We are live on ! Find out more
ILMN icon

Illumina

985 hedge funds and large institutions have $49.6B invested in Illumina in 2020 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 367 increasing their positions, 319 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 71

75% more funds holding in top 10

Funds holding in top 10: 1221 (+9)

20% more capital invested

Capital invested by funds: $41.4B → $49.6B (+$8.24B)

15% more repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 319

10% more funds holding

Funds holding: 898985 (+87)

0.23% more ownership

Funds ownership: 94.08%94.31% (+0.23%)

10% less call options, than puts

Call options by funds: $592M | Put options by funds: $661M

Holders
985
Holders Change
+87
Holders Change %
+9.69%
% of All Funds
17.43%
Holding in Top 10
21
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+75%
% of All Funds
0.37%
New
172
Increased
367
Reduced
319
Closed
71
Calls
$592M
Puts
$661M
Net Calls
-$68.8M
Net Calls Change
+$56M
Name Holding Trade Value Shares
Change
Change in
Stake
FQ
551
First Quadrant
California
$928K -$131K -411 -14%
LFM
552
Lumina Fund Management
New York
$925K
Lido Advisors
553
Lido Advisors
California
$920K -$151K -473 -16%
BTWM
554
Baker Tilly Wealth Management
Wisconsin
$920K +$815K +2,556 New
RIM
555
Redwood Investment Management
Arizona
$917K +$812K +2,548 New
IFWM
556
Institute for Wealth Management
Colorado
$916K -$638 -2 -0.1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
557
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$912K -$83.2K -261 -9%
AWM
558
Avior Wealth Management
Nebraska
$907K +$17.2K +54 +2%
PCM
559
Prelude Capital Management
New York
$871K +$771K +2,420 New
BSW
560
Buckingham Strategic Wealth
Missouri
$865K +$545K +1,711 +247%
FNBT
561
FineMark National Bank & Trust
Florida
$860K +$761K +2,388 New
OAM
562
Optimal Asset Management
California
$855K -$319 -1 -0%
CA
563
Capitolis Advisors
New York
$850K +$752K +2,360 New
IWC
564
Integrated Wealth Concepts
Massachusetts
$847K +$164K +515 +28%
CG
565
Carmignac Gestion
France
$843K +$47.2K +148 +7%
FPS
566
Fieldpoint Private Securities
Connecticut
$843K +$124K +389 +20%
DCM
567
Davidson Capital Management
Texas
$837K +$23.6K +74 +3%
QT
568
Quantbot Technologies
New York
$833K +$738K +2,315 New
WT
569
Whittier Trust
California
$823K -$15.9K -50 -2%
BWM
570
Buckley Wealth Management
Nevada
$814K +$75.5K +237 +12%
GC
571
GFG Capital
Florida
$814K +$459K +1,439 +175%
PP
572
Patten & Patten
Tennessee
$811K +$5.1K +16 +0.7%
GH
573
GAM Holding
Switzerland
$810K -$2.98M -9,350 -81%
AAM
574
Azzad Asset Management
Virginia
$808K +$115K +362 +19%
IG
575
ING Group
Netherlands
$808K +$716K +2,245 New

ILMN Hedge Fund Activity: Q4 2020 in Review

985 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q4 2020, worth a combined $49.6B — up 20% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new ILMN positions and 71 closed out — a net gain of 101 holders — while 367 added to existing stakes and 319 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $691M. The largest seller was Massachusetts Financial Services, cutting an estimated $361M.

  • 985 institutional investors held Illumina (ILMN) as of Q4 2020, up from 898 in Q3 2020.
  • Funds reported $49.6B of Illumina stock for Q4 2020, up 20% quarter-over-quarter.
  • 172 funds opened new Illumina positions in Q4 2020 and 71 closed out, a net change of +101 holders.
  • The largest Illumina buyer in Q4 2020 was Baillie Gifford & Co, an estimated $691M added.
  • The largest Illumina seller in Q4 2020 was Massachusetts Financial Services, an estimated $361M sold.

Based on aggregated 13F filings for Q4 2020.