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Illumina

805 hedge funds and large institutions have $18.6B invested in Illumina in 2024 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 283 increasing their positions, 273 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

36% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 100

27% more capital invested

Capital invested by funds: $14.7B → $18.6B (+$3.92B)

4% more funds holding

Funds holding: 773805 (+32)

1.32% more ownership

Funds ownership: 88.23%89.54% (+1.3%)

4% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 273

12% less call options, than puts

Call options by funds: $174M | Put options by funds: $197M

Holders
805
Holders Change
+32
Holders Change %
+4.14%
% of All Funds
11.56%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.2%
New
136
Increased
283
Reduced
273
Closed
100
Calls
$174M
Puts
$197M
Net Calls
-$23.2M
Net Calls Change
+$49.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BPCE
501
Bank Pictet & Cie (Europe)
Germany
$383K +$362K +2,937 New
AWS
502
Atria Wealth Solutions
New York
$382K -$18.1K -147 -5%
GI
503
GAMMA Investing
California
$381K +$85.4K +692 +31%
CG
504
Caprock Group
Idaho
$376K +$10.2K +83 +3%
BBL
505
Beck Bode LLC
Massachusetts
$375K +$355K +2,876 New
Lido Advisors
506
Lido Advisors
California
$374K -$34K -276 -9%
CC
507
Centiva Capital
New York
$372K -$2.02M -16,372 -85%
Westfield Capital Management
508
Westfield Capital Management
Massachusetts
$370K +$350K +2,836 New
JWBC
509
John W. Bristol & Co
New York
$368K
RSWM
510
Robertson Stephens Wealth Management
California
$367K +$2.59K +21 +0.8%
ATS
511
Ashton Thomas Securities
New York
$365K +$28.1K +228 +9%
NP
512
NorthRock Partners
Minnesota
$362K +$343K +2,778 New
FDCDDQ
513
Federation des caisses Desjardins du Quebec
Quebec, Canada
$361K +$72.5K +588 +27%
CA
514
Carson Advisory
Georgia
$360K +$12.6K +102 +4%
FIM
515
Freedom Investment Management
Connecticut
$359K -$27.9K -226 -8%
HWM
516
HB Wealth Management
Georgia
$358K -$37K -300 -10%
BTWM
517
Baker Tilly Wealth Management
Wisconsin
$353K +$55.3K +448 +20%
GCP
518
GSA Capital Partners
United Kingdom
$351K -$378K -3,063 -53%
FTDI
519
First Trust Direct Indexing
Massachusetts
$350K +$63.2K +512 +24%
RGC
520
Roberts, Glore & Co
Illinois
$348K
IFWM
521
Institute for Wealth Management
Colorado
$348K -$7.4K -60 -2%
ADBIC
522
A.D. Beadell Investment Counsel
Wisconsin
$346K -$2.47K -20 -0.7%
VWM
523
Venturi Wealth Management
Texas
$346K +$52.1K +422 +19%
TAM
524
Trillium Asset Management
Massachusetts
$343K -$21.6K -175 -6%
GAA
525
Green Alpha Advisors
Colorado
$335K +$25.7K +208 +9%

ILMN Hedge Fund Activity: Q3 2024 in Review

805 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q3 2024, worth a combined $18.6B — up 27% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new ILMN positions and 100 closed out — a net gain of 36 holders — while 283 added to existing stakes and 273 trimmed.

The largest buyer was Ameriprise, adding an estimated $189M. The largest seller was Baillie Gifford & Co, cutting an estimated $245M.

  • 805 institutional investors held Illumina (ILMN) as of Q3 2024, up from 773 in Q2 2024.
  • Funds reported $18.6B of Illumina stock for Q3 2024, up 27% quarter-over-quarter.
  • 136 funds opened new Illumina positions in Q3 2024 and 100 closed out, a net change of +36 holders.
  • The largest Illumina buyer in Q3 2024 was Ameriprise, an estimated $189M added.
  • The largest Illumina seller in Q3 2024 was Baillie Gifford & Co, an estimated $245M sold.

Based on aggregated 13F filings for Q3 2024.