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Lumentum
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Overview Fund Activity

428 hedge funds and large institutions have $3.23B invested in Lumentum in 2022 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 112 increasing their positions, 169 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-14
Holders Change %
-3.17%
% of All Funds
6.91%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
71
Increased
112
Reduced
169
Closed
75
Calls
$47.4M
Puts
$59.7M
Net Calls
-$12.3M
Net Calls Change
-$15.5M

Top Buyers

1
Swedbank
1
Swedbank
Sweden
$104M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$107M
3
BlackRock
3
BlackRock
New York
$349M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$26.3M
5
Millennium Management
5
Millennium Management
New York
$62.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$266M
2
Axa
2
Axa
France
$0
3
Holocene Advisors
3
Holocene Advisors
New York
$2.74M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
351
Colonial Trust Advisors
South Carolina
$4.7K +$4.7K +90 New
MAWCM
352
Mine & Arao Wealth Creation & Management
California
$4.59K – – –
CWA
353
Clearview Wealth Advisors
Oregon
$4.49K -$2.5K -48 -36%
PWMG
354
Prestige Wealth Management Group
New Jersey
$4.02K – – –
CA
355
Centerpoint Advisors
Massachusetts
$4K – – –
BFEC
356
Benjamin F. Edwards & Company
Missouri
$4K – – –
CPG
357
Cornerstone Planning Group
New Jersey
$3.99K +$3.99K +68 New
IGWM
358
ICA Group Wealth Management
Colorado
$3.5K +$3.5K +67 New
FP
359
Financial Perspectives
Minnesota
$3.44K – – –
FWM
360
Focused Wealth Management
New York
$3.24K – – –
BCMLT
361
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.24K +$3.24K +62 New
TWA
362
TCI Wealth Advisors
Arizona
$3.18K +$1.3K +25 +69%
STCOSD
363
Sageworth Trust Company of South Dakota
South Dakota
$3K – – –
ST
364
Sageworth Trust
Pennsylvania
$3K – – –
AF
365
Advisornet Financial
Minnesota
$2.5K +$678 +13 +37%
OC
366
Oakworth Capital
Alabama
$2.3K – – –
JWA
367
JFS Wealth Advisors
Pennsylvania
$2.09K +$1.15K +22 +122%
FCG
368
Financial Connections Group
California
$2K – – –
PB
369
Pinnacle Bancorp
Nebraska
$2K – – –
GBT
370
Grove Bank & Trust
Florida
$2K +$2K +45 New
LFG
371
Larson Financial Group
Missouri
$1.77K +$1.77K +34 New
GWS
372
Glassman Wealth Services
Virginia
$1.72K +$1.72K +33 New
FMII
373
Farmers & Merchants Investments Inc
Nebraska
$1.67K – – –
PFBT
374
Parkside Financial Bank & Trust
Missouri
$1.62K -$157 -3 -9%
NFSG
375
Newbridge Financial Services Group
Florida
$1.62K – – –
13 14
15
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