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Lumentum
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Overview Fund Activity

359 hedge funds and large institutions have $3.88B invested in Lumentum in 2018 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 122 increasing their positions, 102 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+6
Holders Change %
+1.7%
% of All Funds
8.22%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
64
Increased
122
Reduced
102
Closed
55
Calls
$71.4M
Puts
$62.1M
Net Calls
+$9.26M
Net Calls Change
-$31M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$85M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$32.6M
3
Victory Capital Management
Victory Capital Management
Texas
$74.3M
4
SPPAM
Summit Partners Public Asset Management
Massachusetts
$13.8M
5
Renaissance Technologies
Renaissance Technologies
New York
$12.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$289M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$205M
3
WRCM
Whale Rock Capital Management
Massachusetts
$0
4
Capital World Investors
Capital World Investors
California
$0
5
Deutsche Bank
Deutsche Bank
Germany
$36.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
276
IFP Advisors
Florida
$26K -$13.2K -217 -34%
LJHT
277
Laurie J. Hall Trustee
$25K – – –
AF
278
Advisornet Financial
Minnesota
$25K +$122 +2 +0.5%
EWM
279
Elmwood Wealth Management
California
$24.2K +$24K +400 +10,000%
BFEC
280
Benjamin F. Edwards & Company
Missouri
$24K – – –
FMP
281
Financial Management Professionals
Texas
$22K – – –
SWP
282
Stratos Wealth Partners
Ohio
$22K +$22K +368 New
GWM
283
Geneos Wealth Management
Colorado
$19K +$7.93K +139 +72%
FHA
284
Flagship Harbor Advisors
Massachusetts
$18K – – –
GRP
285
Global Retirement Partners
California
$18K +$12.7K +206 +240%
FANJ
286
Financial Architects (New Jersey)
New Jersey
$18K +$18K +300 New
FHB
287
First Hawaiian Bank
Hawaii
$16K +$16K +268 New
FQ
288
First Quadrant
California
$16K +$16K +274 New
TCM
289
Tradewinds Capital Management
Washington
$15K -$1.05K -17 -7%
SWA
290
Sutton Wealth Advisors
Florida
$13.1K – – –
AWM
291
Aevitas Wealth Management
Massachusetts
$13K – – –
MWM
292
MinichMacGregor Wealth Management
New York
$13K – – –
TPWA
293
TRUE Private Wealth Advisors
Oregon
$12.9K +$12.9K +216 New
RMC
294
Resources Management Corp
Connecticut
$11K +$11K +200 New
APA
295
American Portfolios Advisors
New York
$10.9K +$5.1K +85 +89%
GAM
296
Gemmer Asset Management
California
$10K -$2.97K -49 -23%
CPIG
297
Chicago Partners Investment Group
Illinois
$10K – – –
FMTCOCP
298
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K +$10K +160 New
VCM
299
Versant Capital Management
Arizona
$9K -$5.46K -94 -38%
WAM
300
Wealthspire Advisors (Maryland)
Maryland
$9K -$1.01K -16 -10%
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