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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
HFM
551
Hartford Financial Management
Connecticut
$74K
NC
552
NewSquare Capital
Pennsylvania
$72K +$69.8K +339 New
SIAS
553
Shine Investment Advisory Services
Colorado
$71K +$6.58K +32 +11%
SLF
554
Sun Life Financial
Ontario, Canada
$70K -$161K -781 -70%
Fifth Third Bancorp
555
Fifth Third Bancorp
Ohio
$69K +$18.5K +90 +38%
TWA
556
TCI Wealth Advisors
Arizona
$68K
BBHC
557
Brown Brothers Harriman & Co
New York
$68K +$66.3K +322 New
NIM
558
NuWave Investment Management
New Jersey
$62K +$59.3K +288 New
EWM
559
Endurance Wealth Management
Rhode Island
$55K +$52.9K +257 New
GWM
560
Geneos Wealth Management
Colorado
$54K
CHP
561
Cable Hill Partners
Oregon
$54K +$21.2K +103 +75%
WAS
562
WESPAC Advisors SoCal
California
$50K +$48.6K +236 New
VCM
563
Vigilant Capital Management
Maine
$49K
SFSIG
564
San Francisco Sentry Investment Group
California
$48K -$1.65K -8 -3%
CPIG
565
Chicago Partners Investment Group
Illinois
$47K
VCM
566
Versant Capital Management
Arizona
$47K
PFBT
567
Parkside Financial Bank & Trust
Missouri
$45K +$1.85K +9 +5%
ECM
568
Exchange Capital Management
Michigan
$44K
MOS
569
MGO One Seven
Ohio
$42K +$40.3K +196 New
FPFS
570
First Personal Financial Services
North Carolina
$40K +$15.4K +75 +68%
TL
571
TrueWealth LLC
Georgia
$40K +$38.3K +186 New
PWM
572
Perigon Wealth Management
California
$39K -$888K -4,317 -96%
IWM
573
IHT Wealth Management
Illinois
$37K +$27K +131 +336%
MAM
574
Magellan Asset Management
Australia
$36K +$11.3K +55 +49%
EA
575
Edge Advisors
Georgia
$35K +$32.9K +160 +2,286%

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.