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Illumina

794 hedge funds and large institutions have $19.6B invested in Illumina in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 324 increasing their positions, 259 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 259

4% less capital invested

Capital invested by funds: $20.5B → $19.6B (-$810M)

8% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 106

1.9% less ownership

Funds ownership: 94.78%92.88% (-1.9%)

2% less funds holding

Funds holding: 810794 (-16)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

45% less call options, than puts

Call options by funds: $188M | Put options by funds: $339M

Holders
794
Holders Change
-16
Holders Change %
-1.98%
% of All Funds
11.44%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
97
Increased
324
Reduced
259
Closed
106
Calls
$188M
Puts
$339M
Net Calls
-$151M
Net Calls Change
-$101M
Name Holding Trade Value Shares
Change
Change in
Stake
NSEDCP
551
NJ State Employees Deferred Compensation Plan
New Jersey
$275K
SACTSONJ
552
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$275K
LFA
553
Legacy Financial Advisors
Kentucky
$275K +$22.7K +169 +9%
MYLI
554
Meiji Yasuda Life Insurance
Japan
$274K
VF
555
Virtu Financial
New York
$271K +$272K +2,029 New
GFP
556
Gryphon Financial Partners
Ohio
$270K +$21.4K +160 +9%
WF
557
Welch & Forbes
Massachusetts
$269K
PWG
558
Portside Wealth Group
Utah
$269K +$70K +522 +35%
CCFM
559
Clear Creek Financial Management
Washington
$267K +$34.3K +256 +15%
MSE
560
MUFG Securities EMEA
United Kingdom
$263K
First Manhattan
561
First Manhattan
New York
$261K +$248K +1,849 +1,744%
PP
562
Prudential plc
United Kingdom
$259K -$472K -3,519 -64%
CC
563
Cipher Capital
New York
$255K +$256K +1,908 New
SQA
564
Simon Quick Advisors
New Jersey
$253K +$254K +1,897 New
TAM
565
Trust Asset Management
Texas
$252K
BLAM
566
Bourne Lent Asset Management
New York
$251K
WT
567
Whittier Trust
California
$248K
BCM
568
Bayesian Capital Management
New York
$247K -$1.64M -12,234 -87%
PCS
569
Personal CFO Solutions
New Jersey
$242K +$242K +1,809 New
BWM
570
BlackDiamond Wealth Management
New York
$241K -$2.81K -21 -1%
QIM
571
Quantitative Investment Management
Virginia
$238K +$239K +1,784 New
CCWM
572
Cassaday & Co Wealth Management
Virginia
$236K -$1.88K -14 -0.8%
KFGK
573
Keystone Financial Group (Kentucky)
Kentucky
$236K
AFT
574
Alpha Family Trust
California
$233K
CI
575
Cigna Investments
Connecticut
$231K

ILMN Hedge Fund Activity: Q1 2024 in Review

794 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q1 2024, worth a combined $19.6B — down 4% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of ILMN and 97 opened new positions — a net loss of 9 holders — while 259 trimmed existing stakes and 324 added.

The largest buyer was WCM Investment Management, adding an estimated $445M. The largest seller was Morgan Stanley, cutting an estimated $522M.

  • 794 institutional investors held Illumina (ILMN) as of Q1 2024, down from 810 in Q4 2023.
  • Funds reported $19.6B of Illumina stock for Q1 2024, down 4% quarter-over-quarter.
  • 97 funds opened new Illumina positions in Q1 2024 and 106 closed out, a net change of -9 holders.
  • The largest Illumina buyer in Q1 2024 was WCM Investment Management, an estimated $445M added.
  • The largest Illumina seller in Q1 2024 was Morgan Stanley, an estimated $522M sold.

Based on aggregated 13F filings for Q1 2024.