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Lumentum

428 hedge funds and large institutions have $3.23B invested in Lumentum in 2022 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 112 increasing their positions, 169 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-14
Holders Change %
-3.17%
% of All Funds
6.91%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
71
Increased
112
Reduced
169
Closed
75
Calls
$47.4M
Puts
$59.7M
Net Calls
-$12.3M
Net Calls Change
-$15.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
276
Prospera Financial Services
Texas
$200K -$5.79K -111 -3%
BAM
277
Belpointe Asset Management
Nevada
$196K -$533K -10,222 -73%
WWM
278
Wolff Wiese Magana
California
$195K -$7.57K -145 -4%
Rockefeller Capital Management
279
Rockefeller Capital Management
New York
$164K -$233K -4,476 -59%
BLC
280
Brown, Lisle/Cummings
Rhode Island
$153K
TPCW
281
TD Private Client Wealth
New York
$150K -$7.15K -137 -5%
WR
282
WD Rutherford
Oregon
$149K
NA
283
NewEdge Advisors
Louisiana
$116K -$127K -2,438 -52%
GRP
284
Global Retirement Partners
California
$105K +$2.3K +44 +2%
MCC
285
Money Concepts Capital
Florida
$92K +$88K +1,686 +2,190%
National Bank of Canada
286
National Bank of Canada
Quebec, Canada
$87.6K -$30.8K -590 -26%
HIA
287
Harbor Investment Advisory
Maryland
$86K
VWM
288
Valley Wealth Managers
New Jersey
$80.5K -$8.58M -164,478 -99%
TWC
289
TD Waterhouse Canada
Ontario, Canada
$62.2K -$1.4K -26 -2%
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$56K +$33.1K +638 +144%
PPC
291
Park Place Capital
Alabama
$56K +$56K +1,078 New
PA
292
Parallel Advisors
California
$53.6K -$36.2K -693 -40%
Dimensional Fund Advisors
293
Dimensional Fund Advisors
Texas
$52.6K +$2.73K +52,269 +5%
ASN
294
Advisory Services Network
Georgia
$50K +$50K +959 New
QCG
295
Quadrant Capital Group
Ohio
$47K +$9.13K +175 +24%
SAM
296
S.A. Mason
Michigan
$44.3K
S
297
SignatureFD
Georgia
$41.4K +$27K +517 +187%
SPIA
298
Steward Partners Investment Advisory
New York
$40.5K -$10.1K -194 -20%
JFGIW
299
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38.7K -$35.3K -676 -48%
EI
300
Ellevest Inc
New York
$37.9K -$12.8K -246 -25%