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Illumina

805 hedge funds and large institutions have $18.6B invested in Illumina in 2024 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 283 increasing their positions, 273 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

36% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 100

27% more capital invested

Capital invested by funds: $14.7B → $18.6B (+$3.92B)

4% more funds holding

Funds holding: 773805 (+32)

1.32% more ownership

Funds ownership: 88.23%89.54% (+1.3%)

4% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 273

12% less call options, than puts

Call options by funds: $174M | Put options by funds: $197M

Holders
805
Holders Change
+32
Holders Change %
+4.14%
% of All Funds
11.56%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.2%
New
136
Increased
283
Reduced
273
Closed
100
Calls
$174M
Puts
$197M
Net Calls
-$23.2M
Net Calls Change
+$49.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
601
Callan Capital
California
$201K +$191K +1,545 New
PIMJS
602
PKO Investment Management Joint-Stock
Poland
$196K
QPBE
603
Quintet Private Bank (Europe)
Luxembourg
$183K +$23.9K +194 +16%
CCG
604
Ceeto Capital Group
Florida
$170K
CMBA
605
C.M. Bidwell & Associates
Hawaii
$165K +$156K +1,263 New
SAM
606
S.A. Mason
Michigan
$163K
PS
607
Principal Securities
Iowa
$162K +$31K +251 +25%
BCWM
608
Bartlett & Co Wealth Management
Ohio
$160K
SAM
609
Smartleaf Asset Management
Massachusetts
$151K -$2.84K -23 -2%
FFA
610
Farther Finance Advisors
California
$147K +$7.4K +60 +6%
BCV
611
Banque Cantonale Vaudoise
Switzerland
$144K -$320K -2,595 -70%
LC
612
Lindbrook Capital
California
$142K +$14.4K +117 +12%
CPA
613
Capital Performance Advisors
California
$141K +$133K +1,080 New
IWA
614
Icon Wealth Advisors
Texas
$137K +$864 +7 +0.7%
AAM
615
Advisors Asset Management
Colorado
$137K -$13.2K -107 -9%
LS
616
Livforsakringsbolaget Skandia
Sweden
$136K +$98.7K +800 +324%
GRP
617
Global Retirement Partners
California
$133K +$43.4K +352 +53%
EWA
618
EverSource Wealth Advisors
Alabama
$124K +$21.7K +176 +23%
AF
619
Allworth Financial
California
$113K +$36.8K +298 +52%
TFIPS
620
Towarzystwo Funduszy Inwestycyjnych PZU SA
$109K
CFM
621
Catalyst Funds Management
Australia
$104K +$86.4K +700 +700%
SPIA
622
Steward Partners Investment Advisory
New York
$97.9K -$51K -413 -35%
RIL
623
Rothschild Investment LLC
Illinois
$95.7K -$7.53K -61 -8%
SC
624
SouthState Corp
Florida
$94.9K -$35.7K -289 -28%
BTI
625
Blue Trust Inc
Georgia
$92.2K -$204K -1,651 -65%

ILMN Hedge Fund Activity: Q3 2024 in Review

805 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q3 2024, worth a combined $18.6B — up 27% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new ILMN positions and 100 closed out — a net gain of 36 holders — while 283 added to existing stakes and 273 trimmed.

The largest buyer was Ameriprise, adding an estimated $189M. The largest seller was Baillie Gifford & Co, cutting an estimated $245M.

  • 805 institutional investors held Illumina (ILMN) as of Q3 2024, up from 773 in Q2 2024.
  • Funds reported $18.6B of Illumina stock for Q3 2024, up 27% quarter-over-quarter.
  • 136 funds opened new Illumina positions in Q3 2024 and 100 closed out, a net change of +36 holders.
  • The largest Illumina buyer in Q3 2024 was Ameriprise, an estimated $189M added.
  • The largest Illumina seller in Q3 2024 was Baillie Gifford & Co, an estimated $245M sold.

Based on aggregated 13F filings for Q3 2024.