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Lumentum
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Overview Fund Activity

446 hedge funds and large institutions have $6.23B invested in Lumentum in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 139 increasing their positions, 121 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+64
Holders Change %
+16.75%
% of All Funds
5.94%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.16%
New
110
Increased
139
Reduced
121
Closed
42
Calls
$120M
Puts
$170M
Net Calls
-$49.9M
Net Calls Change
-$8.56M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$302M
2
Citadel Advisors
2
Citadel Advisors
Florida
$115M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$103M
4
BlackRock
4
BlackRock
New York
$564M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$42.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$571M
2
Ameriprise
2
Ameriprise
Minnesota
$14.4M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$248M
4
VLKIM
4
Van Lanschot Kempen Investment Management
Netherlands
$52M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$86.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
II
276
Inspire Investing
Idaho
$403K -$141K -1,683 -26%
FCBT
277
First Citizens Bank & Trust
North Carolina
$390K +$46.8K +558 +14%
MIIM
278
Mesirow Institutional Investment Management
Illinois
$379K -$144K -1,717 -28%
P
279
&Partners
Tennessee
$378K +$378K +4,225 New
Envestnet Portfolio Solutions
280
Envestnet Portfolio Solutions
Illinois
$368K +$46.7K +556 +15%
CGH
281
Crossmark Global Holdings
Texas
$365K +$14.1K +168 +4%
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$356K +$20.4K +243 +6%
CAM
283
Claret Asset Management
Quebec, Canada
$349K +$2.43K +29 +0.7%
MC
284
MIG Capital
California
$337K +$337K +4,010 New
VI
285
Versor Investments
New York
$336K +$336K +4,007 New
MCP
286
Militia Capital Partners
Nevada
$336K +$336K +4,000 New
PAG
287
Private Advisor Group
New Jersey
$329K -$48K -572 -13%
MYIA
288
Mount Yale Investment Advisors
Colorado
$319K +$5.54K +66 +2%
MSRPS
289
Maryland State Retirement & Pension System
Maryland
$318K – – –
BCA
290
Bay Colony Advisors
Massachusetts
$317K +$317K +3,774 New
EI
291
Ellevest Inc
New York
$311K +$311K +3,701 New
URS
292
Utah Retirement Systems
Utah
$311K – – –
BBA
293
Baader Bank Aktiengesellschaft
Germany
$301K +$301K +3,596 New
KAS
294
Kestra Advisory Services
Texas
$300K -$2.1K -25 -0.7%
HighTower Advisors
295
HighTower Advisors
Illinois
$291K +$5.54K +66 +2%
LCGC
296
Legacy Capital Group California
California
$291K -$267K -3,180 -48%
WMA
297
West Michigan Advisors
Michigan
$288K +$288K +3,435 New
NRD
298
Nebula Research & Development
New York
$288K +$288K +3,432 New
Wolverine Trading
299
Wolverine Trading
Illinois
$288K +$288K +3,433 New
PAM
300
Pinpoint Asset Management
Hong Kong
$287K +$244K +2,903 +564%
10 11
12
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