Lumentum
LITE
427 hedge funds and large institutions have $5.19B invested in Lumentum in 2020 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 124 increasing their positions, 158 reducing their positions, and 82 closing their positions.
8% more call options, than puts
Call options by funds: $106M | Put options by funds: $97.9M
3.03% less ownership
Funds ownership: 94.44% → 91.41% (-3%)
3% less funds holding
Funds holding: 442 → 427 (-15)
10% less capital invested
Capital invested by funds: $5.76B → $5.19B (-$571M)
16% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 82
22% less repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 158
50% less funds holding in top 10
Funds holding in top 10: 14 → 7 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$69.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$62.7M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$43.4M |
| 4 |
WP
Woodline Partners
San Francisco,
California
|
+$33.1M |
| 5 |
SHCM
Shelter Haven Capital Management
Summit,
New Jersey
|
+$31.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$80.9M |
| 2 |
Renaissance Technologies
New York
|
-$62.4M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$52.2M |
| 4 |
PC
Polar Capital
London,
United Kingdom
|
-$41.6M |
| 5 |
Holocene Advisors
New York
|
-$37.7M |
LITE Hedge Fund Activity: Q3 2020 in Review
427 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q3 2020, worth a combined $5.19B — down 9.9% from $5.76B a quarter earlier.
Sellers outnumbered buyers: 82 funds closed out of LITE and 69 opened new positions — a net loss of 13 holders — while 158 trimmed existing stakes and 124 added.
The largest buyer was Neuberger Berman Group, adding an estimated $69.9M. The largest seller was Wellington Management Group, cutting an estimated $80.9M.
- 427 institutional investors held Lumentum (LITE) as of Q3 2020, down from 442 in Q2 2020.
- Funds reported $5.19B of Lumentum stock for Q3 2020, down 9.9% quarter-over-quarter.
- 69 funds opened new Lumentum positions in Q3 2020 and 82 closed out, a net change of -13 holders.
- The largest Lumentum buyer in Q3 2020 was Neuberger Berman Group, an estimated $69.9M added.
- The largest Lumentum seller in Q3 2020 was Wellington Management Group, an estimated $80.9M sold.
Based on aggregated 13F filings for Q3 2020.