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Illumina
ILMN

Overview Fund Activity

889 hedge funds and large institutions have $27.6B invested in Illumina in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 324 increasing their positions, 326 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
-51
Holders Change %
-5.43%
% of All Funds
14.02%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.17%
New
82
Increased
324
Reduced
326
Closed
128
Calls
$325M
Puts
$297M
Net Calls
+$27.9M
Net Calls Change
-$169M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$530M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$459M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$268M
4
BlackRock
BlackRock
New York
+$174M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$149M

Top Sellers

1
HL
Harding Loevner
New Jersey
-$253M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$206M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$126M
4
SP
Sarasin & Partners
United Kingdom
-$115M
5
Citadel Advisors
Citadel Advisors
Florida
-$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
601
Ropes Wealth Advisors
Massachusetts
$290K +$8.39K +46 +3%
MNBTD
602
Moody National Bank Trust Division
Texas
$289K +$15.1K +83 +6%
DBRC
603
D.B. Root & Company
Pennsylvania
$283K +$283K +1,553 New
PIMJS
604
PKO Investment Management Joint-Stock
Poland
$281K – – –
GVAG
605
Great Valley Advisor Group
Delaware
$278K +$10.9K +60 +4%
DU
606
Delphia (USA)
Ontario, Canada
$277K +$277K +1,516 New
IAA
607
Independent Advisor Alliance
North Carolina
$275K +$12K +66 +5%
PFWA
608
Paces Ferry Wealth Advisors
Georgia
$275K -$71.3K -391 -21%
LB
609
Leo Brokerage
Texas
$273K +$19.9K +109 +8%
CP
610
Castleview Partners
Texas
$272K +$10.2K +56 +4%
CPA
611
Cardiff Park Advisors
California
$271K -$1.54M -8,437 -85%
Wealthfront Advisers
612
Wealthfront Advisers
California
$270K -$257K -1,407 -49%
CSPIA
613
Cary Street Partners Investment Advisory
Virginia
$270K -$28.3K -155 -9%
FFM
614
Forum Financial Management
Illinois
$269K +$1.28K +7 +0.5%
SB
615
Simmons Bank
Arkansas
$268K -$26.6K -146 -9%
WCM
616
Wallace Capital Management
Texas
$267K +$267K +1,465 New
CS
617
Cannell & Spears
New York
$267K +$267K +1,462 New
BCWM
618
Bartlett & Co Wealth Management
Ohio
$265K +$265K +1,455 New
BC
619
Bartlett & Co
Ohio
$265K +$265K +1,455 New
MSFS
620
Main Street Financial Solutions
Pennsylvania
$263K -$17K -93 -6%
AC
621
AXQ Capital
New Jersey
$262K -$544K -2,981 -67%
WOC
622
West Oak Capital
California
$261K -$8.39K -46 -3%
TC
623
Telemus Capital
Michigan
$260K -$182 -1 -0.1%
DWM
624
Dakota Wealth Management
Florida
$260K +$46.7K +256 +22%
FSA
625
Fort Sheridan Advisors
Illinois
$257K -$3.83K -21 -1%
23 24
25
26 27