We are live on ! Find out more
ILMN icon

Illumina

1,066 hedge funds and large institutions have $51.7B invested in Illumina in 2021 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 436 increasing their positions, 341 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 341

10% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 119

1% less funds holding

Funds holding: 1,0721,066 (-6)

6% less call options, than puts

Call options by funds: $634M | Put options by funds: $673M

4.43% less ownership

Funds ownership: 94.31%89.88% (-4.4%)

5% less capital invested

Capital invested by funds: $54.5B → $51.7B (-$2.77B)

19% less funds holding in top 10

Funds holding in top 10: 2621 (-5)

Holders
1,066
Holders Change
-6
Holders Change %
-0.56%
% of All Funds
16.41%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.32%
New
131
Increased
436
Reduced
341
Closed
119
Calls
$634M
Puts
$673M
Net Calls
-$39M
Net Calls Change
+$148M
Name Holding Trade Value Shares
Change
Change in
Stake
NEI
451
Northwest & Ethical Investments
Ontario, Canada
$2.13M +$2.18M +5,757 New
SPC
452
Sigma Planning Corp
Michigan
$2.12M +$8.34K +22 +0.4%
AAP
453
Aristotle Atlantic Partners
Florida
$2.09M
PWS
454
Peloton Wealth Strategists
Indiana
$2.08M +$23.5K +62 +1%
BFM
455
Boston Financial Management
Massachusetts
$2.04M
AIM
456
Achmea Investment Management
Netherlands
$2.02M
ECM
457
Everence Capital Management
Indiana
$2.01M
CAN
458
Cetera Advisor Networks
California
$2M +$303K +799 +17%
EAM
459
Eukles Asset Management
Ohio
$1.99M +$59.9K +158 +3%
SC
460
Sonen Capital
California
$1.96M +$2.01M +5,303 New
S
461
Seeyond
France
$1.96M +$610K +1,609 +44%
GI
462
GAMCO Investors
Connecticut
$1.96M -$32.2K -85 -2%
PAM
463
Panagora Asset Management
Massachusetts
$1.95M -$584K -1,541 -23%
EI
464
Ethic Inc
New York
$1.95M +$160K +422 +9%
RFM
465
Royal Fund Management
Florida
$1.93M +$330K +871 +20%
LPARFS
466
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.92M
IIM
467
Ipswich Investment Management
Massachusetts
$1.9M +$217K +572 +13%
PFO
468
Pathstone Family Office
New Jersey
$1.9M -$101K -266 -5%
SAM
469
Silvercrest Asset Management
New York
$1.9M -$15.5K -41 -0.8%
PAG
470
Private Advisor Group
New Jersey
$1.88M -$1.15M -3,034 -37%
SIA
471
Schechter Investment Advisors
Michigan
$1.85M +$1.89M +4,996 New
GT
472
Greenleaf Trust
Michigan
$1.8M -$135K -357 -7%
ABP
473
Arthur B. Page
$1.8M +$7.58K +20 +0.4%
NIM
474
NuWave Investment Management
New Jersey
$1.79M +$641K +1,691 +54%
TFS
475
Thoroughbred Financial Services
Tennessee
$1.78M +$65.5K +173 +4%

ILMN Hedge Fund Activity: Q4 2021 in Review

1,066 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q4 2021, worth a combined $51.7B — down 5.1% from $54.5B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new ILMN positions and 119 closed out — a net gain of 12 holders — while 436 added to existing stakes and 341 trimmed.

The largest buyer was Edgewood Management, adding an estimated $715M. The largest seller was Capital World Investors, exiting entirely with an estimated $460M sold.

  • 1,066 institutional investors held Illumina (ILMN) as of Q4 2021, down from 1,072 in Q3 2021.
  • Funds reported $51.7B of Illumina stock for Q4 2021, down 5.1% quarter-over-quarter.
  • 131 funds opened new Illumina positions in Q4 2021 and 119 closed out, a net change of +12 holders.
  • The largest Illumina buyer in Q4 2021 was Edgewood Management, an estimated $715M added.
  • The largest Illumina seller in Q4 2021 was Capital World Investors, an estimated $460M sold.

Based on aggregated 13F filings for Q4 2021.