LITE icon

Lumentum
LITE

Overview Fund Activity

386 hedge funds and large institutions have $3.42B invested in Lumentum in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 132 increasing their positions, 129 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-42
Holders Change %
-9.81%
% of All Funds
6.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
132
Reduced
129
Closed
74
Calls
$36.3M
Puts
$85.5M
Net Calls
-$49.2M
Net Calls Change
-$37M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$207M
2
Invesco
Invesco
Georgia
$56.4M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$22M
4
SBH
Segall Bryant & Hamill
Illinois
$18M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$28.7M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$199M
2
BlackRock
BlackRock
New York
$336M
3
Citadel Advisors
Citadel Advisors
Florida
$17.7M
4
Millennium Management
Millennium Management
New York
$43M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WR
426
WD Rutherford
Oregon
– -$149K -2,862 Closed
NA
427
NewEdge Advisors
Louisiana
– -$116K -2,221 Closed
MCC
428
Money Concepts Capital
Florida
– -$92K -1,763 Closed
SAM
429
S.A. Mason
Michigan
– -$44.3K -850 Closed
JFGIW
430
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$38.7K -742 Closed
SOW
431
State of Wyoming
Wyoming
– -$33.3K -638 Closed
MWM
432
Mascoma Wealth Management
New Hampshire
– -$26.6K -510 Closed
WAM
433
Wolverine Asset Management
Illinois
– -$19.9K -381 Closed
KTC
434
Kistler-Tiffany Companies
Pennsylvania
– -$16.3K -312 Closed
CG
435
Cutler Group
California
– -$16K -310 Closed
MWM
436
MinichMacGregor Wealth Management
New York
– -$15.2K -292 Closed
SC
437
Sierra Capital
Florida
– -$11K -218 Closed
KSWA
438
Kathleen S. Wright Associates
Pennsylvania
– -$10K -200 Closed
LJHT
439
Laurie J. Hall Trustee
– -$9K -165 Closed
PFG
440
Piershale Financial Group
Illinois
– -$5.22K -100 Closed
Credit Agricole
441
Credit Agricole
France
– -$5.22K -100 Closed
MAWCM
442
Mine & Arao Wealth Creation & Management
California
– -$4.59K -88 Closed
IGWM
443
ICA Group Wealth Management
Colorado
– -$3.5K -67 Closed
ST
444
Sageworth Trust
Pennsylvania
– -$3K -62 Closed
BCMLT
445
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$3.24K -62 Closed
STCOSD
446
Sageworth Trust Company of South Dakota
South Dakota
– -$3K -53 Closed
FGAM
447
Financial Gravity Asset Management
Texas
– -$25 -52 Closed
LFG
448
Larson Financial Group
Missouri
– -$1.77K -34 Closed
FA
449
Fiduciary Alliance
South Carolina
– -$1.46K -28 Closed
DFCM
450
Dark Forest Capital Management
Puerto Rico
– -$1.46K -28 Closed
15 16 17
18
19