LITE icon

Lumentum
LITE

Overview Fund Activity

465 hedge funds and large institutions have $5.27B invested in Lumentum in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 141 increasing their positions, 156 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-12
Holders Change %
-2.52%
% of All Funds
7.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
50
Increased
141
Reduced
156
Closed
56
Calls
$51.1M
Puts
$39.3M
Net Calls
+$11.8M
Net Calls Change
+$32.7M

Top Buyers

1
WRCM
Whale Rock Capital Management
Massachusetts
$68.5M
2
Holocene Advisors
Holocene Advisors
New York
$40.9M
3
CIM
Chiron Investment Management
New York
$19.6M
4
AllianceBernstein
AllianceBernstein
Tennessee
$432M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$24.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$702M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$14M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$124M
4
BlackRock
BlackRock
New York
$469M
5
HRCM
Hood River Capital Management
Florida
$8.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
426
Sutton Wealth Advisors
Florida
$1.75K -$794 -10 -31%
QPBE
427
Quintet Private Bank (Europe)
Luxembourg
$1.41K +$1.41K +25 New
AIC
428
Archer Investment Corporation
Indiana
$1.03K – – –
WT
429
Washington Trust
Rhode Island
$1K -$59 -1 -6%
DI
430
Disciplined Investments
Oklahoma
$1K -$83 -1 -8%
IFAM
431
Institutional & Family Asset Management
Colorado
$1K – – –
SCA
432
Stonebridge Capital Advisors
Minnesota
$1K – – –
LS
433
Leelyn Smith
Illinois
$1K – – –
PGAM
434
Princeton Global Asset Management
New Jersey
$1K – – –
SIS
435
Sound Income Strategies
Florida
$1K – – –
BWA
436
BDO Wealth Advisors
Florida
$1K – – –
TFGT
437
TS Financial Group (TSFG)
Illinois
$1K – – –
IRC
438
Investors Research Corp
Georgia
$1K – – –
TCWA
439
Ten Capital Wealth Advisors
Washington
$1K – – –
ACM
440
AUA Capital Management
Pennsylvania
$1K +$500 +8 +100%
GWA
441
Gibson Wealth Advisors
Texas
$1K +$1K +8 New
SFG
442
Steward Financial Group
Texas
$1K +$1K +14 New
BIA
443
Bell Investment Advisors
California
$1K +$1K +17 New
ED
444
Exane Derivatives
France
$476 -$97.7K -1,231 -100%
PCH
445
Polar Capital Holdings
United Kingdom
$364 -$2.72K -34,275 -88%
MF
446
Magnetar Financial
Illinois
$223 +$223 +2,808 New
WIM
447
Westside Investment Management
California
$12 – – –
Aviva
448
Aviva
United Kingdom
– -$20.6M -211,023 Closed
CCP
449
Clough Capital Partners
Massachusetts
– -$8.76M -89,700 Closed
AAS
450
Ameritas Advisory Services
Nebraska
– -$8.5M -87,041 Closed
16 17
18
19 20