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Lumentum
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Overview Fund Activity

473 hedge funds and large institutions have $6.34B invested in Lumentum in 2021 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 179 increasing their positions, 129 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-10
Holders Change %
-2.07%
% of All Funds
8.33%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.07%
New
87
Increased
179
Reduced
129
Closed
93
Calls
$211M
Puts
$171M
Net Calls
+$39.7M
Net Calls Change
-$160M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$954M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$289M
3
N
3
Natixis
France
$99.9M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$270M
5
Swedbank
5
Swedbank
Sweden
$63.9M

Top Sellers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$3.95M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$93.4M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$0
4
AIM
4
Anatole Investment Management
Hong Kong
$0
5
HRCM
5
Hood River Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWM
351
B. Riley Wealth Management
Tennessee
$201K +$201K +2,200 New
SFS
352
Sowell Financial Services
Arkansas
$199K -$41.7K -513 -17%
Bank Julius Baer & Co
353
Bank Julius Baer & Co
Switzerland
$197K +$197K +2,158 New
OCM
354
Orion Capital Management
California
$181K +$172K +1,880 +1,880%
FMT
355
First Mercantile Trust
Tennessee
$158K +$1.64K +18 +1%
US Bancorp
356
US Bancorp
Minnesota
$152K -$42.1K -462 -22%
APA
357
American Portfolios Advisors
New York
$141K +$79.7K +872 +130%
FQ
358
First Quadrant
California
$136K – – –
JCM
359
Jacobi Capital Management
Pennsylvania
$134K +$90.1K +989 +205%
WLPWM
360
Walled Lake Planning & Wealth Management
Illinois
$123K – – –
DekaBank Deutsche Girozentrale
361
DekaBank Deutsche Girozentrale
Germany
$121K +$22.4K +250 +23%
SWM
362
Spire Wealth Management
Virginia
$119K +$119K +1,295 New
LTI
363
Laffer Tengler Investments
Tennessee
$106K +$21.1K +231 +25%
Fifth Third Bancorp
364
Fifth Third Bancorp
Ohio
$98K -$79K -869 -45%
MMG
365
Monetary Management Group
Missouri
$91K +$91K +1,000 New
PA
366
Parallel Advisors
California
$80K +$2.27K +25 +3%
SSB
367
Sandy Spring Bank
Maryland
$78K – – –
CAL
368
Capital Analysts LLC
Pennsylvania
$78K +$12.9K +142 +20%
SAM
369
S.A. Mason
Michigan
$78K +$78K +850 New
WAP
370
Wealthcare Advisory Partners
Pennsylvania
$72K +$72K +787 New
PAI
371
Pittenger & Anderson Inc
Nebraska
$71K – – –
CAPTRUST Financial Advisors
372
CAPTRUST Financial Advisors
North Carolina
$68K +$36.2K +395 +114%
FP
373
Financial Perspectives
Minnesota
$66K +$65.3K +5,963 +9,035%
BL
374
Bleichroeder LP
New York
$60K – – –
LJHT
375
Laurie J. Hall Trustee
$56K – – –
13 14
15
16 17