%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$208M +$38.7M +4,892,390 +20%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$201M -$16.7M -2,109,040 -7%
BFA
9
BlackRock Fund Advisors
California
$188M -$2.03M -257,270 -1%
Invesco
10
Invesco
Georgia
$166M -$21.3M -2,699,950 -10%
Citadel Advisors
11
Citadel Advisors
Florida
$163M +$72.6M +9,178,100 +66%
TCIM
12
TIAA CREF Investment Management
New York
$160M -$38.5M -4,865,120 -18%
Deutsche Bank
13
Deutsche Bank
Germany
$156M +$32.3M +4,091,400 +23%
Northern Trust
14
Northern Trust
Illinois
$147M -$4.68M -591,290 -3%
Allianz Asset Management
15
Allianz Asset Management
Germany
$146M -$22.6M -2,864,670 -12%
CCI
16
Columbus Circle Investors
$139M -$6.26M -791,180 -4%
JHIU
17
Janus Henderson Investors US
Colorado
$126M +$107M +13,514,200 +308%
American Century Companies
18
American Century Companies
Missouri
$117M +$34.6M +4,370,820 +36%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$116M -$2.9M -366,420 -2%
GC
20
Greenlight Capital
New York
$116M -$65.2M -8,250,000 -33%
PA
21
Pinnacle Associates
New York
$108M -$612K -77,410 -0.5%
UIM
22
USS Investment Management
United Kingdom
$105M
Fidelity Investments
23
Fidelity Investments
Massachusetts
$101M +$687K +86,880 +0.6%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$97.4M +$85.2M +10,773,000 +349%
Norges Bank
25
Norges Bank
Norway
$95M +$6.16M +779,090 +6%

LRCX Hedge Fund Activity: Q1 2015 in Review

506 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q1 2015, worth a combined $11.2B — down 10% from $12.4B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of LRCX and 54 opened new positions — a net loss of 12 holders — while 201 trimmed existing stakes and 190 added.

The largest buyer was JP Morgan Chase, adding an estimated $184M. The largest seller was Greenlight Capital, cutting an estimated $65.2M.

  • 506 institutional investors held Lam Research (LRCX) as of Q1 2015, down from 527 in Q4 2014.
  • Funds reported $11.2B of Lam Research stock for Q1 2015, down 10% quarter-over-quarter.
  • 54 funds opened new Lam Research positions in Q1 2015 and 66 closed out, a net change of -12 holders.
  • The largest Lam Research buyer in Q1 2015 was JP Morgan Chase, an estimated $184M added.
  • The largest Lam Research seller in Q1 2015 was Greenlight Capital, an estimated $65.2M sold.

Based on aggregated 13F filings for Q1 2015.