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Lumentum
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Overview Fund Activity

377 hedge funds and large institutions have $3.88B invested in Lumentum in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 113 increasing their positions, 125 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
-9
Holders Change %
-2.33%
% of All Funds
5.95%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
57
Increased
113
Reduced
125
Closed
64
Calls
$80.3M
Puts
$87.9M
Net Calls
-$7.57M
Net Calls Change
+$41.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$435M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$53.6M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$82.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$53.4M
5
Invesco
5
Invesco
Georgia
$89.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$143M
2
Ameriprise
2
Ameriprise
Minnesota
$152M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$8.49M
4
Millennium Management
4
Millennium Management
New York
$25.3M
5
Fidelity International
5
Fidelity International
Bermuda
$84.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
301
Nisa Investment Advisors
Missouri
$6.69K – – –
CPG
302
Cornerstone Planning Group
New Jersey
$6.69K +$6.69K +118 New
BFEC
303
Benjamin F. Edwards & Company
Missouri
$6K – – –
CAL
304
Capital Advisors Ltd
Ohio
$6K +$6K +101 New
AAP
305
Arax Advisory Partners
Colorado
$5.67K – – –
HWM
306
HighMark Wealth Management
Minnesota
$5.67K – – –
VWM
307
Valley Wealth Managers
New Jersey
$5.16K – – –
CTA
308
Colonial Trust Advisors
South Carolina
$5.11K – – –
CWA
309
Clearview Wealth Advisors
Oregon
$5.05K – – –
JFGIW
310
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.43K +$4.43K +78 New
PWMG
311
Prestige Wealth Management Group
New Jersey
$4.37K – – –
CA
312
Centerpoint Advisors
Massachusetts
$4K – – –
FP
313
Financial Perspectives
Minnesota
$3.74K – – –
NSG
314
Nalls Sherbakoff Group
Tennessee
$3.44K – – –
TAM
315
Tucker Asset Management
Colorado
$3.23K – – –
SWM
316
Spire Wealth Management
Virginia
$3.01K -$567 -10 -16%
ST
317
Smithfield Trust
Pennsylvania
$3K -$1.09K -20 -27%
PB
318
Pinnacle Bancorp
Nebraska
$2.61K – – –
AF
319
Advisornet Financial
Minnesota
$2.55K -$397 -7 -13%
GBT
320
Grove Bank & Trust
Florida
$2.55K – – –
BIA
321
Bell Investment Advisors
California
$2.38K +$1.53K +27 +180%
KFS
322
Kelly Financial Services
Massachusetts
$2.27K +$2.27K +40 New
JWA
323
JFS Wealth Advisors
Pennsylvania
$2.21K +$1.14K +20 +105%
BTI
324
Blue Trust Inc
Georgia
$2K -$17.1K -256 -90%
FCG
325
Financial Connections Group
California
$2K – – –
11 12
13
14 15