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
HZ
476
Hixon Zuercher
Ohio
$1.77M +$59.9K +158 +3%
WAM
477
Weiss Asset Management
Massachusetts
$1.77M +$1.81M +4,790 New
ACP
478
Ashfield Capital Partners
California
$1.75M -$297K -785 -14%
LAI
479
Legal Advantage Investments
California
$1.72M -$31.1K -82 -2%
Cetera Investment Advisers
480
Cetera Investment Advisers
Illinois
$1.71M +$540K +1,426 +44%
MML Investors Services
481
MML Investors Services
Massachusetts
$1.7M +$218K +575 +14%
MWVC
482
Morgens Waterfall Vintiadis & Co
New York
$1.67M
SPIA
483
Steward Partners Investment Advisory
New York
$1.67M +$232K +612 +16%
SW
484
SkyOak Wealth
Michigan
$1.67M -$149K -394 -8%
CG
485
Colony Group
Massachusetts
$1.65M +$196K +518 +13%
BA
486
Bristlecone Advisors
Washington
$1.64M +$53K +140 +3%
KRSITF
487
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.63M +$152K +401 +10%
GCAC
488
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.6M +$318K +838 +27%
GAM
489
Gotham Asset Management
New York
$1.59M -$4.68M -12,362 -74%
BHA
490
Beech Hill Advisors
New York
$1.59M +$25K +66 +2%
WC
491
Weil Company
California
$1.58M +$19.3K +51 +1%
1IA
492
1834 Investment Advisors
Wisconsin
$1.57M -$493K -1,302 -23%
PCIA
493
Prime Capital Investment Advisors
Kansas
$1.57M +$201K +530 +14%
BFIC
494
Bedell Frazier Investment Counselling
California
$1.56M +$244K +644 +18%
AWA
495
Arkadios Wealth Advisors
Georgia
$1.56M +$1.37M +3,623 +623%
CC
496
Centiva Capital
New York
$1.55M -$423K -1,116 -21%
MFAM
497
Motley Fool Asset Management
Virginia
$1.54M +$69.7K +184 +5%
PWM
498
Perigon Wealth Management
California
$1.52M +$271K +715 +21%
Wealthfront Advisers
499
Wealthfront Advisers
California
$1.51M -$216K -569 -12%
SAM
500
Sectoral Asset Management
Quebec, Canada
$1.51M

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.