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Lumentum
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Overview Fund Activity

473 hedge funds and large institutions have $6.34B invested in Lumentum in 2021 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 179 increasing their positions, 129 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-10
Holders Change %
-2.07%
% of All Funds
8.33%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.07%
New
87
Increased
179
Reduced
129
Closed
93
Calls
$211M
Puts
$171M
Net Calls
+$39.7M
Net Calls Change
-$160M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$954M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$289M
3
N
3
Natixis
France
$99.9M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$270M
5
Swedbank
5
Swedbank
Sweden
$63.9M

Top Sellers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$3.95M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$93.4M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$0
4
AIM
4
Anatole Investment Management
Hong Kong
$0
5
HRCM
5
Hood River Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
376
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.5K -$114K -1,243 -68%
IA
377
IFP Advisors
Florida
$52K -$2.39M -26,243 -98%
GWM
378
Geneos Wealth Management
Colorado
$52K – – –
GRP
379
Global Retirement Partners
California
$52K +$10.5K +115 +25%
KTC
380
Kistler-Tiffany Companies
Pennsylvania
$50K – – –
BFC
381
Bedel Financial Consulting
Indiana
$50K +$45.7K +500 +1,064%
AWM
382
AllSquare Wealth Management
New York
$50K +$50K +550 New
S
383
SignatureFD
Georgia
$48K +$20K +220 +71%
IAIM
384
International Assets Investment Management
Florida
$46K – – –
TPCW
385
TD Private Client Wealth
New York
$44.8K +$38.4K +420 +600%
FPS
386
Fieldpoint Private Securities
Connecticut
$42K -$66.8K -740 -61%
HI
387
Harbour Investments
Wisconsin
$41K +$41K +444 New
FHA
388
First Horizon Advisors
Tennessee
$40K +$3.46K +38 +9%
VBCG
389
Valley Brook Capital Group
Pennsylvania
$39K -$8.62K -95 -18%
NFG
390
Next Financial Group
Texas
$36K +$6.84K +75 +23%
FMP
391
Financial Management Professionals
Texas
$34K – – –
ETC
392
Exchange Traded Concepts
Oklahoma
$32K -$23.7K -256 -43%
EVM
393
Eaton Vance Management
Massachusetts
$31K +$31K +335 New
RE
394
RBC Europe
United Kingdom
$27K – – –
GAM
395
Gemmer Asset Management
California
$24K +$3.19K +35 +15%
CCMW
396
Cypress Capital Management (Wyoming)
Wyoming
$20K – – –
WT
397
Whittier Trust
California
$20K – – –
CLOS
398
Compagnie Lombard Odier SCmA
Switzerland
$19K – – –
CWA
399
Clearview Wealth Advisors
Oregon
$18K +$3.06K +33 +20%
QCG
400
Quadrant Capital Group
Ohio
$18K +$4.93K +55 +38%
14 15
16
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