LITE icon

Lumentum
LITE

Overview Fund Activity

363 hedge funds and large institutions have $3.51B invested in Lumentum in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+8
Holders Change %
+2.25%
% of All Funds
5.26%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
63
Increased
120
Reduced
97
Closed
51
Calls
$124M
Puts
$128M
Net Calls
-$3.66M
Net Calls Change
+$51.9M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$128M
2
Invesco
2
Invesco
Georgia
$286M
3
Franklin Resources
3
Franklin Resources
California
$63.6M
4
AM
4
Atreides Management
Massachusetts
$57.5M
5
FFM
5
FengHe Fund Management
Singapore
$69.7M

Top Sellers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$29.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.4M
3
Swedbank
3
Swedbank
Sweden
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
Fidelity International
5
Fidelity International
Bermuda
$57.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$248K -$10.6K -224 -4%
GIA
227
Gateway Investment Advisers
Ohio
$243K – – –
MSRPS
228
Maryland State Retirement & Pension System
Maryland
$242K – – –
BP
229
BNP Paribas
France
$238K +$238K +5,020 New
PWM
230
Perigon Wealth Management
California
$236K +$236K +4,987 New
KAS
231
Kestra Advisory Services
Texas
$230K +$1.09K +23 +0.5%
GT
232
Greenleaf Trust
Michigan
$225K -$7.62K -161 -3%
HSBC Holdings
233
HSBC Holdings
United Kingdom
$220K +$220K +4,640 New
Bessemer Group
234
Bessemer Group
New Jersey
$217K – – –
Mariner
235
Mariner
Kansas
$216K +$29.2K +617 +16%
CGH
236
Crossmark Global Holdings
Texas
$216K -$3.41K -72 -2%
PAG
237
Private Advisor Group
New Jersey
$205K +$205K +4,333 New
Federated Hermes
238
Federated Hermes
Pennsylvania
$205K -$1.06M -22,489 -84%
TRCT
239
Tower Research Capital (TRC)
New York
$199K -$60.2K -1,271 -23%
Amundi
240
Amundi
France
$198K -$1.78M -41,895 -90%
First Manhattan
241
First Manhattan
New York
$186K -$125K -2,650 -40%
SAM
242
Shell Asset Management
Netherlands
$178K -$18.5K -364 -9%
JFG
243
Jefferies Financial Group
New York
$135K +$59.8K +1,262 +80%
EC
244
EntryPoint Capital
New York
$112K +$112K +2,358 New
CG
245
Cutler Group
California
$76K -$4.71K -100 -6%
NA
246
NewEdge Advisors
Louisiana
$73.2K +$73.2K +1,546 New
KBC Group
247
KBC Group
Belgium
$72K +$15.6K +331 +28%
HNB
248
Hilltop National Bank
Wyoming
$71K +$71K +1,499 New
Qube Research & Technologies (QRT)
249
Qube Research & Technologies (QRT)
United Kingdom
$65.2K – – –
TWC
250
TD Waterhouse Canada
Ontario, Canada
$65K – – –
8 9
10
11 12