We are live on ! Find out more
ILMN icon

Illumina

794 hedge funds and large institutions have $19.6B invested in Illumina in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 324 increasing their positions, 259 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 259

4% less capital invested

Capital invested by funds: $20.5B → $19.6B (-$810M)

8% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 106

1.9% less ownership

Funds ownership: 94.78%92.88% (-1.9%)

2% less funds holding

Funds holding: 810794 (-16)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

45% less call options, than puts

Call options by funds: $188M | Put options by funds: $339M

Holders
794
Holders Change
-16
Holders Change %
-1.98%
% of All Funds
11.44%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
97
Increased
324
Reduced
259
Closed
106
Calls
$188M
Puts
$339M
Net Calls
-$151M
Net Calls Change
-$101M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
351
Commerce Bank
Missouri
$1.25M -$183K -1,365 -13%
Capstone Investment Advisors
352
Capstone Investment Advisors
New York
$1.24M +$309K +2,304 +33%
IMPI
353
Ilmarinen Mutual Pension Insurance
Finland
$1.24M
AWA
354
Arkadios Wealth Advisors
Georgia
$1.23M +$642K +4,790 +109%
Vontobel Holding
355
Vontobel Holding
Switzerland
$1.22M +$141K +1,055 +13%
UM
356
UniSuper Management
Australia
$1.21M +$968K +7,219 +393%
SC
357
Scotia Capital
Ontario, Canada
$1.21M -$812K -6,060 -40%
SCM
358
Suvretta Capital Management
New York
$1.2M
LTAS
359
Linden Thomas Advisory Services
North Carolina
$1.2M -$70.8K -528 -6%
Bessemer Group
360
Bessemer Group
New Jersey
$1.18M +$529K +3,949 +81%
TC
361
TownSquare Capital
Utah
$1.15M +$143K +1,069 +14%
VA
362
Vident Advisory
Georgia
$1.14M +$286K +2,134 +33%
NRD
363
Nebula Research & Development
New York
$1.14M +$1.14M +8,522 New
BMSSC
364
B. Metzler seel. Sohn & Co
Germany
$1.12M
FBC
365
Fairfield, Bush & Co
Connecticut
$1.11M +$65.1K +486 +6%
Wealthfront Advisers
366
Wealthfront Advisers
California
$1.11M +$131K +975 +13%
NMERB
367
New Mexico Educational Retirement Board
New Mexico
$1.09M -$41.3K -308 -4%
Wealth Enhancement Advisory Services
368
Wealth Enhancement Advisory Services
Minnesota
$1.09M -$188K -1,399 -15%
BCI
369
Brinker Capital Investments
Pennsylvania
$1.09M +$103K +767 +10%
OPS
370
Orion Portfolio Solutions
Nebraska
$1.09M +$103K +767 +10%
CAPTRUST Financial Advisors
371
CAPTRUST Financial Advisors
North Carolina
$1.08M -$3.78M -28,223 -78%
GCAC
372
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.07M +$1.24M +9,263 New
Allspring Global Investments
373
Allspring Global Investments
North Carolina
$1.06M -$17.2K -128 -2%
BFO
374
Boston Family Office
Massachusetts
$1.03M +$375K +2,800 +57%
UCFA
375
United Capital Financial Advisors
Texas
$1.02M +$65.4K +488 +7%

ILMN Hedge Fund Activity: Q1 2024 in Review

794 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q1 2024, worth a combined $19.6B — down 4% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of ILMN and 97 opened new positions — a net loss of 9 holders — while 259 trimmed existing stakes and 324 added.

The largest buyer was WCM Investment Management, adding an estimated $445M. The largest seller was Morgan Stanley, cutting an estimated $522M.

  • 794 institutional investors held Illumina (ILMN) as of Q1 2024, down from 810 in Q4 2023.
  • Funds reported $19.6B of Illumina stock for Q1 2024, down 4% quarter-over-quarter.
  • 97 funds opened new Illumina positions in Q1 2024 and 106 closed out, a net change of -9 holders.
  • The largest Illumina buyer in Q1 2024 was WCM Investment Management, an estimated $445M added.
  • The largest Illumina seller in Q1 2024 was Morgan Stanley, an estimated $522M sold.

Based on aggregated 13F filings for Q1 2024.