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
MCIA
576
Mountain Capital Investment Advisors
Colorado
$806K -$113K -355 -14%
FC
577
Forte Capital
New York
$804K
RGC
578
Roberts, Glore & Co
Illinois
$804K
RFM
579
Royal Fund Management
Florida
$802K +$158K +497 +29%
CM
580
Castleark Management
Illinois
$796K -$32.8K -103 -4%
EPA
581
Element Pointe Advisors
Florida
$796K -$12.4K -39 -2%
LS
582
Livforsakringsbolaget Skandia
Sweden
$794K +$197K +617 +39%
Mercer Global Advisors
583
Mercer Global Advisors
Colorado
$770K -$170K -532 -20%
CIM
584
CIM Investment Management
Pennsylvania
$768K -$10.5K -33 -2%
CI
585
Conning Inc
Connecticut
$768K -$1.27K -4 -0.2%
IA
586
IndexIQ Advisors
New York
$756K +$311K +977 +87%
MIM
587
Moseley Investment Management
Florida
$750K +$28.1K +88 +4%
AF
588
Advisornet Financial
Minnesota
$749K +$33.8K +106 +5%
NSEDCP
589
NJ State Employees Deferred Compensation Plan
New Jersey
$740K
RG
590
Rikoon Group
New Mexico
$740K
SACTSONJ
591
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$740K
PCC
592
Park Circle Company
Maryland
$740K +$328K +1,028 +100%
CFS
593
Capital Financial Services
New York
$733K +$649K +2,035 New
HVM
594
Harvest Volatility Management
Connecticut
$723K +$641K +2,010 New
WMA
595
Wealth Management Associates
New Jersey
$708K
WIC
596
Whitegate Investment Counselors
New Hampshire
$707K
CC
597
Centiva Capital
New York
$704K -$199K -625 -24%
First Manhattan
598
First Manhattan
New York
$703K +$16.3K +51 +3%
DWA
599
Douglass Winthrop Advisors
New York
$701K -$16.3K -51 -3%
BSB
600
Bangor Savings Bank
Maine
$690K +$51.3K +161 +9%

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.