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Lumentum

386 hedge funds and large institutions have $3.42B invested in Lumentum in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 132 increasing their positions, 129 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-42
Holders Change %
-9.81%
% of All Funds
6.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
132
Reduced
129
Closed
74
Calls
$36.3M
Puts
$85.5M
Net Calls
-$49.2M
Net Calls Change
-$37M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
301
Pacifica Partners
Canada
$11.5K
CLOS
302
Compagnie Lombard Odier SCmA
Switzerland
$11.5K
FFA
303
Farther Finance Advisors
California
$11.3K -$1.35K -25 -11%
EWA
304
EverSource Wealth Advisors
Alabama
$11.2K
ACM
305
Aquatic Capital Management
Illinois
$11K -$2.06M -37,500 -99%
KA
306
Kozak & Associates
Colorado
$10.8K +$10.8K +200 New
AAS
307
Ameritas Advisory Services
Nebraska
$9.96K +$9.96K +209 New
CTC
308
Central Trust Company
Missouri
$9.45K
BCV
309
Banque Cantonale Vaudoise
Switzerland
$9K
MPWT
310
MassMutual Private Wealth & Trust
Connecticut
$8.1K +$1.24K +23 +18%
RWM
311
Ruedi Wealth Management
Illinois
$7.56K
CPA
312
Cowen Prime Advisors
New York
$7K
Nisa Investment Advisors
313
Nisa Investment Advisors
Missouri
$6K -$254 -5 -4%
LC
314
Lindbrook Capital
California
$5.73K -$10.4K -192 -64%
AAP
315
Arax Advisory Partners
Colorado
$5.4K
HWM
316
HighMark Wealth Management
Minnesota
$5.4K
ST
317
Smithfield Trust
Pennsylvania
$5K
BFEC
318
Benjamin F. Edwards & Company
Missouri
$5K +$700 +14 +16%
VWM
319
Valley Wealth Managers
New Jersey
$4.92K -$78.4K -1,452 -94%
CTA
320
Colonial Trust Advisors
South Carolina
$4.86K
CWA
321
Clearview Wealth Advisors
Oregon
$4.81K +$162 +3 +3%
WIM
322
WealthPlan Investment Management
Nebraska
$4.54K +$4.54K +84 New
PWMG
323
Prestige Wealth Management Group
New Jersey
$4.16K
CA
324
Centerpoint Advisors
Massachusetts
$4K
FP
325
Financial Perspectives
Minnesota
$3.57K