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Lumentum
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Overview Fund Activity

382 hedge funds and large institutions have $4.6B invested in Lumentum in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 104 increasing their positions, 133 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
+5
Holders Change %
+1.33%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
69
Increased
104
Reduced
133
Closed
62
Calls
$91.7M
Puts
$133M
Net Calls
-$41.3M
Net Calls Change
-$76.3M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$110M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$72.9M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$49.1M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$48.2M
5
Millennium Management
Millennium Management
New York
+$47.3M

Top Sellers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$125M
2
EARNEST Partners
EARNEST Partners
Georgia
-$85.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$63.3M
4
FFM
FengHe Fund Management
Singapore
-$51.6M
5
PC
PointState Capital
New York
-$48.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWWMG
351
Vermillion & White Wealth Management Group
Pennsylvania
$1.01K – – –
SIC
352
Salem Investment Counselors
North Carolina
$951 – – –
PS
353
Principal Securities
Iowa
$887 -$77.9K -1,230 -99%
MPWT
354
MassMutual Private Wealth & Trust
Connecticut
$824 +$824 +13 New
OP
355
ORG Partners
Indiana
$823 – – –
CA
356
Clearstead Advisors
Ohio
$761 -$20.4K -321 -96%
HCM
357
Hollencrest Capital Management
California
$761 – – –
PWMG
358
Private Wealth Management Group
New Jersey
$698 – – –
DPW
359
DiNuzzo Private Wealth
Pennsylvania
$634 -$63 -1 -9%
SIC
360
SJS Investment Consulting
Ohio
$634 -$63 -1 -9%
BIA
361
Bell Investment Advisors
California
$634 – – –
CJ
362
Caitlin John
Michigan
$616 – – –
IRC
363
Investors Research Corp
Georgia
$507 – – –
IAIM
364
International Assets Investment Management
Florida
$334 +$329 +20,835 +6,238%
CFD
365
Creative Financial Designs
Indiana
$317 – – –
HIA
366
Harbor Investment Advisory
Maryland
$317 – – –
PS
367
Planned Solutions
California
$317 +$317 +5 New
FCM
368
Fourpath Capital Management
Oklahoma
$317 +$317 +5 New
PFBT
369
Parkside Financial Bank & Trust
Missouri
$317 +$317 +5 New
BF
370
BOK Financial
Oklahoma
$265 +$265 +4 New
BWL
371
Bogart Wealth LLC
Virginia
$254 – – –
DWM
372
Darwin Wealth Management
Florida
$254 +$254 +4 New
CSC
373
Caldwell Sutter Capital
California
$190 – – –
CA
374
Claris Advisors
Missouri
$190 +$190 +3 New
NFA
375
Northwest Financial Advisors
Virginia
$189 +$189 +3 New
13 14
15
16 17