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Lumentum
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Overview Fund Activity

420 hedge funds and large institutions have $5.56B invested in Lumentum in 2021 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 164 increasing their positions, 127 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-53
Holders Change %
-11.21%
% of All Funds
7.33%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
57
Increased
164
Reduced
127
Closed
108
Calls
$98M
Puts
$149M
Net Calls
-$51.1M
Net Calls Change
-$90.8M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$101M
2
VH
ValueAct Holdings
California
+$79.3M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$50.1M
4
Morgan Stanley
Morgan Stanley
New York
+$28.3M
5
Bank of America
Bank of America
North Carolina
+$23.2M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$93.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$39.3M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$33.1M
4
MAM
Melqart Asset Management
United Kingdom
-$32.4M
5
AAM
Alpine Associates Management
Florida
-$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
376
Cullen/Frost Bankers
Texas
$5K – – –
FWM
377
Focused Wealth Management
New York
$5K – – –
CA
378
Crewe Advisors
Utah
$5K – – –
NIM
379
NuWave Investment Management
New Jersey
$5K +$5K +56 New
CMBA
380
C.M. Bidwell & Associates
Hawaii
$5K +$5K +61 New
Nisa Investment Advisors
381
Nisa Investment Advisors
Missouri
$4.2K +$3.9K +47,555 +1,304%
OC
382
Oakworth Capital
Alabama
$4K – – –
SB
383
Strategic Blueprint
Georgia
$4K +$4K +50 New
TFA
384
Toth Financial Advisory
Virginia
$3K – – –
TWA
385
TCI Wealth Advisors
Arizona
$3K – – –
LWANC
386
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
AWA
387
Arkadios Wealth Advisors
Georgia
$3K +$3K +48 New
CFGS
388
Concourse Financial Group Securities
Alabama
$2K – – –
EFSCE
389
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
VCM
390
Versant Capital Management
Arizona
$2K – – –
SWG
391
Summit Wealth Group
Vermont
$2K – – –
CWP
392
Concord Wealth Partners
Virginia
$2K – – –
HCP
393
Hexagon Capital Partners
Arkansas
$2K – – –
JFA
394
JNBA Financial Advisors
Minnesota
$2K – – –
MFT
395
Moisand Fitzgerald Tamayo
Florida
$2K – – –
IFAM
396
Institutional & Family Asset Management
Colorado
$2K – – –
CFO
397
CVA Family Office
Colorado
$2K +$2K +25 New
PFBT
398
Parkside Financial Bank & Trust
Missouri
$2K +$2K +28 New
SWA
399
Sutton Wealth Advisors
Florida
$1.72K – – –
WIM
400
Westside Investment Management
California
$1.09K +$663 +8,088 +155%
14 15
16
17 18