We are live on ! Find out more
ILMN icon

Illumina

1,066 hedge funds and large institutions have $51.7B invested in Illumina in 2021 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 436 increasing their positions, 341 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 341

10% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 119

1% less funds holding

Funds holding: 1,0721,066 (-6)

6% less call options, than puts

Call options by funds: $634M | Put options by funds: $673M

4.43% less ownership

Funds ownership: 94.31%89.88% (-4.4%)

5% less capital invested

Capital invested by funds: $54.5B → $51.7B (-$2.77B)

19% less funds holding in top 10

Funds holding in top 10: 2621 (-5)

Holders
1,066
Holders Change
-6
Holders Change %
-0.56%
% of All Funds
16.41%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.32%
New
131
Increased
436
Reduced
341
Closed
119
Calls
$634M
Puts
$673M
Net Calls
-$39M
Net Calls Change
+$148M
Name Holding Trade Value Shares
Change
Change in
Stake
EPA
601
Element Pointe Advisors
Florida
$832K -$36K -95 -4%
AIM
602
Aigen Investment Management
New York
$824K +$441K +1,165 +97%
EFM
603
E Fund Management
China
$813K +$50K +132 +6%
RC
604
Roundview Capital
New Jersey
$805K -$9.85K -26 -1%
PP
605
Patten & Patten
Tennessee
$804K -$19.7K -52 -2%
PGFC
606
Peapack-Gladstone Financial Corp
New Jersey
$782K +$65.9K +174 +9%
SWM
607
Segment Wealth Management
Texas
$778K +$7.2K +19 +0.9%
UB
608
UMB Bank
Missouri
$777K +$796K +2,101 New
GFP
609
Gryphon Financial Partners
Ohio
$774K +$72K +190 +10%
LCM
610
LRT Capital Management
Texas
$767K +$785K +2,073 New
RGC
611
Roberts, Glore & Co
Illinois
$766K -$23.5K -62 -3%
BRWM
612
B. Riley Wealth Management
Tennessee
$763K -$32.2K -85 -4%
CFS
613
Capital Financial Services
New York
$763K
LFM
614
Lumina Fund Management
New York
$761K
NSEDCP
615
NJ State Employees Deferred Compensation Plan
New Jersey
$761K
SACTSONJ
616
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$761K
MCS
617
Metatron Capital SICAV
Malta
$761K +$779K +2,056 New
WG
618
Winton Group
United Kingdom
$754K -$3.79K -10 -0.5%
PFWA
619
Paces Ferry Wealth Advisors
Georgia
$751K +$47K +124 +7%
AWM
620
Axxcess Wealth Management
California
$748K +$766K +2,021 New
RJT
621
Raymond James Trust
Florida
$737K +$53.8K +142 +8%
BF
622
BOK Financial
Oklahoma
$732K -$864K -2,280 -54%
BFC
623
Blue Fin Capital
Rhode Island
$727K +$254K +670 +52%
KIA
624
KCM Investment Advisors
California
$726K -$120K -318 -14%
VFA
625
Voya Financial Advisors
Connecticut
$725K +$43.2K +114 +6%

ILMN Hedge Fund Activity: Q4 2021 in Review

1,066 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q4 2021, worth a combined $51.7B — down 5.1% from $54.5B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new ILMN positions and 119 closed out — a net gain of 12 holders — while 436 added to existing stakes and 341 trimmed.

The largest buyer was Edgewood Management, adding an estimated $715M. The largest seller was Capital World Investors, exiting entirely with an estimated $460M sold.

  • 1,066 institutional investors held Illumina (ILMN) as of Q4 2021, down from 1,072 in Q3 2021.
  • Funds reported $51.7B of Illumina stock for Q4 2021, down 5.1% quarter-over-quarter.
  • 131 funds opened new Illumina positions in Q4 2021 and 119 closed out, a net change of +12 holders.
  • The largest Illumina buyer in Q4 2021 was Edgewood Management, an estimated $715M added.
  • The largest Illumina seller in Q4 2021 was Capital World Investors, an estimated $460M sold.

Based on aggregated 13F filings for Q4 2021.