We are live on ! Find out more
LITE icon

Lumentum

443 hedge funds and large institutions have $4.62B invested in Lumentum in 2022 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 129 increasing their positions, 171 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

2.7% more ownership

Funds ownership: 96.2%98.9% (+2.7%)

6% more call options, than puts

Call options by funds: $56.2M | Put options by funds: $53M

5% less funds holding

Funds holding: 466443 (-23)

12% less capital invested

Capital invested by funds: $5.27B → $4.62B (-$654M)

22% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 67

25% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 171

Holders
443
Holders Change
-23
Holders Change %
-4.94%
% of All Funds
7.63%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
52
Increased
129
Reduced
171
Closed
67
Calls
$56.2M
Puts
$53M
Net Calls
+$3.21M
Net Calls Change
-$8.63M
Name Holding Trade Value Shares
Change
Change in
Stake
MM
276
MQS Management
New York
$283K +$342K +4,122 New
FWIA
277
Fort Washington Investment Advisors
Ohio
$281K +$78.3K +945 +30%
Russell Investments Group
278
Russell Investments Group
United Kingdom
$280K -$311K -3,748 -48%
PA
279
Profund Advisors
Maryland
$274K -$36.6K -442 -10%
KCM
280
KRS Capital Management
Michigan
$272K
PFS
281
Prospera Financial Services
Texas
$271K -$199K -2,402 -38%
RWM
282
Ritholtz Wealth Management
New York
$267K -$117K -1,411 -27%
IWM
283
IHT Wealth Management
Illinois
$267K -$4.23K -51 -1%
WWM
284
Wolff Wiese Magana
California
$266K -$33.5K -404 -9%
SFP
285
Sweet Financial Partners
Minnesota
$262K
SCM
286
Shelton Capital Management
Colorado
$248K -$14.7K -177 -5%
TFS
287
Thoroughbred Financial Services
Tennessee
$247K -$14K -169 -4%
URS
288
Utah Retirement Systems
Utah
$247K
VPIM
289
Vanguard Personalized Indexing Management
California
$234K -$88.2K -1,065 -24%
Allspring Global Investments
290
Allspring Global Investments
North Carolina
$233K +$282K +3,403 New
AT
291
American Trust
Kentucky
$229K -$10.2K -123 -4%
KA
292
Kovack Advisors
Florida
$227K +$3.73K +45 +1%
MCM
293
Maryland Capital Management
Maryland
$226K
Mitsubishi UFJ Trust & Banking
294
Mitsubishi UFJ Trust & Banking
Japan
$224K +$271K +3,265 New
Baird Financial Group
295
Baird Financial Group
Wisconsin
$221K -$984K -11,874 -79%
AWM
296
Avior Wealth Management
Nebraska
$221K -$120K -1,444 -31%
SPM
297
Saddle Point Management
New York
$213K +$258K +3,110 New
PTC
298
Petrus Trust Company
Texas
$211K +$255K +3,077 New
Creative Planning
299
Creative Planning
Kansas
$207K +$32.7K +395 +15%
TPCW
300
TD Private Client Wealth
New York
$207K -$580 -7 -0.2%

LITE Hedge Fund Activity: Q3 2022 in Review

443 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q3 2022, worth a combined $4.62B — down 12% from $5.27B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of LITE and 52 opened new positions — a net loss of 15 holders — while 171 trimmed existing stakes and 129 added.

The largest buyer was Alyeska Investment Group, adding an estimated $58.2M. The largest seller was Wellington Management Group, cutting an estimated $73.3M.

  • 443 institutional investors held Lumentum (LITE) as of Q3 2022, down from 466 in Q2 2022.
  • Funds reported $4.62B of Lumentum stock for Q3 2022, down 12% quarter-over-quarter.
  • 52 funds opened new Lumentum positions in Q3 2022 and 67 closed out, a net change of -15 holders.
  • The largest Lumentum buyer in Q3 2022 was Alyeska Investment Group, an estimated $58.2M added.
  • The largest Lumentum seller in Q3 2022 was Wellington Management Group, an estimated $73.3M sold.

Based on aggregated 13F filings for Q3 2022.