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Lumentum

344 hedge funds and large institutions have $3.79B invested in Lumentum in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 129 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+4
Holders Change %
+1.18%
% of All Funds
7.56%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
43
Increased
95
Reduced
129
Closed
37
Calls
$60.6M
Puts
$58.2M
Net Calls
+$2.42M
Net Calls Change
-$15.8M
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
301
Next Financial Group
Texas
$4K
GWMIA
302
Global Wealth Management Investment Advisory
Florida
$3K -$780 -13 -21%
BFC
303
Bedel Financial Consulting
Indiana
$3K
SF
304
Synovus Financial
Georgia
$3K
FWM
305
Focused Wealth Management
New York
$3K
QCG
306
Quadrant Capital Group
Ohio
$3K +$1.35K +32 +82%
IFAM
307
Institutional & Family Asset Management
Colorado
$2K -$49 -1 -2%
TWA
308
TCI Wealth Advisors
Arizona
$2K
OC
309
Oakworth Capital
Alabama
$2K
HGWM
310
Harvest Group Wealth Management
Massachusetts
$2K
MFT
311
Moisand Fitzgerald Tamayo
Florida
$2K
VNA
312
Valley National Advisers
Pennsylvania
$2K
SWA
313
Sutton Wealth Advisors
Florida
$1.13K
PCG
314
Private Capital Group
Connecticut
$1K -$54.8K -603 -98%
THWM
315
Taylor Hoffman Wealth Management
Virginia
$1K -$5.27K -58 -84%
PFO
316
Pathstone Family Office
New Jersey
$1K
CBT
317
Capital Bank & Trust
California
$1K
WCG
318
Weaver Consulting Group
California
$1K
PGAM
319
Princeton Global Asset Management
New Jersey
$1K +$1K +10 New
FEM
320
Fulcrum Equity Management
Texas
$1K +$1K +14 New
PG
321
Pendal Group
Australia
$54
GT
322
Glenmede Trust
Pennsylvania
$2 -$1 -19 -32%
Alyeska Investment Group
323
Alyeska Investment Group
Illinois
-$30.5M -571,558 Closed
AAM
324
AO Asset Management
New York
-$24.2M -452,185 Closed
USAA
325
United Services Automobile Association
Texas
-$16.1M -302,032 Closed