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Lumentum

430 hedge funds and large institutions have $5.45B invested in Lumentum in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 124 increasing their positions, 164 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+10
Holders Change %
+2.38%
% of All Funds
7.55%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
52
Increased
124
Reduced
164
Closed
37
Calls
$101M
Puts
$127M
Net Calls
-$26.2M
Net Calls Change
+$24.9M
Name Holding Trade Value Shares
Change
Shares
Change %
ST
351
Sageworth Trust
Pennsylvania
$23K
PP
352
Pacifica Partners
Canada
$22K
CWA
353
Clearview Wealth Advisors
Oregon
$20K
BCA
354
Berman Capital Advisors
Georgia
$20K +$12.3K +152 +160%
Rockefeller Capital Management
355
Rockefeller Capital Management
New York
$20K +$18.6K +233 +1,371%
CMF
356
Counterpoint Mutual Funds
California
$20K +$20K +242 New
SC
357
Sierra Capital
Florida
$19K
GAM
358
Gemmer Asset Management
California
$19K
WT
359
Whittier Trust
California
$19K
MCM
360
Manchester Capital Management
Vermont
$19K +$19K +228 New
CLOS
361
Compagnie Lombard Odier SCmA
Switzerland
$18K
LWM
362
Liberty Wealth Management
California
$17K
OSAM
363
O'Shaughnessy Asset Management
Connecticut
$17K +$12.1K +142 +245%
CTC
364
Central Trust Company
Missouri
$16K -$7.46K -90 -32%
AF
365
Allworth Financial
California
$15K
BCV
366
Banque Cantonale Vaudoise
Switzerland
$14K
FF
367
FourThought Financial
Florida
$13K -$2.25K -27 -15%
Baillie Gifford & Co
368
Baillie Gifford & Co
United Kingdom
$12K -$2.3K -27 -16%
QCG
369
Quadrant Capital Group
Ohio
$11K -$3.15K -39 -22%
AWM
370
Accel Wealth Management
Iowa
$10K -$4.4K -55 -31%
TCWA
371
Ten Capital Wealth Advisors
Washington
$9K -$2.14K -25 -19%
AAP
372
Arax Advisory Partners
Colorado
$9K +$589 +7 +7%
SIAP
373
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8K
HWM
374
HighMark Wealth Management
Minnesota
$8K
MPWT
375
MassMutual Private Wealth & Trust
Connecticut
$8K