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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
TCA
476
Transcend Capital Advisors
New Jersey
$460K +$462K +3,444 New
EF
477
Empowered Funds
Pennsylvania
$459K +$97.6K +728 +27%
CCM
478
Coldstream Capital Management
Washington
$458K +$96.5K +720 +27%
SFI
479
Siemens Fonds Invest
Germany
$456K -$8.98K -67 -2%
PD
480
Point72 (DIFC)
United Arab Emirates
$452K +$453K +3,383 New
SW
481
SVB Wealth
Massachusetts
$450K +$28.8K +215 +7%
RA
482
RFG Advisory
Alabama
$449K
VI
483
Vestcor Inc
New Brunswick, Canada
$438K -$4.42K -33 -1%
LJHT
484
Laurie J. Hall Trustee
$431K +$670 +5 +0.2%
PIM
485
Plato Investment Management
Australia
$428K +$414K +3,089 +2,618%
WI
486
Wahed Invest
New York
$426K +$56.3K +420 +15%
MYAM
487
Meiji Yasuda Asset Management
Japan
$422K +$67.6K +504 +19%
Janney Montgomery Scott
488
Janney Montgomery Scott
Pennsylvania
$422K +$124K +925 +41%
CRC
489
Curi RMB Capital
Illinois
$421K +$19.2K +143 +5%
HT
490
Headlands Technologies
Illinois
$418K -$1.03M -7,675 -71%
BA
491
Bridgewater Associates
Connecticut
$412K -$323K -2,407 -44%
CK
492
Cohen Klingenstein
New York
$412K
VCA
493
Verdence Capital Advisors
Maryland
$411K +$413K +3,080 New
TPW
494
Transatlantique Private Wealth
New York
$410K +$411K +3,069 New
BL
495
Balentine LLC
Georgia
$406K +$85.4K +637 +27%
IWC
496
Integrated Wealth Concepts
Massachusetts
$404K -$402 -3 -0.1%
SPC
497
Sigma Planning Corp
Michigan
$402K +$403K +3,010 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
498
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$399K -$20.5M -153,267 -98%
KPWS
499
Kestra Private Wealth Services
Texas
$398K -$4.29K -32 -1%
EFM
500
E Fund Management
China
$395K -$2.28K -17 -0.6%

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.