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Lumentum
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Overview Fund Activity

386 hedge funds and large institutions have $3.42B invested in Lumentum in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 132 increasing their positions, 129 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-42
Holders Change %
-9.81%
% of All Funds
6.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
132
Reduced
129
Closed
74
Calls
$36.3M
Puts
$85.5M
Net Calls
-$49.2M
Net Calls Change
-$37M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$207M
2
Invesco
Invesco
Georgia
$56.4M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$22M
4
SBH
Segall Bryant & Hamill
Illinois
$18M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$28.7M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$199M
2
BlackRock
BlackRock
New York
$336M
3
Citadel Advisors
Citadel Advisors
Florida
$17.7M
4
Millennium Management
Millennium Management
New York
$43M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
351
Huntington National Bank
Ohio
$1.24K +$972 +18 +360%
FHA
352
First Horizon Advisors
Tennessee
$1.13K +$540 +10 +91%
JWA
353
JFS Wealth Advisors
Pennsylvania
$1.03K -$1.14K -21 -53%
SWA
354
Sutton Wealth Advisors
Florida
$1.03K – – –
TC
355
Truvestments Capital
Florida
$1.03K – – –
WT
356
Washington Trust
Rhode Island
$1.03K +$54 +1 +6%
Loomis, Sayles & Company
357
Loomis, Sayles & Company
Massachusetts
$1K -$7.73M -170,061 -100%
TFGT
358
TS Financial Group (TSFG)
Illinois
$1K – – –
PGAM
359
Princeton Global Asset Management
New Jersey
$864 – – –
BIA
360
Bell Investment Advisors
California
$811 -$487 -9 -38%
SIC
361
Salem Investment Counselors
North Carolina
$811 -$270 -5 -25%
BWM
362
BerganKDV Wealth Management
Minnesota
$811 – – –
SIC
363
SJS Investment Consulting
Ohio
$811 +$108 +2 +15%
GWS
364
Glassman Wealth Services
Virginia
$810 -$972 -18 -55%
OSNBOA
365
Old Second National Bank of Aurora
Illinois
$810 – – –
RFG
366
RFP Financial Group
Georgia
$756 – – –
HCM
367
Hollencrest Capital Management
California
$648 – – –
JFG
368
Jefferies Financial Group
New York
$594 +$594 +11 New
DI
369
Disciplined Investments
Oklahoma
$540 +$432 +8 +400%
2L
370
25 LLC
Missouri
$527 +$527 +11 New
IRC
371
Investors Research Corp
Georgia
$432 – – –
Commonwealth Equity Services
372
Commonwealth Equity Services
Massachusetts
$365 -$13 -240 -3%
CWM
373
Cedar Wealth Management
California
$270 – – –
TCWA
374
Ten Capital Wealth Advisors
Washington
$270 – – –
NSIM
375
North Star Investment Management
Illinois
$270 +$270 +5 New
13 14
15
16 17