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Lumentum
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Overview Fund Activity

363 hedge funds and large institutions have $3.51B invested in Lumentum in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+8
Holders Change %
+2.25%
% of All Funds
5.26%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
63
Increased
120
Reduced
97
Closed
51
Calls
$124M
Puts
$128M
Net Calls
-$3.66M
Net Calls Change
+$51.9M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$128M
2
Invesco
2
Invesco
Georgia
$286M
3
Franklin Resources
3
Franklin Resources
California
$63.6M
4
AM
4
Atreides Management
Massachusetts
$57.5M
5
FFM
5
FengHe Fund Management
Singapore
$69.7M

Top Sellers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$29.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.4M
3
Swedbank
3
Swedbank
Sweden
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
Fidelity International
5
Fidelity International
Bermuda
$57.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
276
Russell Investments Group
United Kingdom
$15.5K -$108K -2,282 -87%
TF
277
Tompkins Financial
New York
$14.2K +$4.74K +100 +50%
GRP
278
Global Retirement Partners
California
$13.7K – – –
RA
279
Rise Advisors
New York
$13.7K +$13.7K +289 New
NS
280
NBC Securities
Alabama
$13K – – –
PP
281
Pacifica Partners
Canada
$12.8K – – –
GI
282
GAMMA Investing
California
$10.9K +$1.04K +22 +11%
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$10.3K +$10.3K +213 New
WT
284
Whittier Trust
California
$10.2K -$71K -1,500 -87%
CLOS
285
Compagnie Lombard Odier SCmA
Switzerland
$10.1K – – –
AF
286
Allworth Financial
California
$9.66K +$284 +6 +3%
QL
287
Quarry LP
New York
$9.57K -$1.94K -41 -17%
KA
288
Kozak & Associates
Colorado
$9.36K – – –
GJWM
289
Gilliland Jeter Wealth Management
Arkansas
$9.14K +$9.14K +193 New
LI
290
LRI Investments
Florida
$9.14K +$9.14K +193 New
HNB
291
Huntington National Bank
Ohio
$8.9K +$7.29K +154 +453%
CA
292
Clearstead Advisors
Ohio
$8.89K – – –
BCV
293
Banque Cantonale Vaudoise
Switzerland
$8K – – –
SSB
294
Sandy Spring Bank
Maryland
$7.91K -$1.89K -40 -19%
HI
295
Harbour Investments
Wisconsin
$7.72K -$1.99K -42 -20%
CPG
296
Cornerstone Planning Group
New Jersey
$7.11K – – –
C
297
Covestor
United Kingdom
$7K – – –
CAL
298
Capital Advisors Ltd
Ohio
$7K +$695 +15 +11%
Nisa Investment Advisors
299
Nisa Investment Advisors
Missouri
$6.2K +$616 +13 +11%
N
300
Natixis
France
$5.87K -$3.75M -79,109 -100%
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