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Lumentum
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Overview Fund Activity

425 hedge funds and large institutions have $5.13B invested in Lumentum in 2020 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 124 increasing their positions, 158 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
-16
Holders Change %
-3.63%
% of All Funds
8.6%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.14%
New
68
Increased
124
Reduced
158
Closed
82
Calls
$106M
Puts
$97.9M
Net Calls
+$7.95M
Net Calls Change
+$34.7M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$243M
2
Citadel Advisors
2
Citadel Advisors
Florida
$57.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$105M
4
WP
4
Woodline Partners
California
$37M
5
SHCM
5
Shelter Haven Capital Management
New Jersey
$28.4M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$701M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$61.1M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$4.78M
4
PC
4
Polar Capital
United Kingdom
$0
5
Holocene Advisors
5
Holocene Advisors
New York
$53.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
376
Smithfield Trust
Pennsylvania
$5K -$71.2K -925 -93%
CFB
377
Cullen/Frost Bankers
Texas
$5K -$769 -10 -13%
TFO
378
Tarbox Family Office
California
$5K – – –
FWM
379
Focused Wealth Management
New York
$5K – – –
FCM
380
Firestone Capital Management
Florida
$5K – – –
FP
381
Financial Perspectives
Minnesota
$4.96K – – –
GT
382
Glenmede Trust
Pennsylvania
$4K -$45.3K -612 -92%
CHA
383
Carmichael Hill & Associates
Maryland
$4K – – –
BFC
384
Bedel Financial Consulting
Indiana
$4K – – –
HNB
385
Huntington National Bank
Ohio
$4K +$2.51K +32 +168%
NNP
386
Nachman Norwood & Parrott
South Carolina
$4K +$4K +54 New
PI
387
PineBridge Investments
New York
$4K +$4K +55 New
AWA
388
Arkadios Wealth Advisors
Georgia
$3.97K +$3.97K +48 New
AF
389
Advisornet Financial
Minnesota
$3K -$38.1K -457 -93%
TFA
390
Toth Financial Advisory
Virginia
$3K – – –
TWA
391
TCI Wealth Advisors
Arizona
$3K – – –
OC
392
Oakworth Capital
Alabama
$3K – – –
IFAM
393
Institutional & Family Asset Management
Colorado
$2K – – –
EFSCE
394
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
MFT
395
Moisand Fitzgerald Tamayo
Florida
$2K – – –
HGWM
396
Harvest Group Wealth Management
Massachusetts
$2K – – –
JFA
397
JNBA Financial Advisors
Minnesota
$2K +$2K +21 New
CWC
398
Carolinas Wealth Consulting
North Carolina
$2K +$2K +25 New
HCP
399
Hexagon Capital Partners
Arkansas
$2K +$2K +25 New
APWA
400
Atlas Private Wealth Advisors
New Jersey
$2K +$2K +25 New
14 15
16
17 18