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Lumentum

477 hedge funds and large institutions have $6.6B invested in Lumentum in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 148 increasing their positions, 162 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
-7
Holders Change %
-1.45%
% of All Funds
7.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
57
Increased
148
Reduced
162
Closed
57
Calls
$32.9M
Puts
$53.7M
Net Calls
-$20.8M
Net Calls Change
+$9.53M
Name Holding Trade Value Shares
Change
Shares
Change %
STCOSD
401
Sageworth Trust Company of South Dakota
South Dakota
$12K -$8.5K -85 -41%
AWM
402
Accel Wealth Management
Iowa
$12K
MCM
403
Manchester Capital Management
Vermont
$11K -$11K -114 -50%
LCM
404
Logan Capital Management
Pennsylvania
$11K
MPWT
405
MassMutual Private Wealth & Trust
Connecticut
$10K -$8K -80 -44%
SIAP
406
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K
HWM
407
HighMark Wealth Management
Minnesota
$10K
AAP
408
Arax Advisory Partners
Colorado
$10K
EWA
409
EverSource Wealth Advisors
Alabama
$9K
MAWCM
410
Mine & Arao Wealth Creation & Management
California
$9K
FF
411
FourThought Financial
Florida
$8K -$8.21K -79 -51%
PWMG
412
Prestige Wealth Management Group
New Jersey
$8K
ST
413
Smithfield Trust
Pennsylvania
$7K
PFGIA
414
Patriot Financial Group Insurance Agency
Massachusetts
$7K
CA
415
Centerpoint Advisors
Massachusetts
$7K
CWM
416
Curi Wealth Management
North Carolina
$7K
ZB
417
Zions Bancorporation
Utah
$7K +$7K +68 New
CIBC Private Wealth Group
418
CIBC Private Wealth Group
Georgia
$7K +$7K +73 New
FP
419
Financial Perspectives
Minnesota
$6.44K
ST
420
Sageworth Trust
Pennsylvania
$6K
FWM
421
Focused Wealth Management
New York
$6K
TFA
422
Toth Financial Advisory
Virginia
$6K
JWA
423
JFS Wealth Advisors
Pennsylvania
$5K -$104 -1 -2%
UB
424
UMB Bank
Missouri
$5K
Macquarie Group
425
Macquarie Group
Australia
$4.6K -$297 -3,039 -6%