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Lumentum
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Overview Fund Activity

377 hedge funds and large institutions have $3.87B invested in Lumentum in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 117 increasing their positions, 124 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+14
Holders Change %
+3.86%
% of All Funds
5.48%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
55
Increased
117
Reduced
124
Closed
37
Calls
$161M
Puts
$126M
Net Calls
+$35M
Net Calls Change
+$38.6M

Top Buyers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$115M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$164M
3
SSA
3
Schonfeld Strategic Advisors
New York
$29M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$15.2M
5
WP
5
Woodline Partners
California
$18.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$469M
2
Franklin Resources
2
Franklin Resources
California
$41.1M
3
FFM
3
FengHe Fund Management
Singapore
$51.7M
4
Ameriprise
4
Ameriprise
Minnesota
$113M
5
PHK
5
Point72 Hong Kong
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GBT
326
Grove Bank & Trust
Florida
$2.29K – – –
JSAM
327
J. Safra Asset Management
New York
$2.19K +$2.19K +43 New
HNB
328
Huntington National Bank
Ohio
$2.19K -$7.38K -145 -77%
MFG
329
Mendota Financial Group
Wisconsin
$2.04K – – –
UB
330
UMB Bank
Missouri
$2.04K +$968 +19 +90%
BFEC
331
Benjamin F. Edwards & Company
Missouri
$2K -$4.45K -69 -69%
FCG
332
Financial Connections Group
California
$2K – – –
JWA
333
JFS Wealth Advisors
Pennsylvania
$1.99K – – –
S
334
Sachetta
Massachusetts
$1.57K -$1.08K -22 -41%
FFA
335
Farther Finance Advisors
California
$1.54K – – –
MFT
336
Moisand Fitzgerald Tamayo
Florida
$1.53K – – –
CWP
337
Concord Wealth Partners
Virginia
$1.53K – – –
FMII
338
Farmers & Merchants Investments Inc
Nebraska
$1.43K – – –
QPBE
339
Quintet Private Bank (Europe)
Luxembourg
$1.27K +$58 +1 +5%
NECFA
340
New England Capital Financial Advisors
Connecticut
$1.27K – – –
HCP
341
Hexagon Capital Partners
Arkansas
$1.27K – – –
DJSG
342
D.J. St. Germain
Massachusetts
$1.12K – – –
VWM
343
Venturi Wealth Management
Texas
$1.07K +$1.07K +21 New
SRCM
344
Signature Resources Capital Management
California
$1.02K – – –
VNA
345
Valley National Advisers
Pennsylvania
$1K +$1K +25 New
LIA
346
Lynx Investment Advisory
District of Columbia
$917 +$917 +18 New
SAM
347
Smartleaf Asset Management
Massachusetts
$882 +$882 +18 New
PGAM
348
Princeton Global Asset Management
New Jersey
$815 – – –
VWWMG
349
Vermillion & White Wealth Management Group
Pennsylvania
$815 – – –
SIC
350
Salem Investment Counselors
North Carolina
$764 – – –
12 13
14
15 16