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Illumina

889 hedge funds and large institutions have $45B invested in Illumina in 2019 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 313 increasing their positions, 304 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 48

27% more call options, than puts

Call options by funds: $905M | Put options by funds: $715M

8% more funds holding

Funds holding: 820889 (+69)

8% more capital invested

Capital invested by funds: $41.7B → $45B (+$3.37B)

3% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 304

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.83% less ownership

Funds ownership: 95.8%94.97% (-0.83%)

Holders
889
Holders Change
+69
Holders Change %
+8.41%
% of All Funds
17.52%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
131
Increased
313
Reduced
304
Closed
48
Calls
$905M
Puts
$715M
Net Calls
+$191M
Net Calls Change
+$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
601
Integrated Wealth Concepts
Massachusetts
$441K +$16.1K +53 +4%
WP
602
WMS Partners
Maryland
$438K -$2.12K -7 -0.5%
BAM
603
Baldrige Asset Management
Pennsylvania
$434K
SLAM
604
Swiss Life Asset Management
$429K -$62.7K -207 -13%
KIA
605
KCM Investment Advisors
California
$422K -$38.8K -128 -9%
BO
606
BRR OpCo
Ohio
$415K
SPIA
607
Steward Partners Investment Advisory
New York
$415K +$31.8K +105 +9%
Lazard Asset Management
608
Lazard Asset Management
New York
$414K +$166K +549 +74%
CCP
609
Corient Capital Partners
California
$412K +$68.2K +225 +21%
TBA
610
Tower Bridge Advisors
Pennsylvania
$406K
OWP
611
Obermeyer Wealth Partners
Colorado
$402K -$2.12K -7 -0.6%
PP
612
PagnatoKarp Partners
Virginia
$399K +$375K +1,237 New
FWM
613
Foresight Wealth Management
Utah
$395K +$38.2K +126 +11%
CCA
614
Checchi Capital Advisers
California
$392K +$39.4K +130 +12%
HI
615
Horizon Investments
North Carolina
$391K +$125K +412 +51%
RP
616
Riverbridge Partners
Minnesota
$390K -$1.21K -4 -0.3%
WDA
617
Wendell David Associates
New Hampshire
$390K +$31.2K +103 +9%
LJAC
618
L.J. Altfest & Co
New York
$389K +$19.4K +64 +6%
TCM
619
Telos Capital Management
California
$389K +$366K +1,207 New
ASN
620
Advisory Services Network
Georgia
$387K -$1.17M -3,849 -76%
EGM
621
Engineers Gate Manager
New York
$378K +$355K +1,172 New
TPWA
622
TRUE Private Wealth Advisors
Oregon
$376K +$353K +1,166 New
QCG
623
Quadrant Capital Group
Ohio
$369K +$36.1K +119 +11%
LIM
624
Leavell Investment Management
Alabama
$365K
PG
625
Patten Group
Tennessee
$362K -$30.9K -102 -8%

ILMN Hedge Fund Activity: Q4 2019 in Review

889 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q4 2019, worth a combined $45B — up 8.1% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new ILMN positions and 48 closed out — a net gain of 83 holders — while 313 added to existing stakes and 304 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $259M. The largest seller was Viking Global Investors, cutting an estimated $473M.

  • 889 institutional investors held Illumina (ILMN) as of Q4 2019, up from 820 in Q3 2019.
  • Funds reported $45B of Illumina stock for Q4 2019, up 8.1% quarter-over-quarter.
  • 131 funds opened new Illumina positions in Q4 2019 and 48 closed out, a net change of +83 holders.
  • The largest Illumina buyer in Q4 2019 was AllianceBernstein, an estimated $259M added.
  • The largest Illumina seller in Q4 2019 was Viking Global Investors, an estimated $473M sold.

Based on aggregated 13F filings for Q4 2019.