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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 %
PCC
401
Park Circle Company
Maryland
$18K +$18K +200 New
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
FF
403
FourThought Financial
Florida
$16K – – –
AF
404
Allworth Financial
California
$16K +$8.77K +97 +121%
SC
405
Sierra Capital
Florida
$16K +$16K +179 New
Baillie Gifford & Co
406
Baillie Gifford & Co
United Kingdom
$15K -$1.34K -15 -8%
BCV
407
Banque Cantonale Vaudoise
Switzerland
$15K – – –
CTC
408
Central Trust Company
Missouri
$14K – – –
AIG
409
American International Group
New York
$12.5K +$87 +947 +0.7%
AWM
410
Accel Wealth Management
Iowa
$11K – – –
VFA
411
Valeo Financial Advisors
Indiana
$11K – – –
ST
412
Smithfield Trust
Pennsylvania
$11K – – –
Jones Financial Companies
413
Jones Financial Companies
Missouri
$10K +$8.41K +95 +528%
WAM
414
Wolverine Asset Management
Illinois
$9K -$2.69K -32 -23%
SIAP
415
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K – – –
HWM
416
HighMark Wealth Management
Minnesota
$9K – – –
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$9K – – –
MCM
418
Manchester Capital Management
Vermont
$9K – – –
MF
419
Manchester Financial
California
$9K – – –
MWP
420
Meridian Wealth Partners
Pennsylvania
$9K +$9K +100 New
Credit Agricole
421
Credit Agricole
France
$9K +$9K +100 New
BCA
422
Berman Capital Advisors
Georgia
$8K – – –
OSAM
423
O'Shaughnessy Asset Management
Connecticut
$8K +$2.39K +26 +43%
PWMG
424
Prestige Wealth Management Group
New Jersey
$7K – – –
HNB
425
Huntington National Bank
Ohio
$7K +$2.82K +33 +67%
15 16
17
18 19