LITE icon

Lumentum
LITE

Overview Fund Activity

377 hedge funds and large institutions have $3.88B invested in Lumentum in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 113 increasing their positions, 125 reducing their positions, and 64 closing their positions.

Holders
377
Holders Change
-9
Holders Change %
-2.33%
% of All Funds
5.95%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
57
Increased
113
Reduced
125
Closed
64
Calls
$80.3M
Puts
$87.9M
Net Calls
-$7.57M
Net Calls Change
+$41.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$435M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$53.6M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$82.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$53.4M
5
Invesco
5
Invesco
Georgia
$89.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$143M
2
Ameriprise
2
Ameriprise
Minnesota
$152M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$8.49M
4
Millennium Management
4
Millennium Management
New York
$25.3M
5
Fidelity International
5
Fidelity International
Bermuda
$84.4M
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
426
WealthPlan Investment Management
Nebraska
– – -84 Closed
TWA
427
TCI Wealth Advisors
Arizona
– – -61 Closed
HT
428
Headlands Technologies
Illinois
– – -46 Closed
SFG
429
Steward Financial Group
Texas
– – -43 Closed
NC
430
NewSquare Capital
Pennsylvania
– – -33 Closed
SC
431
Schubert & Co
Texas
– – -23 Closed
Loomis, Sayles & Company
432
Loomis, Sayles & Company
Massachusetts
– – -22 Closed
BWM
433
BerganKDV Wealth Management
Minnesota
– – -15 Closed
JFG
434
Jefferies Financial Group
New York
– – -11 Closed
TCWA
435
Ten Capital Wealth Advisors
Washington
– – -5 Closed
NSIM
436
North Star Investment Management
Illinois
– – -5 Closed
CFO
437
CVA Family Office
Colorado
– – -5 Closed
CI Investments Inc
438
CI Investments Inc
Ontario, Canada
– – -4 Closed
AWM
439
Abound Wealth Management
Tennessee
– – -1 Closed
ME
440
McIlrath & Eck
Washington
– – -1 Closed
Point72 Asset Management
441
Point72 Asset Management
Connecticut
– – -1 Closed
Group One Trading
442
Group One Trading
Illinois
– – – –
PM
443
Precept Management
Texas
– – – –
Simplex Trading
444
Simplex Trading
Illinois
– – – –
DAM
445
DLD Asset Management
New York
– – – –
Walleye Capital
446
Walleye Capital
New York
– – – –
Walleye Trading
447
Walleye Trading
New York
– – – –
SFM
448
Soros Fund Management
New York
– – – –
WAM
449
Wolverine Asset Management
Illinois
– – – –
BFM
450
Boothbay Fund Management
New York
– – – –
14 15 16 17
18