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Illumina

773 hedge funds and large institutions have $14.7B invested in Illumina in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 242 increasing their positions, 401 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 794773 (-21)

4.65% less ownership

Funds ownership: 92.88%88.23% (-4.6%)

10% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 118

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

25% less capital invested

Capital invested by funds: $19.6B → $14.7B (-$4.96B)

30% less call options, than puts

Call options by funds: $171M | Put options by funds: $243M

40% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 401

Holders
773
Holders Change
-21
Holders Change %
-2.64%
% of All Funds
11.16%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
106
Increased
242
Reduced
401
Closed
118
Calls
$171M
Puts
$243M
Net Calls
-$72.7M
Net Calls Change
+$78.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
501
Curi RMB Capital
Illinois
$319K -$10.2K -91 -3%
HWM
502
HB Wealth Management
Georgia
$318K +$55.6K +496 +19%
TCM
503
Teza Capital Management
Illinois
$316K +$39.7K +354 +13%
RA
504
RFG Advisory
Alabama
$315K -$38.3K -341 -10%
CK
505
Cohen Klingenstein
New York
$313K -$9.42K -84 -3%
BCM
506
Bluefin Capital Management
New York
$313K +$337K +3,000 New
IIM
507
INTECH Investment Management
Florida
$313K +$336K +2,999 New
LIP
508
Liontrust Investment Partners
United Kingdom
$312K -$66.8M -595,702 -100%
LCM
509
Landscape Capital Management
New Jersey
$312K -$144K -1,282 -30%
FIM
510
Freedom Investment Management
Connecticut
$311K +$75.5K +673 +29%
GIA
511
Gladstone Institutional Advisory
Florida
$308K +$8.08K +72 +3%
VCA
512
Verdence Capital Advisors
Maryland
$307K -$15.9K -142 -5%
CWA
513
Canvas Wealth Advisors
Kansas
$306K +$281K +2,501 New
IWC
514
Integrated Wealth Concepts
Massachusetts
$298K -$18.7K -167 -6%
IFU
515
iSAM Funds (UK)
United Kingdom
$297K +$319K +2,846 New
JWBC
516
John W. Bristol & Co
New York
$295K -$334K -2,974 -51%
MMC
517
Mizuho Markets Cayman
Cayman Islands
$294K -$229K -2,042 -42%
TAM
518
Trillium Asset Management
Massachusetts
$293K +$314K +2,803 New
OAM
519
Oxford Asset Management
United Kingdom
$293K +$315K +2,806 New
CG
520
Caprock Group
Idaho
$292K -$83.7K -746 -21%
RSWM
521
Robertson Stephens Wealth Management
California
$292K -$4.71K -42 -1%
SPC
522
Sigma Planning Corp
Michigan
$291K -$24.6K -219 -7%
HBT
523
Hills Bank & Trust
Iowa
$289K -$159K -1,413 -34%
GAM
524
Groupama Asset Management
France
$289K -$202K -1,799 -39%
CFP
525
Cascade Financial Partners
California
$285K -$8.64K -77 -3%

ILMN Hedge Fund Activity: Q2 2024 in Review

773 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q2 2024, worth a combined $14.7B — down 25% from $19.6B a quarter earlier.

Sellers outnumbered buyers: 118 funds closed out of ILMN and 106 opened new positions — a net loss of 12 holders — while 401 trimmed existing stakes and 242 added.

The largest buyer was BlackRock, adding an estimated $435M. The largest seller was Edgewood Management, cutting an estimated $764M.

  • 773 institutional investors held Illumina (ILMN) as of Q2 2024, down from 794 in Q1 2024.
  • Funds reported $14.7B of Illumina stock for Q2 2024, down 25% quarter-over-quarter.
  • 106 funds opened new Illumina positions in Q2 2024 and 118 closed out, a net change of -12 holders.
  • The largest Illumina buyer in Q2 2024 was BlackRock, an estimated $435M added.
  • The largest Illumina seller in Q2 2024 was Edgewood Management, an estimated $764M sold.

Based on aggregated 13F filings for Q2 2024.