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Lumentum
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Overview Fund Activity

363 hedge funds and large institutions have $3.51B invested in Lumentum in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+8
Holders Change %
+2.25%
% of All Funds
5.26%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
63
Increased
120
Reduced
97
Closed
51
Calls
$124M
Puts
$128M
Net Calls
-$3.66M
Net Calls Change
+$51.9M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$128M
2
Invesco
2
Invesco
Georgia
$286M
3
Franklin Resources
3
Franklin Resources
California
$63.6M
4
AM
4
Atreides Management
Massachusetts
$57.5M
5
FFM
5
FengHe Fund Management
Singapore
$69.7M

Top Sellers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$29.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.4M
3
Swedbank
3
Swedbank
Sweden
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
Fidelity International
5
Fidelity International
Bermuda
$57.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
326
Larson Financial Group
Missouri
$1.42K -$2.51K -53 -64%
CWP
327
Concord Wealth Partners
Virginia
$1.42K – – –
MFT
328
Moisand Fitzgerald Tamayo
Florida
$1.42K – – –
FMII
329
Farmers & Merchants Investments Inc
Nebraska
$1.33K – – –
HCP
330
Hexagon Capital Partners
Arkansas
$1.18K – – –
NECFA
331
New England Capital Financial Advisors
Connecticut
$1.18K – – –
A
332
AlphaQuest
New York
$1.18K +$1.18K +25 New
QPBE
333
Quintet Private Bank (Europe)
Luxembourg
$1.18K +$1.18K +21 New
SRCM
334
Signature Resources Capital Management
California
$1.05K – – –
DJSG
335
D.J. St. Germain
Massachusetts
$1.04K – – –
KFP
336
Keener Financial Planning
Texas
$1K – – –
UB
337
UMB Bank
Missouri
$994 +$994 +21 New
TC
338
Truvestments Capital
Florida
$900 – – –
VCM
339
Versant Capital Management
Arizona
$758 -$237 -5 -24%
VWWMG
340
Vermillion & White Wealth Management Group
Pennsylvania
$758 – – –
PGAM
341
Princeton Global Asset Management
New Jersey
$758 – – –
SIC
342
Salem Investment Counselors
North Carolina
$711 – – –
SIC
343
SJS Investment Consulting
Ohio
$711 +$569 +12 +400%
HCM
344
Hollencrest Capital Management
California
$568 – – –
PWMG
345
Private Wealth Management Group
New Jersey
$521 – – –
DPW
346
DiNuzzo Private Wealth
Pennsylvania
$521 +$237 +5 +83%
IRC
347
Investors Research Corp
Georgia
$379 – – –
CJ
348
Caitlin John
Michigan
$331 +$331 +7 New
MPWT
349
MassMutual Private Wealth & Trust
Connecticut
$284 -$6.91K -146 -96%
HIA
350
Harbor Investment Advisory
Maryland
$237 – – –
12 13
14
15 16