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Lumentum
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Overview Fund Activity

484 hedge funds and large institutions have $7.13B invested in Lumentum in 2021 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 125 increasing their positions, 163 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+54
Holders Change %
+12.56%
% of All Funds
7.47%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
105
Increased
125
Reduced
163
Closed
43
Calls
$94M
Puts
$124M
Net Calls
-$30.4M
Net Calls Change
-$4.15M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$57.4M
2
Holocene Advisors
Holocene Advisors
New York
$62.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$239M
4
AllianceBernstein
AllianceBernstein
Tennessee
$552M
5
Ameriprise
Ameriprise
Minnesota
$282M

Top Sellers

1
VH
ValueAct Holdings
California
$0
2
N
Natixis
France
$745K
3
Bank of New York Mellon
Bank of New York Mellon
New York
$227M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.04B
5
BlackRock
BlackRock
New York
$647M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
426
Signet Financial Management
New Jersey
$6K +$6K +61 New
OC
427
Oakworth Capital
Alabama
$5K – – –
JWA
428
JFS Wealth Advisors
Pennsylvania
$5K +$1.94K +19 +63%
FCG
429
Financial Connections Group
California
$5K +$5K +50 New
GI
430
Gradient Investments
Minnesota
$5K +$5K +51 New
CCM
431
Covington Capital Management
California
$4K – – –
EI
432
Ellevest Inc
New York
$4K – – –
CA
433
CoreCap Advisors
Michigan
$4K +$4K +41 New
NFSG
434
Newbridge Financial Services Group
Florida
$3K -$35.7K -369 -92%
PFBT
435
Parkside Financial Bank & Trust
Missouri
$3K – – –
SC
436
SouthState Corp
Florida
$3K – – –
MFT
437
Moisand Fitzgerald Tamayo
Florida
$3K – – –
LWANC
438
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
CWP
439
Concord Wealth Partners
Virginia
$3K – – –
HCP
440
Hexagon Capital Partners
Arkansas
$3K – – –
SWA
441
Sutton Wealth Advisors
Florida
$2.86K +$846 +8 +42%
PCH
442
Polar Capital Holdings
United Kingdom
$2.53K +$2.53K +23,961 New
WT
443
Washington Trust
Rhode Island
$2K -$1.22K -11 -38%
JFA
444
JNBA Financial Advisors
Minnesota
$2K – – –
VCM
445
Versant Capital Management
Arizona
$2K – – –
PGAM
446
Princeton Global Asset Management
New Jersey
$2K – – –
TFGT
447
TS Financial Group (TSFG)
Illinois
$2K +$2K +15 New
ACM
448
AUA Capital Management
Pennsylvania
$2K +$2K +19 New
CWM
449
Cedar Wealth Management
California
$2K +$2K +20 New
HPC
450
HM Payson & Co
Maine
$2K +$2K +20 New
16 17
18
19 20