LITE icon

Lumentum

382 hedge funds and large institutions have $5.67B invested in Lumentum in 2019 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 117 increasing their positions, 114 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+38
Holders Change %
+11.05%
% of All Funds
7.54%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.26%
New
86
Increased
117
Reduced
114
Closed
42
Calls
$99.5M
Puts
$85.6M
Net Calls
+$13.9M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
326
Allworth Financial
California
$6K
BWA
327
BDO Wealth Advisors
Florida
$6K +$6K +70 New
TFO
328
Tarbox Family Office
California
$6K +$6K +76 New
FP
329
Financial Perspectives
Minnesota
$5.23K +$5.23K +66 New
OAM
330
Oppenheimer Asset Management
New York
$5K -$3.55K -49 -42%
BCA
331
Berman Capital Advisors
Georgia
$5K -$1.49K -22 -23%
FWM
332
Focused Wealth Management
New York
$5K -$81 -1 -2%
SF
333
Synovus Financial
Georgia
$5K
OPS
334
Orion Portfolio Solutions
Nebraska
$5K +$5K +58 New
FCM
335
Firestone Capital Management
Florida
$5K +$5K +60 New
RWB
336
RMR Wealth Builders
New Jersey
$5K +$5K +60 New
QCG
337
Quadrant Capital Group
Ohio
$4K -$581 -9 -13%
BFC
338
Bedel Financial Consulting
Indiana
$4K
OC
339
Oakworth Capital
Alabama
$4K
GWMIA
340
Global Wealth Management Investment Advisory
Florida
$4K
SFS
341
Sowell Financial Services
Arkansas
$4K +$4K +45 New
AssetMark Inc
342
AssetMark Inc
California
$4K +$4K +50 New
MIM
343
Macroview Investment Management
Maryland
$4K +$4K +52 New
VNA
344
Valley National Advisers
Pennsylvania
$3K
TWA
345
TCI Wealth Advisors
Arizona
$3K
IFAM
346
Institutional & Family Asset Management
Colorado
$3K
TFA
347
Toth Financial Advisory
Virginia
$3K +$3K +40 New
Northwestern Mutual Wealth Management
348
Northwestern Mutual Wealth Management
Wisconsin
$2K -$17.2K -267 -90%
HGWM
349
Harvest Group Wealth Management
Massachusetts
$2K
MFT
350
Moisand Fitzgerald Tamayo
Florida
$2K