Lumentum
LITE
382 hedge funds and large institutions have $5.67B invested in Lumentum in 2019 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 117 increasing their positions, 114 reducing their positions, and 42 closing their positions.
105% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 42
63% more funds holding in top 10
Funds holding in top 10: 8 → 13 (+5)
50% more capital invested
Capital invested by funds: $3.79B → $5.67B (+$1.88B)
16% more call options, than puts
Call options by funds: $99.5M | Put options by funds: $85.6M
11% more funds holding
Funds holding: 344 → 382 (+38)
3% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 114
0.61% more ownership
Funds ownership: 92.06% → 92.67% (+0.61%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$222M |
| 2 |
Renaissance Technologies
New York
|
+$112M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$41.9M |
| 4 |
MWNA
Marshall Wace North America
New York
|
+$29M |
| 5 |
Goldman Sachs
New York
|
+$22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$226M |
| 2 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
-$33.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.7M |
| 4 |
Neuberger Berman Group
New York
|
-$27.9M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$25.5M |
LITE Hedge Fund Activity: Q4 2019 in Review
382 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q4 2019, worth a combined $5.67B — up 50% from $3.79B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new LITE positions and 42 closed out — a net gain of 44 holders — while 117 added to existing stakes and 114 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $222M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $226M sold.
- 382 institutional investors held Lumentum (LITE) as of Q4 2019, up from 344 in Q3 2019.
- Funds reported $5.67B of Lumentum stock for Q4 2019, up 50% quarter-over-quarter.
- 86 funds opened new Lumentum positions in Q4 2019 and 42 closed out, a net change of +44 holders.
- The largest Lumentum buyer in Q4 2019 was Wellington Management Group, an estimated $222M added.
- The largest Lumentum seller in Q4 2019 was Capital Research Global Investors, an estimated $226M sold.
Based on aggregated 13F filings for Q4 2019.