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Illumina

644 hedge funds and large institutions have $29.4B invested in Illumina in 2017 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 233 increasing their positions, 196 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 42

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

19% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 196

12% more funds holding

Funds holding: 576644 (+68)

9% more capital invested

Capital invested by funds: $26.9B → $29.4B (+$2.43B)

0.43% less ownership

Funds ownership: 95.16%94.72% (-0.43%)

9% less call options, than puts

Call options by funds: $303M | Put options by funds: $334M

Holders
644
Holders Change
+68
Holders Change %
+11.81%
% of All Funds
14.61%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
114
Increased
233
Reduced
196
Closed
42
Calls
$303M
Puts
$334M
Net Calls
-$30.7M
Net Calls Change
+$80.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
526
Gemmer Asset Management
California
$150K
PAM
527
Paradigm Asset Management
New York
$131K -$74.1K -360 -37%
AWMS
528
Advocacy Wealth Management Services
Georgia
$131K
SWP
529
Stratos Wealth Partners
Ohio
$130K +$126K +614 New
RWA
530
Ropes Wealth Advisors
Massachusetts
$128K
CIBC Private Wealth Group
531
CIBC Private Wealth Group
Georgia
$127K +$122K +595 New
APA
532
American Portfolios Advisors
New York
$116K +$112K +544 New
FGC
533
Financial Gravity Companies
Texas
$106K +$96.3K +468 New
CII
534
Capital International Inc
California
$104K
M
535
MOTCO
Texas
$104K
GLI
536
Guardian Life Insurance
New York
$103K +$30.5K +148 +44%
WTC
537
WhitTier Trust Company
Nevada
$102K
QCG
538
Quadrant Capital Group
Ohio
$101K +$3.5K +17 +3%
CAW
539
Cornerstone Advisors (Washington)
Washington
$93K -$31.7K -154 -26%
RIA
540
RPG Investment Advisory
California
$89K +$2.06K +10 +2%
BFEC
541
Benjamin F. Edwards & Company
Missouri
$88K +$4.12K +20 +5%
First Eagle Investment Management
542
First Eagle Investment Management
New York
$87K
FQ
543
First Quadrant
California
$87K
RFC
544
Regions Financial Corp
Alabama
$83K +$80.5K +391 New
SPIA
545
Steward Partners Investment Advisory
New York
$82K -$412 -2 -0.5%
CA
546
Calton & Associates
Florida
$81K +$70.8K +344 New
EMG
547
ETF Managers Group
New Jersey
$80K +$10.5K +51 +16%
MGIA
548
Moneta Group Investment Advisors
Missouri
$77K +$74.7K +363 New
ARMC
549
American Research & Management Company
Massachusetts
$76K
JWA
550
JFS Wealth Advisors
Pennsylvania
$76K

ILMN Hedge Fund Activity: Q4 2017 in Review

644 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q4 2017, worth a combined $29.4B — up 9% from $26.9B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new ILMN positions and 42 closed out — a net gain of 72 holders — while 233 added to existing stakes and 196 trimmed.

The largest buyer was Jackson Square Partners, adding an estimated $159M. The largest seller was Capital Research Global Investors, cutting an estimated $113M.

  • 644 institutional investors held Illumina (ILMN) as of Q4 2017, up from 576 in Q3 2017.
  • Funds reported $29.4B of Illumina stock for Q4 2017, up 9% quarter-over-quarter.
  • 114 funds opened new Illumina positions in Q4 2017 and 42 closed out, a net change of +72 holders.
  • The largest Illumina buyer in Q4 2017 was Jackson Square Partners, an estimated $159M added.
  • The largest Illumina seller in Q4 2017 was Capital Research Global Investors, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2017.