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Lumentum
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Overview Fund Activity

377 hedge funds and large institutions have $3.87B invested in Lumentum in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 117 increasing their positions, 124 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+14
Holders Change %
+3.86%
% of All Funds
5.48%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
55
Increased
117
Reduced
124
Closed
37
Calls
$161M
Puts
$126M
Net Calls
+$35M
Net Calls Change
+$38.6M

Top Buyers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$115M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$164M
3
SSA
3
Schonfeld Strategic Advisors
New York
$29M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$15.2M
5
WP
5
Woodline Partners
California
$18.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$469M
2
Franklin Resources
2
Franklin Resources
California
$41.1M
3
FFM
3
FengHe Fund Management
Singapore
$51.7M
4
Ameriprise
4
Ameriprise
Minnesota
$113M
5
PHK
5
Point72 Hong Kong
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
351
ORG Partners
Indiana
$661 +$661 +13 New
HCM
352
Hollencrest Capital Management
California
$611 – – –
SIC
353
SJS Investment Consulting
Ohio
$561 -$204 -4 -27%
PWMG
354
Private Wealth Management Group
New Jersey
$561 – – –
DPW
355
DiNuzzo Private Wealth
Pennsylvania
$561 – – –
BIA
356
Bell Investment Advisors
California
$510 +$510 +10 New
IRC
357
Investors Research Corp
Georgia
$407 – – –
CJ
358
Caitlin John
Michigan
$356 – – –
CFD
359
Creative Financial Designs
Indiana
$255 – – –
HIA
360
Harbor Investment Advisory
Maryland
$255 – – –
ANBT
361
American National Bank & Trust
Texas
$255 +$255 +5 New
BWL
362
Bogart Wealth LLC
Virginia
$204 – – –
CSC
363
Caldwell Sutter Capital
California
$153 – – –
LWANC
364
Laurel Wealth Advisors (North Carolina)
North Carolina
$102 – – –
CCM
365
Chilton Capital Management
Texas
$102 – – –
A
366
AlphaQuest
New York
$51 -$1.22K -24 -96%
MCM
367
MidAtlantic Capital Management
Virginia
$51 – – –
GGI
368
Godsey & Gibb Inc
Virginia
$51 – – –
GJIA
369
Glass Jacobson Investment Advisors
Maryland
$51 – – –
PMFA
370
Plante Moran Financial Advisors
Michigan
$51 +$51 +1 New
MCM
371
MV Capital Management
Maryland
$51 +$51 +1 New
CAS
372
Coppell Advisory Solutions
Texas
$51 +$51 +1 New
GPFA
373
Game Plan Financial Advisors
Ohio
$50 – – –
MG
374
Mather Group
Illinois
$47 +$47 +1 New
PHK
375
Point72 Hong Kong
Hong Kong
– -$19.1M -403,780 Closed
13 14
15
16 17