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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
MPWT
601
MassMutual Private Wealth & Trust
Connecticut
$10.3K
PCP
602
Proficio Capital Partners
Massachusetts
$10K -$5.97K -29 -39%
LA
603
Legacy Advisors
Pennsylvania
$10K
VFA
604
Valeo Financial Advisors
Indiana
$10K
MAM
605
Meeder Asset Management
Ohio
$10K +$9.26K +45 New
PFA
606
Pathway Financial Advisors
Vermont
$10K +$9.67K +47 New
FDCDDQ
607
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.18K
WA
608
Waverly Advisors
Alabama
$9K +$8.44K +41 New
FANJ
609
Financial Architects (New Jersey)
New Jersey
$8K -$74.1K -360 -91%
CCM
610
Cribstone Capital Management
Maine
$8K
AWM
611
Avondale Wealth Management
Texas
$8K +$7.41K +36 New
VIA
612
Vantage Investment Advisors
Pennsylvania
$8K +$7.82K +38 New
AMCA
613
Arthur M. Cohen & Associates
Illinois
$7.38K +$3.09M +14,999 New
IWP
614
Icon Wealth Partners
Texas
$7K +$7K +34 New
GWS
615
Glassman Wealth Services
Virginia
$6K +$617 +3 +12%
TG
616
TLP Group
Illinois
$6K +$823 +4 +15%
BBA
617
Braun-Bostich & Associates
Pennsylvania
$6K +$5.97K +29 New
OC
618
Oakworth Capital
Alabama
$5K
Lazard Asset Management
619
Lazard Asset Management
New York
$5K +$4.94K +24 New
LFA
620
Legacy Financial Advisors
Kentucky
$5K +$5.14K +25 New
Carson Wealth (CWM LLC)
621
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.91K +19 New
ST
622
Smithfield Trust
Pennsylvania
$4K +$4.32K +21 New
Walleye Trading
623
Walleye Trading
New York
$3.65K +$1.9M +9,213 +115%
WPA
624
West Paces Advisors
Georgia
$3.5K
CTC
625
Central Trust Company
Missouri
$3K

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.