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Lumentum

366 hedge funds and large institutions have $3.16B invested in Lumentum in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 99 increasing their positions, 133 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
-11
Holders Change %
-2.92%
% of All Funds
5.84%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
57
Increased
99
Reduced
133
Closed
66
Calls
$62.8M
Puts
$106M
Net Calls
-$42.9M
Net Calls Change
-$35.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
351
SJS Investment Consulting
Ohio
$497
SWA
352
Sutton Wealth Advisors
Florida
$361 -$496 -11 -58%
IRC
353
Investors Research Corp
Georgia
$361
ANBT
354
American National Bank & Trust
Texas
$271
HIA
355
Harbor Investment Advisory
Maryland
$226 -$74.3K -1,643 -100%
CFD
356
Creative Financial Designs
Indiana
$226 +$226 +5 New
BWL
357
Bogart Wealth LLC
Virginia
$181
SWA
358
SOA Wealth Advisors
New York
$136
CSC
359
Caldwell Sutter Capital
California
$136
CA
360
Crewe Advisors
Utah
$136 +$45 +1 +50%
CCM
361
Chilton Capital Management
Texas
$91
LWANC
362
Laurel Wealth Advisors (North Carolina)
North Carolina
$91
AWM
363
Avior Wealth Management
Nebraska
$90 -$296K -6,578 -100%
PPWM
364
PFG Private Wealth Management
Florida
$90
GJIA
365
Glass Jacobson Investment Advisors
Maryland
$46
GGI
366
Godsey & Gibb Inc
Virginia
$46 +$46 +1 New
Westfield Capital Management
367
Westfield Capital Management
Massachusetts
-$53.6M -945,342 Closed
SBH
368
Segall Bryant & Hamill
Illinois
-$15.7M -277,531 Closed
RCM
369
Rokos Capital Management
United Kingdom
-$13.1M -226,197 Closed
CTI
370
Community Trust & Investment
Kentucky
-$8.71M -153,597 Closed
FHCM
371
Force Hill Capital Management
New York
-$6.73M -118,600 Closed
IG
372
ING Group
Netherlands
-$6.3M -111,100 Closed
PCM
373
Penserra Capital Management
California
-$3.48M -61,354 Closed
Man Group
374
Man Group
United Kingdom
-$2.02M -35,542 Closed
CCS
375
Concentric Capital Strategies
Connecticut
-$1.52M -26,826 Closed