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Lumentum
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Overview Fund Activity

473 hedge funds and large institutions have $6.34B invested in Lumentum in 2021 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 179 increasing their positions, 129 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-10
Holders Change %
-2.07%
% of All Funds
8.33%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.07%
New
87
Increased
179
Reduced
129
Closed
93
Calls
$211M
Puts
$171M
Net Calls
+$39.7M
Net Calls Change
-$160M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$954M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$289M
3
N
3
Natixis
France
$99.9M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$270M
5
Swedbank
5
Swedbank
Sweden
$63.9M

Top Sellers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$3.95M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$93.4M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$0
4
AIM
4
Anatole Investment Management
Hong Kong
$0
5
HRCM
5
Hood River Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
526
Advisory Services Network
Georgia
– -$149K -1,571 Closed
EMFAT
527
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$141K -1,489 Closed
NIM
528
NuWave Investment Management
New Jersey
– -$137K -1,447 Closed
VAIA
529
Virtus Alternative Investment Advisers
Connecticut
– -$85K -901 Closed
PS
530
Planned Solutions
California
– -$66K -700 Closed
VCG
531
Vantage Consulting Group
Virginia
– -$47K -493 Closed
Acadian Asset Management
532
Acadian Asset Management
Massachusetts
– -$33K -349 Closed
Rockefeller Capital Management
533
Rockefeller Capital Management
New York
– -$29K -308 Closed
FAM
534
Fred Alger Management
New York
– -$21K -217 Closed
CAAS
535
Capital Asset Advisory Services
Michigan
– -$19K -203 Closed
PFGIA
536
Patriot Financial Group Insurance Agency
Massachusetts
– -$16K -170 Closed
PWPS
537
Pinnacle Wealth Planning Services
Ohio
– -$15K -155 Closed
CP
538
Corbenic Partners
Pennsylvania
– -$12K -125 Closed
AA
539
Ancora Advisors
Ohio
– -$9K -100 Closed
AP
540
Arlington Partners
Alabama
– -$6K -65 Closed
TIAM2
541
Tru Independence Asset Management 2
Oregon
– -$6K -62 Closed
ICP
542
Interchange Capital Partners
Pennsylvania
– -$5K -59 Closed
PI
543
PineBridge Investments
New York
– -$5K -55 Closed
RWA
544
Ropes Wealth Advisors
Massachusetts
– -$3K -30 Closed
NSB
545
Norway Savings Bank
Maine
– -$3K -30 Closed
DI
546
Disciplined Investments
Oklahoma
– -$3K -29 Closed
HGWM
547
Harvest Group Wealth Management
Massachusetts
– -$2K -25 Closed
SIAG
548
Safeguard Investment Advisory Group
California
– -$2K -25 Closed
ADL
549
Asset Dedication LLC
California
– -$2K -16 Closed
ONST
550
Old North State Trust
North Carolina
– -$1K -12 Closed
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