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Illumina

644 hedge funds and large institutions have $29.4B invested in Illumina in 2017 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 233 increasing their positions, 196 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 42

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

19% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 196

12% more funds holding

Funds holding: 576644 (+68)

9% more capital invested

Capital invested by funds: $26.9B → $29.4B (+$2.43B)

0.43% less ownership

Funds ownership: 95.16%94.72% (-0.43%)

9% less call options, than puts

Call options by funds: $303M | Put options by funds: $334M

Holders
644
Holders Change
+68
Holders Change %
+11.81%
% of All Funds
14.61%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
114
Increased
233
Reduced
196
Closed
42
Calls
$303M
Puts
$334M
Net Calls
-$30.7M
Net Calls Change
+$80.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
451
Majedie Asset Management
United Kingdom
$408K
EAMA
452
EFG Asset Management (Americas)
Florida
$401K +$388K +1,885 New
SSWM
453
Smith Salley Wealth Management
North Carolina
$393K -$32.9K -160 -8%
AG
454
Advisor Group
Arizona
$393K +$24.9K +121 +7%
RIM
455
Rampart Investment Management
Connecticut
$392K -$42.4K -206 -10%
RG
456
Rathbones Group
United Kingdom
$392K
CAM
457
Cypress Asset Management
Texas
$390K +$21.2K +103 +6%
LNWWM
458
Laird Norton Wetherby Wealth Management
California
$374K -$19.1K -93 -5%
Mariner
459
Mariner
Kansas
$374K +$5.14K +25 +1%
AAM
460
Azzad Asset Management
Virginia
$366K -$50K -243 -12%
IFWM
461
Institute for Wealth Management
Colorado
$362K +$350K +1,701 New
RCM
462
Riverhead Capital Management
Delaware
$359K +$4.53K +22 +1%
LOAME
463
Lombard Odier Asset Management (Europe)
United Kingdom
$354K -$29K -141 -8%
NL
464
NVWM LLC
Pennsylvania
$353K +$342K +1,660 New
BDS
465
Banco de Sabadell
Florida
$349K +$338K +1,645 New
MML Investors Services
466
MML Investors Services
Massachusetts
$347K +$81.1K +394 +32%
MC
467
Marcus Capital
Illinois
$339K -$1.06M -5,166 -76%
OMCS
468
Old Mutual Customised Solutions
South Africa
$336K
CB
469
Commerce Bank
Missouri
$331K -$2.67K -13 -0.8%
BUB
470
BBVA USA Bancshares
Texas
$329K -$39.9K -194 -11%
ACM
471
Ashford Capital Management
Delaware
$328K -$21.2K -103 -6%
EB
472
Eastern Bank
Massachusetts
$328K
BCM
473
Brasada Capital Management
Texas
$328K +$317K +1,542 New
SEC
474
Seven Eight Capital
New York
$326K -$4.61M -22,420 -94%
TC
475
Telemus Capital
Michigan
$321K

ILMN Hedge Fund Activity: Q4 2017 in Review

644 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q4 2017, worth a combined $29.4B — up 9% from $26.9B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new ILMN positions and 42 closed out — a net gain of 72 holders — while 233 added to existing stakes and 196 trimmed.

The largest buyer was Jackson Square Partners, adding an estimated $159M. The largest seller was Capital Research Global Investors, cutting an estimated $113M.

  • 644 institutional investors held Illumina (ILMN) as of Q4 2017, up from 576 in Q3 2017.
  • Funds reported $29.4B of Illumina stock for Q4 2017, up 9% quarter-over-quarter.
  • 114 funds opened new Illumina positions in Q4 2017 and 42 closed out, a net change of +72 holders.
  • The largest Illumina buyer in Q4 2017 was Jackson Square Partners, an estimated $159M added.
  • The largest Illumina seller in Q4 2017 was Capital Research Global Investors, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2017.