We are live on ! Find out more
ILMN icon

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
CTA
576
Carillon Tower Advisers
Florida
$33.8K +$32.7M +158,802 New
LJHT
577
Laurie J. Hall Trustee
$33K
SQA
578
Simon Quick Advisors
New Jersey
$32K -$1.24M -6,028 -98%
KA
579
Kaizen Advisory
Illinois
$31K +$29.8K +145 New
PMFA
580
Plante Moran Financial Advisors
Michigan
$31K +$29.8K +145 New
HNB
581
Huntington National Bank
Ohio
$29K -$7.41K -36 -21%
SIC
582
Salem Investment Counselors
North Carolina
$26K
TRCT
583
Tower Research Capital (TRC)
New York
$24K -$111K -539 -82%
NSIM
584
North Star Investment Management
Illinois
$22K
WAS
585
Winch Advisory Services
Wisconsin
$22K
TCM
586
Tradewinds Capital Management
Washington
$22K +$412 +2 +2%
JFGIW
587
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K
AssetMark Inc
588
AssetMark Inc
California
$21K +$15K +73 +270%
AIL
589
AGF Investments LLC
Ontario, Canada
$21K +$19.5K +95 New
GFP
590
Gryphon Financial Partners
Ohio
$19K +$18.3K +89 New
GEA
591
Glen Eagle Advisors
New Jersey
$16.6K
CBOA
592
Commonwealth Bank of Australia
Australia
$16K -$617 -3 -4%
CJA
593
C-J Advisory
California
$16K -$206 -1 -1%
AWA
594
Acorn Wealth Advisors
Michigan
$15K +$13.8K +67 New
EARNEST Partners
595
EARNEST Partners
Georgia
$15K +$14.4K +70 New
OIA
596
OneDigital Investment Advisors
Kansas
$14K
PAI
597
Pittenger & Anderson Inc
Nebraska
$14K
BL
598
Balentine LLC
Georgia
$13K
HL
599
Harding Loevner
New Jersey
$13K +$12.8K +62 New
BWA
600
BDO Wealth Advisors
Florida
$11K

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.