LITE icon

Lumentum
LITE

Overview Fund Activity

428 hedge funds and large institutions have $3.23B invested in Lumentum in 2022 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 112 increasing their positions, 169 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-14
Holders Change %
-3.17%
% of All Funds
6.91%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
71
Increased
112
Reduced
169
Closed
75
Calls
$47.4M
Puts
$59.7M
Net Calls
-$12.3M
Net Calls Change
-$15.5M

Top Buyers

1
Swedbank
1
Swedbank
Sweden
$104M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$107M
3
BlackRock
3
BlackRock
New York
$349M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$26.3M
5
Millennium Management
5
Millennium Management
New York
$62.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$266M
2
Axa
2
Axa
France
$0
3
Holocene Advisors
3
Holocene Advisors
New York
$2.74M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
376
Moisand Fitzgerald Tamayo
Florida
$1.57K -$522 -10 -25%
CWP
377
Concord Wealth Partners
Virginia
$1.57K +$1.57K +30 New
NECFA
378
New England Capital Financial Advisors
Connecticut
$1.47K +$1.47K +25 New
DFCM
379
Dark Forest Capital Management
Puerto Rico
$1.46K -$4.17K -80 -74%
FA
380
Fiduciary Alliance
South Carolina
$1.46K +$1.46K +28 New
HCP
381
Hexagon Capital Partners
Arkansas
$1.3K – – –
BIA
382
Bell Investment Advisors
California
$1.25K +$626 +12 +100%
SIC
383
Salem Investment Counselors
North Carolina
$1.04K – – –
TFGT
384
TS Financial Group (TSFG)
Illinois
$1K – – –
PGAM
385
Princeton Global Asset Management
New Jersey
$1K – – –
ANBT
386
American National Bank & Trust
Texas
$1K +$1K +6 New
SWM
387
Spire Wealth Management
Virginia
$1K +$1K +18 New
SWA
388
Sutton Wealth Advisors
Florida
$991 -$52 -1 -5%
TC
389
Truvestments Capital
Florida
$991 +$991 +19 New
WT
390
Washington Trust
Rhode Island
$939 -$52 -1 -5%
VCM
391
Versant Capital Management
Arizona
$835 -$365 -7 -30%
BWM
392
BerganKDV Wealth Management
Minnesota
$783 +$783 +15 New
OSNBOA
393
Old Second National Bank of Aurora
Illinois
$783 +$783 +15 New
MS
394
Madden Securities
Texas
$730 +$730 +14 New
RFG
395
RFP Financial Group
Georgia
$730 +$730 +14 New
SC
396
Schubert & Co
Texas
$678 -$1.1K -21 -62%
SIC
397
SJS Investment Consulting
Ohio
$678 +$209 +4 +44%
CA
398
Clearstead Advisors
Ohio
$626 -$327K -6,275 -100%
HCM
399
Hollencrest Capital Management
California
$626 +$626 +12 New
IFAM
400
Institutional & Family Asset Management
Colorado
$574 – – –
14 15
16
17 18