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Lumentum

366 hedge funds and large institutions have $2.77B invested in Lumentum in 2018 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 151 increasing their positions, 77 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+7
Holders Change %
+1.95%
% of All Funds
8.17%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
88
Increased
151
Reduced
77
Closed
78
Calls
$102M
Puts
$79.8M
Net Calls
+$21.9M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
301
Carroll Financial Associates
North Carolina
$5K +$5K +127 New
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$4K -$82 -2 -2%
JA
303
JOYN Advisors
Georgia
$4K
CCA
304
Catalyst Capital Advisors
New York
$4K
WCM
305
WealthBridge Capital Management
Ohio
$4K +$4K +95 New
AAM
306
Advisors Asset Management
Colorado
$4K +$4K +98 New
SBL
307
Sargent Bickham Lagudis
Colorado
$4K +$4K +100 New
AAP
308
Arax Advisory Partners
Colorado
$4K +$4K +100 New
WAM
309
Wealthspire Advisors (Maryland)
Maryland
$3K -$3.17K -73 -51%
CAW
310
Cornerstone Advisors (Washington)
Washington
$3K -$650 -13 -18%
CHP
311
Cable Hill Partners
Oregon
$3K
NFG
312
Next Financial Group
Texas
$3K
THWM
313
Taylor Hoffman Wealth Management
Virginia
$3K
FWM
314
Focused Wealth Management
New York
$3K +$48 +1 +2%
PA
315
Parallel Advisors
California
$3K +$1.68K +43 +126%
HS
316
Horan Securities
United States
$3K +$3K +63 New
GWMIA
317
Global Wealth Management Investment Advisory
Florida
$3K +$3K +65 New
PWMG
318
Prestige Wealth Management Group
New Jersey
$3K +$3K +77 New
Schroder Investment Management Group
319
Schroder Investment Management Group
United Kingdom
$2.02K +$2.02K +48,100 New
NWM
320
Northwest Wealth Management
Iowa
$2K
SF
321
Synovus Financial
Georgia
$2K
VNA
322
Valley National Advisers
Pennsylvania
$2K
IFAM
323
Institutional & Family Asset Management
Colorado
$2K
TWA
324
TCI Wealth Advisors
Arizona
$2K +$270 +5 +16%
Bessemer Group
325
Bessemer Group
New Jersey
$2K +$2K +43 New