Lumentum
LITE
432 hedge funds and large institutions have $5.45B invested in Lumentum in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 125 increasing their positions, 165 reducing their positions, and 37 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
41% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 37
2% more funds holding
Funds holding: 422 → 432 (+10)
1.32% more ownership
Funds ownership: 89.53% → 90.86% (+1.3%)
2% less capital invested
Capital invested by funds: $5.56B → $5.45B (-$106M)
21% less call options, than puts
Call options by funds: $101M | Put options by funds: $127M
24% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 165
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$54.2M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$53.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$26.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$23.8M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$104M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
-$50.7M |
| 3 |
N
Natixis
Paris,
France
|
-$45.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$39.6M |
| 5 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
-$31.9M |
LITE Hedge Fund Activity: Q3 2021 in Review
432 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q3 2021, worth a combined $5.45B — down 1.9% from $5.56B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new LITE positions and 37 closed out — a net gain of 15 holders — while 125 added to existing stakes and 165 trimmed.
The largest buyer was Point72 Asset Management, opening a new position worth an estimated $54.2M. The largest seller was Fidelity Investments, cutting an estimated $104M.
- 432 institutional investors held Lumentum (LITE) as of Q3 2021, up from 422 in Q2 2021.
- Funds reported $5.45B of Lumentum stock for Q3 2021, down 1.9% quarter-over-quarter.
- 52 funds opened new Lumentum positions in Q3 2021 and 37 closed out, a net change of +15 holders.
- The largest Lumentum buyer in Q3 2021 was Point72 Asset Management, an estimated $54.2M added.
- The largest Lumentum seller in Q3 2021 was Fidelity Investments, an estimated $104M sold.
Based on aggregated 13F filings for Q3 2021.