We are live on ! Find out more
ILMN icon

Illumina

1,066 hedge funds and large institutions have $51.7B invested in Illumina in 2021 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 436 increasing their positions, 341 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 341

10% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 119

1% less funds holding

Funds holding: 1,0721,066 (-6)

6% less call options, than puts

Call options by funds: $634M | Put options by funds: $673M

4.43% less ownership

Funds ownership: 94.31%89.88% (-4.4%)

5% less capital invested

Capital invested by funds: $54.5B → $51.7B (-$2.77B)

19% less funds holding in top 10

Funds holding in top 10: 2621 (-5)

Holders
1,066
Holders Change
-6
Holders Change %
-0.56%
% of All Funds
16.41%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.32%
New
131
Increased
436
Reduced
341
Closed
119
Calls
$634M
Puts
$673M
Net Calls
-$39M
Net Calls Change
+$148M
Name Holding Trade Value Shares
Change
Change in
Stake
BB
551
Bell Bank
North Dakota
$1.11M +$40.2K +106 +4%
LNWWM
552
Laird Norton Wetherby Wealth Management
California
$1.1M +$27.3K +72 +2%
VF
553
Virtu Financial
New York
$1.09M -$703K -1,855 -39%
GKWIM
554
Gerber Kawasaki Wealth & Investment Management
California
$1.08M -$80.7K -213 -7%
CIA
555
Choate Investment Advisors
Massachusetts
$1.08M +$12.5K +33 +1%
IA
556
IndexIQ Advisors
New York
$1.07M +$115K +304 +12%
AP
557
Appleton Partners
Massachusetts
$1.07M -$287K -758 -21%
SB
558
Simmons Bank
Arkansas
$1.05M +$55.7K +147 +5%
RC
559
RegentAtlantic Capital
New Jersey
$1.05M -$199K -524 -16%
TC
560
Telemus Capital
Michigan
$1.05M -$15.2K -40 -1%
VPIM
561
Vanguard Personalized Indexing Management
California
$1.05M -$57.6K -152 -5%
MCIA
562
Mountain Capital Investment Advisors
Colorado
$1.04M +$149K +392 +18%
HCM
563
Howland Capital Management
Massachusetts
$1.03M
LB
564
Legacy Bridge
Iowa
$1.03M
CAM
565
Covenant Asset Management
New Jersey
$1.03M
CCG
566
Ceeto Capital Group
Florida
$1.03M +$117K +309 +13%
BWAM
567
Boyd Watterson Asset Management
Ohio
$1.01M +$23.1K +61 +2%
IWC
568
Integrated Wealth Concepts
Massachusetts
$1M -$21.6K -57 -2%
MC
569
Middleton & Co
Massachusetts
$999K -$29.2K -77 -3%
AAM
570
Azzad Asset Management
Virginia
$981K +$217K +574 +28%
MCM
571
Marathon Capital Management
Maryland
$959K -$236K -623 -19%
SAMU
572
SONA Asset Management (US)
New York
$959K +$982K +2,591 New
EF
573
Empirical Finance
Pennsylvania
$956K +$265K +700 +37%
BA
574
Bridgewater Associates
Connecticut
$949K -$1.25M -3,301 -56%
WF
575
Welch & Forbes
Massachusetts
$940K +$39K +103 +4%

ILMN Hedge Fund Activity: Q4 2021 in Review

1,066 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q4 2021, worth a combined $51.7B — down 5.1% from $54.5B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new ILMN positions and 119 closed out — a net gain of 12 holders — while 436 added to existing stakes and 341 trimmed.

The largest buyer was Edgewood Management, adding an estimated $715M. The largest seller was Capital World Investors, exiting entirely with an estimated $460M sold.

  • 1,066 institutional investors held Illumina (ILMN) as of Q4 2021, down from 1,072 in Q3 2021.
  • Funds reported $51.7B of Illumina stock for Q4 2021, down 5.1% quarter-over-quarter.
  • 131 funds opened new Illumina positions in Q4 2021 and 119 closed out, a net change of +12 holders.
  • The largest Illumina buyer in Q4 2021 was Edgewood Management, an estimated $715M added.
  • The largest Illumina seller in Q4 2021 was Capital World Investors, an estimated $460M sold.

Based on aggregated 13F filings for Q4 2021.