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Lumentum
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Overview Fund Activity

465 hedge funds and large institutions have $5.27B invested in Lumentum in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 141 increasing their positions, 156 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-12
Holders Change %
-2.52%
% of All Funds
7.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
50
Increased
141
Reduced
156
Closed
56
Calls
$51.1M
Puts
$39.3M
Net Calls
+$11.8M
Net Calls Change
+$32.7M

Top Buyers

1
WRCM
Whale Rock Capital Management
Massachusetts
$68.5M
2
Holocene Advisors
Holocene Advisors
New York
$40.9M
3
CIM
Chiron Investment Management
New York
$19.6M
4
AllianceBernstein
AllianceBernstein
Tennessee
$432M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$24.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$702M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$14M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$124M
4
BlackRock
BlackRock
New York
$469M
5
HRCM
Hood River Capital Management
Florida
$8.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
351
Mascoma Wealth Management
New Hampshire
$42K – – –
AAM
352
Advisors Asset Management
Colorado
$38K -$105K -1,338 -74%
AWM
353
AllSquare Wealth Management
New York
$36K – – –
SSB
354
Sandy Spring Bank
Maryland
$36K +$159 +2 +0.4%
CT
355
Cambridge Trust
Massachusetts
$32K -$2.16K -27 -6%
LJHT
356
Laurie J. Hall Trustee
$30K – – –
FMP
357
Financial Management Professionals
Texas
$30K – – –
CFGS
358
Concourse Financial Group Securities
Alabama
$30K +$632 +8 +2%
S
359
SignatureFD
Georgia
$30K +$2.81K +35 +10%
AssetMark Inc
360
AssetMark Inc
California
$30K +$30K +378 New
PCG
361
Private Capital Group
Connecticut
$29K -$6.83K -86 -19%
PCC
362
Park Circle Company
Maryland
$29K – – –
UWM
363
Urban Wealth Management
California
$29K +$29K +365 New
RG
364
Richelieu Gestion
France
$26K – – –
KTC
365
Kistler-Tiffany Companies
Pennsylvania
$25K – – –
SFO
366
Standard Family Office
South Dakota
$24K +$24K +300 New
BCM
367
Blume Capital Management
California
$20K – – –
PP
368
Pacifica Partners
Canada
$20K – – –
HI
369
Harbour Investments
Wisconsin
$19K +$19K +245 New
SC
370
Sierra Capital
Florida
$18K – – –
QCG
371
Quadrant Capital Group
Ohio
$17K -$2.7K -33 -14%
WT
372
Whittier Trust
California
$17K -$1.79K -23 -10%
CLOS
373
Compagnie Lombard Odier SCmA
Switzerland
$17K – – –
GWM
374
Geneos Wealth Management
Colorado
$17K – – –
Amundi
375
Amundi
France
$17K +$17K +221 New
13 14
15
16 17