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Lumentum
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Overview Fund Activity

473 hedge funds and large institutions have $6.34B invested in Lumentum in 2021 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 179 increasing their positions, 129 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-10
Holders Change %
-2.07%
% of All Funds
8.33%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.07%
New
87
Increased
179
Reduced
129
Closed
93
Calls
$211M
Puts
$171M
Net Calls
+$39.7M
Net Calls Change
-$160M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$954M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$289M
3
N
Natixis
France
$99.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
$270M
5
Swedbank
Swedbank
Sweden
$63.9M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
$3.95M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$93.4M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$0
4
AIM
Anatole Investment Management
Hong Kong
$0
5
HRCM
Hood River Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
301
FORA Capital
Florida
$358K -$1.42M -15,544 -80%
URS
302
Utah Retirement Systems
Utah
$356K – – –
AAM
303
Advisors Asset Management
Colorado
$352K +$170K +1,866 +94%
CC
304
Centiva Capital
New York
$343K +$343K +3,756 New
SXL
305
Summit X LLC
Missouri
$337K +$337K +3,703 New
ESCM
306
Echo Street Capital Management
New York
$325K +$325K +3,559 New
LG
307
Leuthold Group
Minnesota
$323K +$323K +3,536 New
SC
308
Shay Capital
New York
$320K -$366K -4,000 -53%
KA
309
Kovack Advisors
Florida
$320K +$320K +3,501 New
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$319K +$60.6K +665 +23%
KAS
311
Kestra Advisory Services
Texas
$312K -$188K -2,054 -38%
NERM
312
New England Research & Management
Illinois
$311K -$3.93K -43 -1%
FPF
313
First Pacific Financial
Washington
$309K -$5.85K -64 -2%
HCA
314
Heck Capital Advisors
Wisconsin
$300K +$300K +3,281 New
MC
315
Moors & Cabot
Massachusetts
$299K +$299K +3,272 New
FWIA
316
Fort Washington Investment Advisors
Ohio
$295K +$50.8K +555 +21%
CIBC World Market
317
CIBC World Market
Ontario, Canada
$294K -$458K -5,024 -61%
RJT
318
Raymond James Trust
Florida
$293K +$22.2K +243 +8%
PWM
319
Perigon Wealth Management
California
$289K +$258K +2,825 +826%
MC
320
Maverick Capital
Texas
$284K -$515K -5,631 -64%
PG
321
Pendal Group
Australia
$282K – – –
CG
322
Cutler Group
California
$281K -$1.33M -14,520 -83%
ZCA
323
Zeke Capital Advisors
Pennsylvania
$279K +$47.4K +518 +20%
BMSSC
324
B. Metzler seel. Sohn & Co
Germany
$278K +$85.3K +932 +44%
TFS
325
Thoroughbred Financial Services
Tennessee
$278K +$278K +3,051 New
11 12
13
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