LITE icon

Lumentum

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
Name Holding Trade Value Shares
Change
Shares
Change %
CAC
426
Certified Advisory Corp
Florida
$7K +$7K +75 New
FWM
427
Focused Wealth Management
New York
$6K
CFB
428
Cullen/Frost Bankers
Texas
$6K
MAM
429
Meeder Asset Management
Ohio
$6K +$4.52K +52 +306%
TFO
430
Tarbox Family Office
California
$5K
CA
431
Crewe Advisors
Utah
$5K
FCM
432
Firestone Capital Management
Florida
$5K
RWB
433
RMR Wealth Builders
New Jersey
$5K
WP
434
WealthShield Partners
North Carolina
$5K +$5K +50 New
SCA
435
Stonebridge Capital Advisors
Minnesota
$5K +$5K +52 New
TFA
436
Toth Financial Advisory
Virginia
$4K -$10K -100 -71%
OC
437
Oakworth Capital
Alabama
$4K
MFT
438
Moisand Fitzgerald Tamayo
Florida
$3K
CWP
439
Concord Wealth Partners
Virginia
$3K
TWA
440
TCI Wealth Advisors
Arizona
$3K
SWG
441
Summit Wealth Group
Vermont
$3K +$3K +30 New
LWANC
442
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$3K +32 New
GH
443
GAM Holding
Switzerland
$2K -$225K -2,361 -99%
EFSCE
444
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$2.5K -25 -56%
IFAM
445
Institutional & Family Asset Management
Colorado
$2K -$1.26K -12 -39%
TCWA
446
Ten Capital Wealth Advisors
Washington
$2K
VCM
447
Versant Capital Management
Arizona
$2K
JFA
448
JNBA Financial Advisors
Minnesota
$2K
EI
449
Ellevest Inc
New York
$2K
HCP
450
Hexagon Capital Partners
Arkansas
$2K