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Lam Research

535 hedge funds and large institutions have $13.6B invested in Lam Research in 2015 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 181 increasing their positions, 197 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 56

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

32% more capital invested

Capital invested by funds: $10.3B → $13.6B (+$3.3B)

6% more funds holding

Funds holding: 505535 (+30)

3% less call options, than puts

Call options by funds: $212M | Put options by funds: $218M

8% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 197

Holders
535
Holders Change
+30
Holders Change %
+5.94%
% of All Funds
14.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.29%
New
91
Increased
181
Reduced
197
Closed
56
Calls
$212M
Puts
$218M
Net Calls
-$6.08M
Net Calls Change
+$98.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$2.07B -$24.6M -3,277,460 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.09B +$30.3M +4,027,750 +3%
Ameriprise
3
Ameriprise
Minnesota
$637M +$50M +6,647,510 +9%
State Street
4
State Street
Massachusetts
$490M +$4.28M +569,460 +0.9%
PC
5
Paulson & Co
New York
$397M +$376M +50,000,000 New
BIT
6
BlackRock Institutional Trust
California
$353M -$38.2M -5,081,920 -10%
Citadel Advisors
7
Citadel Advisors
Florida
$316M -$83.1M -11,048,150 -22%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$309M +$41.5M +5,521,520 +17%
Allianz Asset Management
9
Allianz Asset Management
Germany
$227M +$22.5M +2,986,700 +12%
BFA
10
BlackRock Fund Advisors
California
$225M +$8.5M +1,129,610 +4%
WRF
11
Waddell & Reed Financial
Kansas
$188M +$3.34M +443,550 +2%
Bank of America
12
Bank of America
North Carolina
$182M +$90M +11,972,080 +109%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$170M +$78.9M +10,492,600 +97%
Deutsche Bank
14
Deutsche Bank
Germany
$160M +$49.7M +6,608,090 +49%
Invesco
15
Invesco
Georgia
$157M -$84.2M -11,191,250 -36%
Northern Trust
16
Northern Trust
Illinois
$155M -$10.9M -1,453,450 -7%
Goldman Sachs
17
Goldman Sachs
New York
$133M +$47.9M +6,367,560 +61%
Millennium Management
18
Millennium Management
New York
$132M +$90.3M +12,000,500 +257%
Alkeon Capital Management
19
Alkeon Capital Management
New York
$131M +$20.8M +2,770,000 +20%
FAM
20
Fred Alger Management
New York
$125M +$115M +15,277,810 +3,404%
BG
21
BlackRock Group
United Kingdom
$124M +$8.37M +1,113,560 +8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$120M -$5.07M -674,050 -4%
CCI
23
Columbus Circle Investors
$113M -$728K -96,770 -0.7%
Franklin Resources
24
Franklin Resources
California
$113M +$8.18M +1,087,780 +8%
PA
25
Pinnacle Associates
New York
$109M -$6.51M -865,770 -6%

LRCX Hedge Fund Activity: Q4 2015 in Review

535 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q4 2015, worth a combined $13.6B — up 32% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new LRCX positions and 56 closed out — a net gain of 35 holders — while 181 added to existing stakes and 197 trimmed.

The largest buyer was Paulson & Co, opening a new position worth an estimated $376M. The largest seller was Invesco, cutting an estimated $84.2M.

  • 535 institutional investors held Lam Research (LRCX) as of Q4 2015, up from 505 in Q3 2015.
  • Funds reported $13.6B of Lam Research stock for Q4 2015, up 32% quarter-over-quarter.
  • 91 funds opened new Lam Research positions in Q4 2015 and 56 closed out, a net change of +35 holders.
  • The largest Lam Research buyer in Q4 2015 was Paulson & Co, an estimated $376M added.
  • The largest Lam Research seller in Q4 2015 was Invesco, an estimated $84.2M sold.

Based on aggregated 13F filings for Q4 2015.