Fintel reports that on January 30, 2025, Cantor Fitzgerald upgraded their outlook for Lam Research (WBAG:LRC2) from Neutral to Overweight.
What is the Fund Sentiment?
There are 1,883 funds or institutions reporting positions in Lam Research. This is an decrease of 1,015 owner(s) or 35.02% in the last quarter. Average portfolio weight of all funds dedicated to LRC2 is 0.33%, an increase of 41.66%. Total shares owned by institutions increased in the last three months by 255.81% to 230,309K shares.
What are Other Shareholders Doing?
FXAIX - Fidelity 500 Index Fund holds 16,111K shares representing 1.25% ownership of the company. In its prior filing, the firm reported owning 1,611K shares , representing an increase of 90.00%. The firm decreased its portfolio allocation in LRC2 by 16.57% over the last quarter.
FSELX - Semiconductors Portfolio holds 11,418K shares representing 0.89% ownership of the company. In its prior filing, the firm reported owning 1,004K shares , representing an increase of 91.21%. The firm decreased its portfolio allocation in LRC2 by 0.74% over the last quarter.
SLMCX - Columbia Seligman Communications and Information Fund holds 8,477K shares representing 0.66% ownership of the company. In its prior filing, the firm reported owning 694K shares , representing an increase of 91.81%. The firm increased its portfolio allocation in LRC2 by 1.68% over the last quarter.
VITAX - Vanguard Information Technology Index Fund Admiral Shares holds 8,127K shares representing 0.63% ownership of the company. In its prior filing, the firm reported owning 825K shares , representing an increase of 89.84%. The firm decreased its portfolio allocation in LRC2 by 16.48% over the last quarter.
QUAL - iShares Edge MSCI USA Quality Factor ETF holds 5,183K shares representing 0.40% ownership of the company. In its prior filing, the firm reported owning 513K shares , representing an increase of 90.09%. The firm decreased its portfolio allocation in LRC2 by 21.39% over the last quarter.
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