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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 %
SWA
401
Sutton Wealth Advisors
Florida
$1.58K – – –
EI
402
Ellevest Inc
New York
$1K -$900 -9 -47%
PFO
403
Pathstone Family Office
New Jersey
$1K – – –
MLFP
404
MPS Loria Financial Planners
Illinois
$1K – – –
IRC
405
Investors Research Corp
Georgia
$1K – – –
PCG
406
Private Capital Group
Connecticut
$1K – – –
VCM
407
Versant Capital Management
Arizona
$1K – – –
PGAM
408
Princeton Global Asset Management
New Jersey
$1K – – –
TCM
409
TD Capital Management
Tennessee
$1K +$583 +7 +140%
ONST
410
Old North State Trust
North Carolina
$1K +$1K +12 New
ADL
411
Asset Dedication LLC
California
$1K +$1K +16 New
CA
412
Crewe Advisors
Utah
$1K +$1K +19 New
Rockefeller Capital Management
413
Rockefeller Capital Management
New York
$1K +$833 +20 +500%
FCA
414
FinTrust Capital Advisors
South Carolina
$165 -$263 -3,500 -61%
WIM
415
Westside Investment Management
California
$1 – – –
PC
416
Polar Capital
United Kingdom
– -$41.6M -511,363 Closed
DBG
417
De Burlo Group
Massachusetts
– -$11.7M -158,300 Closed
CPC
418
Cookson Peirce & Co
Pennsylvania
– -$11.7M -143,125 Closed
HF
419
HRT Financial
New York
– -$11.3M -138,722 Closed
BNP Paribas Asset Management
420
BNP Paribas Asset Management
France
– -$7.44M -91,338 Closed
WMSA
421
Weiss Multi-Strategy Advisers
New York
– -$7.33M -90,000 Closed
SC
422
Shellback Capital
Massachusetts
– -$7.26M -89,097 Closed
CMG
423
Cavalry Management Group
California
– -$6.56M -80,540 Closed
CRCP
424
Copper Rock Capital Partners
Massachusetts
– -$5.64M -69,302 Closed
Voloridge Investment Management
425
Voloridge Investment Management
Florida
– -$4.22M -51,805 Closed
15 16
17
18 19