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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 %
Parallax Volatility Advisers
326
Parallax Volatility Advisers
California
$1.93K – – –
FWM
327
Focused Wealth Management
New York
$1.82K -$1.7K -30 -48%
FMII
328
Farmers & Merchants Investments Inc
Nebraska
$1.82K – – –
NFSG
329
Newbridge Financial Services Group
Florida
$1.76K – – –
EWA
330
EverSource Wealth Advisors
Alabama
$1.7K -$10K -177 -86%
MFT
331
Moisand Fitzgerald Tamayo
Florida
$1.7K – – –
CWP
332
Concord Wealth Partners
Virginia
$1.7K – – –
NA
333
NewEdge Advisors
Louisiana
$1.7K +$1.7K +30 New
NECFA
334
New England Capital Financial Advisors
Connecticut
$1.42K – – –
HCP
335
Hexagon Capital Partners
Arkansas
$1.42K – – –
QPBE
336
Quintet Private Bank (Europe)
Luxembourg
$1.41K – – –
HNB
337
Huntington National Bank
Ohio
$1.36K +$57 +1 +4%
WT
338
Washington Trust
Rhode Island
$1.36K +$284 +5 +26%
FHA
339
First Horizon Advisors
Tennessee
$1.19K – – –
PFBT
340
Parkside Financial Bank & Trust
Missouri
$1.14K -$624 -11 -35%
TC
341
Truvestments Capital
Florida
$1.08K – – –
SWA
342
Sutton Wealth Advisors
Florida
$1.08K – – –
BCMLT
343
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.08K +$1.08K +19 New
TFGT
344
TS Financial Group (TSFG)
Illinois
$1K – – –
Toronto Dominion Bank
345
Toronto Dominion Bank
Ontario, Canada
$1K +$1K +13 New
VCM
346
Versant Capital Management
Arizona
$908 -$2.38K -42 -72%
PGAM
347
Princeton Global Asset Management
New Jersey
$908 – – –
SIC
348
Salem Investment Counselors
North Carolina
$851 – – –
OSNBOA
349
Old Second National Bank of Aurora
Illinois
$851 – – –
RFG
350
RFP Financial Group
Georgia
$794 – – –
12 13
14
15 16