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Lam Research

997 hedge funds and large institutions have $36.8B invested in Lam Research in 2019 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 287 increasing their positions, 395 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 62

41% more funds holding in top 10

Funds holding in top 10: 2231 (+9)

26% more capital invested

Capital invested by funds: $29.3B → $36.8B (+$7.52B)

13% more funds holding

Funds holding: 881997 (+116)

10.1% less ownership

Funds ownership: 879.63%869.53% (-10%)

27% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 395

55% less call options, than puts

Call options by funds: $942M | Put options by funds: $2.07B

Holders
997
Holders Change
+116
Holders Change %
+13.17%
% of All Funds
19.65%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.61%
New
194
Increased
287
Reduced
395
Closed
62
Calls
$942M
Puts
$2.07B
Net Calls
-$1.13B
Net Calls Change
-$370M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.66B +$272M +10,227,660 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.45B +$79M +2,975,650 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.47B -$930K -35,030 -0%
Ameriprise
4
Ameriprise
Minnesota
$2.32B -$175M -6,575,850 -8%
State Street
5
State Street
Massachusetts
$1.89B +$6.22M +234,380 +0.4%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$1.38B -$119M -4,486,710 -9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$730M +$39.2M +1,475,120 +6%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$579M +$230M +8,647,480 +78%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$563M -$106M -3,979,160 -17%
AQR Capital Management
10
AQR Capital Management
Connecticut
$541M +$20.3M +763,020 +4%
Northern Trust
11
Northern Trust
Illinois
$528M -$38M -1,430,140 -7%
LSV Asset Management
12
LSV Asset Management
Illinois
$522M -$144M -5,428,840 -23%
Norges Bank
13
Norges Bank
Norway
$473M
N
14
Nuveen
North Carolina
$467M -$293M -11,023,560 -41%
Allianz Asset Management
15
Allianz Asset Management
Germany
$423M +$179M +6,748,510 +87%
Goldman Sachs
16
Goldman Sachs
New York
$403M +$37.6M +1,415,630 +11%
Bank of America
17
Bank of America
North Carolina
$388M +$29.8M +1,122,670 +9%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$385M +$54.3M +2,044,550 +18%
Wells Fargo
19
Wells Fargo
California
$367M -$11.1M -419,430 -3%
DZ Bank
20
DZ Bank
Germany
$365M +$155M +5,853,660 +88%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$350M +$94.8M +3,569,000 +42%
Franklin Resources
22
Franklin Resources
California
$336M -$21.2M -796,670 -6%
AAMU
23
Amundi Asset Management US
Massachusetts
$334M +$10.1M +380,640 +3%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$329M +$60.8M +2,289,000 +26%
Invesco
25
Invesco
Georgia
$315M -$316M -11,887,880 -52%

LRCX Hedge Fund Activity: Q4 2019 in Review

997 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q4 2019, worth a combined $36.8B — up 26% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new LRCX positions and 62 closed out — a net gain of 132 holders — while 287 added to existing stakes and 395 trimmed.

The largest buyer was BlackRock, adding an estimated $272M. The largest seller was Invesco, cutting an estimated $316M.

  • 997 institutional investors held Lam Research (LRCX) as of Q4 2019, up from 881 in Q3 2019.
  • Funds reported $36.8B of Lam Research stock for Q4 2019, up 26% quarter-over-quarter.
  • 194 funds opened new Lam Research positions in Q4 2019 and 62 closed out, a net change of +132 holders.
  • The largest Lam Research buyer in Q4 2019 was BlackRock, an estimated $272M added.
  • The largest Lam Research seller in Q4 2019 was Invesco, an estimated $316M sold.

Based on aggregated 13F filings for Q4 2019.