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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 %
CPG
276
Cornerstone Planning Group
New Jersey
$8.34K – – –
C
277
Covestor
United Kingdom
$8K -$5.19K -96 -39%
MPWT
278
MassMutual Private Wealth & Trust
Connecticut
$7.97K -$2.36K -45 -23%
CTC
279
Central Trust Company
Missouri
$7.34K -$9.17K -175 -56%
RWM
280
Ruedi Wealth Management
Illinois
$7.34K – – –
CAL
281
Capital Advisors Ltd
Ohio
$7K +$7K +136 New
Nisa Investment Advisors
282
Nisa Investment Advisors
Missouri
$6.19K -$157 -3 -2%
Mitsubishi UFJ Asset Management
283
Mitsubishi UFJ Asset Management
Japan
$5.69K – – –
MCM
284
Manchester Capital Management
Vermont
$5.66K +$5.66K +108 New
CT
285
Cambridge Trust
Massachusetts
$5.24K – – –
AAP
286
Arax Advisory Partners
Colorado
$5.24K – – –
HWM
287
HighMark Wealth Management
Minnesota
$5.24K – – –
CI
288
Cordant Inc
Oregon
$5.24K +$5.24K +100 New
BFEC
289
Benjamin F. Edwards & Company
Missouri
$5K – – –
CTA
290
Colonial Trust Advisors
South Carolina
$4.72K – – –
LFG
291
Larson Financial Group
Missouri
$4.35K +$4.35K +83 New
PTC
292
Private Trust Company
Ohio
$4.3K -$8.96K -171 -68%
PWMG
293
Prestige Wealth Management Group
New Jersey
$4.04K – – –
CFB
294
Cullen/Frost Bankers
Texas
$3.67K +$3.67K +70 New
FP
295
Financial Perspectives
Minnesota
$3.46K – – –
TAM
296
Tucker Asset Management
Colorado
$2.99K – – –
SWM
297
Spire Wealth Management
Virginia
$2.85K – – –
S
298
Sachetta
Massachusetts
$2.83K +$2.83K +54 New
LC
299
Lindbrook Capital
California
$2.73K -$2.2K -42 -45%
LFA
300
LGT Financial Advisors
Texas
$2.46K – – –
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