Lumentum
LITE
466 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, 157 reducing their positions, and 57 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
30% more call options, than puts
Call options by funds: $51.1M | Put options by funds: $39.3M
2.31% more ownership
Funds ownership: 93.89% → 96.2% (+2.3%)
3% less funds holding
Funds holding: 479 → 466 (-13)
10% less repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 157
12% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 57
20% less capital invested
Capital invested by funds: $6.6B → $5.27B (-$1.33B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$73.7M |
| 2 |
Holocene Advisors
New York
|
+$25.5M |
| 3 |
CIM
Chiron Investment Management
New York
|
+$21.1M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$20.3M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$68.4M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
-$64.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$32.1M |
| 4 |
BlackRock
New York
|
-$23.6M |
| 5 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$23M |
LITE Hedge Fund Activity: Q2 2022 in Review
466 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q2 2022, worth a combined $5.27B — down 20% from $6.6B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of LITE and 50 opened new positions — a net loss of 7 holders — while 157 trimmed existing stakes and 141 added.
The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $73.7M. The largest seller was Wellington Management Group, cutting an estimated $68.4M.
- 466 institutional investors held Lumentum (LITE) as of Q2 2022, down from 479 in Q1 2022.
- Funds reported $5.27B of Lumentum stock for Q2 2022, down 20% quarter-over-quarter.
- 50 funds opened new Lumentum positions in Q2 2022 and 57 closed out, a net change of -7 holders.
- The largest Lumentum buyer in Q2 2022 was Whale Rock Capital Management, an estimated $73.7M added.
- The largest Lumentum seller in Q2 2022 was Wellington Management Group, an estimated $68.4M sold.
Based on aggregated 13F filings for Q2 2022.