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Lumentum
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Overview Fund Activity

425 hedge funds and large institutions have $5.13B invested in Lumentum in 2020 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 124 increasing their positions, 158 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
-16
Holders Change %
-3.63%
% of All Funds
8.6%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.14%
New
68
Increased
124
Reduced
158
Closed
82
Calls
$106M
Puts
$97.9M
Net Calls
+$7.95M
Net Calls Change
+$34.7M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$243M
2
Citadel Advisors
2
Citadel Advisors
Florida
$57.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$105M
4
WP
4
Woodline Partners
California
$37M
5
SHCM
5
Shelter Haven Capital Management
New Jersey
$28.4M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$701M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$61.1M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$4.78M
4
PC
4
Polar Capital
United Kingdom
$0
5
Holocene Advisors
5
Holocene Advisors
New York
$53.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAFM
276
Mid Atlantic Financial Management
Pennsylvania
$278K +$39.6K +446 +17%
Mercer Global Advisors
277
Mercer Global Advisors
Colorado
$270K +$8.95K +119 +3%
CCM
278
Compton Capital Management
Rhode Island
$269K -$22.6K -300 -8%
NERM
279
New England Research & Management
Illinois
$259K -$533K -7,100 -67%
SWP
280
Strategic Wealth Partners
Ohio
$255K +$255K +3,398 New
FIM
281
Freedom Investment Management
Connecticut
$253K +$14.6K +195 +6%
AAS
282
Avantax Advisory Services
Texas
$253K +$253K +3,292 New
MFG
283
Magnus Financial Group
New York
$244K -$193K -2,568 -44%
PP
284
Paloma Partners
Connecticut
$240K -$7.43M -99,136 -97%
URS
285
Utah Retirement Systems
Utah
$240K +$7.5K +100 +3%
Cambridge Investment Research Advisors
286
Cambridge Investment Research Advisors
Iowa
$234K -$347K -4,622 -60%
CWM
287
Circle Wealth Management
New Jersey
$233K – – –
PA
288
PFG Advisors
Arizona
$229K -$691K -8,572 -75%
PWM
289
Perigon Wealth Management
California
$229K +$1.73K +23 +0.8%
WAM
290
World Asset Management
Michigan
$226K -$1.73K -23 -0.8%
Baird Financial Group
291
Baird Financial Group
Wisconsin
$226K – – –
WAM
292
Westport Asset Management
Connecticut
$225K – – –
LCS
293
Levin Capital Strategies
New York
$225K +$225K +3,000 New
ECM
294
ExodusPoint Capital Management
New York
$220K -$9.92M -132,090 -98%
CIBC Asset Management
295
CIBC Asset Management
Ontario, Canada
$219K +$5.42K +72 +3%
NICM
296
Neo Ivy Capital Management
New York
$216K +$216K +2,878 New
ACS
297
Archford Capital Strategies
Illinois
$215K +$215K +2,867 New
VVP
298
Venture Visionary Partners
Ohio
$211K +$211K +2,574 New
IAN
299
Integrated Advisors Network
Texas
$211K +$211K +2,802 New
CRWM
300
Castle Rock Wealth Management
California
$208K +$208K +2,491 New
10 11
12
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