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Lam Research

840 hedge funds and large institutions have $24.5B invested in Lam Research in 2019 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 304 increasing their positions, 327 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

1% less funds holding

Funds holding: 848840 (-8)

7% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 327

32% less call options, than puts

Call options by funds: $785M | Put options by funds: $1.16B

Holders
840
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$785M
Puts
$1.16B
Net Calls
Net Calls Change

Top Buyers

1 +$408M
2 +$151M
3 +$149M
4
Invesco
Invesco
Georgia
+$65.8M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$50.2M

Top Sellers

1 -$237M
2 -$153M
3 -$150M
4
DCP
D1 Capital Partners
New York
-$66.1M
5
Morgan Stanley
Morgan Stanley
New York
-$65.1M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$2.22B
2
$2.14B
3
$1.59B
4
$1.57B
5
$1.23B
6
$1.02B
7
$528M
8
$498M
9
$480M
10
$470M
11
$465M
12
$455M
13
$415M
14
$388M
15
$310M
16
$295M
17
$275M
18
$260M
19
$258M
20
$244M
21
$236M
22
$236M
23
$236M
24
$225M
25
$219M