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Lumentum
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Overview Fund Activity

355 hedge funds and large institutions have $3.82B invested in Lumentum in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 80 increasing their positions, 142 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
-11
Holders Change %
-3.01%
% of All Funds
5.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
56
Increased
80
Reduced
142
Closed
63
Calls
$86.6M
Puts
$142M
Net Calls
-$55.6M
Net Calls Change
-$12.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$113M
2
Invesco
Invesco
Georgia
$229M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$145M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$515M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$29.7M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
AllianceBernstein
AllianceBernstein
Tennessee
$79.2M
3
Swedbank
Swedbank
Sweden
$78.6M
4
Fidelity International
Fidelity International
Bermuda
$47M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$708K
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
251
Quent Capital
New York
$38.3K +$3.72K +71 +11%
QCG
252
Quadrant Capital Group
Ohio
$37.4K -$19.5K -372 -34%
ASN
253
Advisory Services Network
Georgia
$35.3K +$35.3K +673 New
BL
254
Bleichroeder LP
New York
$34.6K – – –
S
255
SignatureFD
Georgia
$30.5K -$1.42K -27 -4%
WIM
256
Westside Investment Management
California
$29.5K – – –
CFGS
257
Concourse Financial Group Securities
Alabama
$29K -$944 -18 -3%
Nomura Asset Management
258
Nomura Asset Management
Japan
$21K – – –
FMP
259
Financial Management Professionals
Texas
$20K – – –
SPIA
260
Steward Partners Investment Advisory
New York
$19.4K -$13.5K -258 -41%
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$18K -$21.2K -395 -54%
GRP
262
Global Retirement Partners
California
$15.2K -$16.8K -319 -52%
NS
263
NBC Securities
Alabama
$14K – – –
QL
264
Quarry LP
New York
$12.7K +$12.7K +243 New
GI
265
GAMMA Investing
California
$11.5K +$11.5K +209 New
CLOS
266
Compagnie Lombard Odier SCmA
Switzerland
$11.2K – – –
SSB
267
Sandy Spring Bank
Maryland
$10.9K -$6.03K -115 -36%
HI
268
Harbour Investments
Wisconsin
$10.7K -$4.3K -82 -29%
CA
269
Clearstead Advisors
Ohio
$10.6K -$553K -10,542 -98%
KA
270
Kozak & Associates
Colorado
$10.5K – – –
TF
271
Tompkins Financial
New York
$10.5K – – –
PP
272
Pacifica Partners
Canada
$10.5K – – –
AF
273
Allworth Financial
California
$10.4K -$157 -3 -1%
BCV
274
Banque Cantonale Vaudoise
Switzerland
$9K – – –
CIA
275
Cape Investment Advisory
Georgia
$8.39K +$8.39K +160 New
9 10
11
12 13