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Lumentum
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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 %
FHA
401
First Horizon Advisors
Tennessee
$573 – – –
LS
402
Leelyn Smith
Illinois
$522 – – –
IRC
403
Investors Research Corp
Georgia
$417 – – –
ACM
404
AUA Capital Management
Pennsylvania
$417 – – –
BWA
405
BDO Wealth Advisors
Florida
$417 – – –
CA
406
CoreCap Advisors
Michigan
$417 +$417 +8 New
HNB
407
Huntington National Bank
Ohio
$261 -$10.2K -196 -98%
CWM
408
Cedar Wealth Management
California
$261 -$783 -15 -75%
TCWA
409
Ten Capital Wealth Advisors
Washington
$261 -$418 -8 -62%
DWP
410
Destiny Wealth Partners
Florida
$261 – – –
LF
411
Lee Financial
Texas
$261 – – –
BWL
412
Bogart Wealth LLC
Virginia
$209 – – –
MPCL
413
My Personal CFO LLC
Washington
$209 +$209 +4 New
SVCP
414
Silicon Valley Capital Partners
California
$209 +$209 +4 New
SWA
415
SOA Wealth Advisors
New York
$157 – – –
CA
416
Crewe Advisors
Utah
$157 +$157 +3 New
LWANC
417
Laurel Wealth Advisors (North Carolina)
North Carolina
$105 +$105 +2 New
AWM
418
Avior Wealth Management
Nebraska
$104 -$168K -3,228 -100%
DI
419
Disciplined Investments
Oklahoma
$104 -$780 -15 -88%
SBL
420
Sargent Bickham Lagudis
Colorado
$104 – – –
ME
421
McIlrath & Eck
Washington
$52 – – –
GJIA
422
Glass Jacobson Investment Advisors
Maryland
$52 +$52 +1 New
WIM
423
Westside Investment Management
California
$29 +$21 +400 +247%
FGAM
424
Financial Gravity Asset Management
Texas
$25 +$25 +52 New
Axa
425
Axa
France
– -$43.5M -633,891 Closed
15 16
17
18 19