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Lumentum
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Overview Fund Activity

428 hedge funds and large institutions have $3.23B invested in Lumentum in 2022 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 112 increasing their positions, 169 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-14
Holders Change %
-3.17%
% of All Funds
6.91%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
71
Increased
112
Reduced
169
Closed
75
Calls
$47.4M
Puts
$59.7M
Net Calls
-$12.3M
Net Calls Change
-$15.5M

Top Buyers

1
Swedbank
1
Swedbank
Sweden
$104M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$107M
3
BlackRock
3
BlackRock
New York
$349M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$26.3M
5
Millennium Management
5
Millennium Management
New York
$62.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$266M
2
Axa
2
Axa
France
$0
3
Holocene Advisors
3
Holocene Advisors
New York
$2.74M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ESCM
451
Echo Street Capital Management
New York
– -$473K -6,891 Closed
Mercer Global Advisors
452
Mercer Global Advisors
Colorado
– -$427K -6,220 Closed
CIM
453
Chiron Investment Management
New York
– -$343K -5,002 Closed
PCH
454
Polar Capital Holdings
United Kingdom
– -$314 -4,586 Closed
PCM
455
Prelude Capital Management
New York
– -$307K -4,482 Closed
OSAM
456
O'Shaughnessy Asset Management
Connecticut
– -$304K -4,440 Closed
MM
457
MQS Management
New York
– -$283K -4,122 Closed
FWIA
458
Fort Washington Investment Advisors
Ohio
– -$281K -4,092 Closed
KCM
459
KRS Capital Management
Michigan
– -$272K -3,974 Closed
IWM
460
IHT Wealth Management
Illinois
– -$267K -3,890 Closed
RWM
461
Ritholtz Wealth Management
New York
– -$267K -3,888 Closed
SCM
462
Shelton Capital Management
Colorado
– -$248K -3,621 Closed
TFS
463
Thoroughbred Financial Services
Tennessee
– -$247K -3,608 Closed
URS
464
Utah Retirement Systems
Utah
– -$247K -3,600 Closed
VPIM
465
Vanguard Personalized Indexing Management
California
– -$234K -3,407 Closed
AT
466
American Trust
Kentucky
– -$229K -3,333 Closed
KA
467
Kovack Advisors
Florida
– -$227K -3,317 Closed
Baird Financial Group
468
Baird Financial Group
Wisconsin
– -$221K -3,235 Closed
Creative Planning
469
Creative Planning
Kansas
– -$207K -3,021 Closed
CIBC Asset Management
470
CIBC Asset Management
Ontario, Canada
– -$203K -2,959 Closed
SI
471
Stephens Inc
Arkansas
– -$202K -2,953 Closed
FB
472
Fulton Bank
Pennsylvania
– -$203K -2,952 Closed
Wolverine Trading
473
Wolverine Trading
Illinois
– -$204K -2,933 Closed
OCM
474
Orion Capital Management
California
– -$129K -1,880 Closed
PHK
475
Point72 Hong Kong
Hong Kong
– -$109K -1,593 Closed
16 17 18
19
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