We are live on ! Find out more
ILMN icon

Illumina

843 hedge funds and large institutions have $39.7B invested in Illumina in 2018 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 314 increasing their positions, 274 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 84

15% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 274

6% more funds holding

Funds holding: 796843 (+47)

7% more call options, than puts

Call options by funds: $486M | Put options by funds: $455M

0.49% more ownership

Funds ownership: 92.67%93.16% (+0.49%)

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

18% less capital invested

Capital invested by funds: $48.6B → $39.7B (-$8.84B)

Holders
843
Holders Change
+47
Holders Change %
+5.9%
% of All Funds
18.78%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.74%
New
136
Increased
314
Reduced
274
Closed
84
Calls
$486M
Puts
$455M
Net Calls
+$31.2M
Net Calls Change
-$73M
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
626
Corient Capital Partners
California
$321K +$341K +1,100 New
SWA
627
Sutton Wealth Advisors
Florida
$320K
WEC
628
Winslow Evans & Crocker
Massachusetts
$320K +$21.1K +68 +7%
APA
629
American Portfolios Advisors
New York
$319K +$82.1K +265 +32%
MAM
630
Meeder Asset Management
Ohio
$314K -$3.55M -11,447 -91%
DADC
631
D.A. Davidson & Co
Montana
$311K +$98.8K +319 +43%
NFA
632
Nuveen Fund Advisors
Illinois
$304K -$347K -1,119 -52%
CCA
633
Checchi Capital Advisers
California
$302K -$46.8K -151 -13%
CC
634
Cedar Capital
Illinois
$301K -$72.8K -235 -19%
CL
635
CSS LLC
Illinois
$300K
MG
636
Markel Group
Virginia
$300K
RG
637
Rikoon Group
New Mexico
$300K
SDIC
638
South Dakota Investment Council
South Dakota
$300K
ACM
639
AlphaCrest Capital Management
New York
$300K +$318K +1,028 New
QT
640
Quantamental Technologies
New York
$298K +$317K +1,023 New
COI
641
Connable Office Inc
Michigan
$296K
LFM
642
Lumina Fund Management
New York
$295K -$159K -514 -33%
CCM
643
Community Capital Management
Florida
$295K +$314K +1,013 New
IIM
644
Ipswich Investment Management
Massachusetts
$285K +$95.7K +309 +46%
CWM
645
Confluence Wealth Management
Oregon
$284K
ODCM
646
Old Dominion Capital Management
Virginia
$282K
CS
647
Comerica Securities
Michigan
$279K -$5.89K -19 -2%
AWM
648
Alterna Wealth Management
Texas
$279K +$512K +1,652 New
RP
649
Riverbridge Partners
Minnesota
$277K
GCA
650
Gideon Capital Advisors
New York
$277K +$294K +948 New

ILMN Hedge Fund Activity: Q4 2018 in Review

843 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q4 2018, worth a combined $39.7B — down 18% from $48.6B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new ILMN positions and 84 closed out — a net gain of 52 holders — while 314 added to existing stakes and 274 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $242M. The largest seller was Capital Research Global Investors, cutting an estimated $568M.

  • 843 institutional investors held Illumina (ILMN) as of Q4 2018, up from 796 in Q3 2018.
  • Funds reported $39.7B of Illumina stock for Q4 2018, down 18% quarter-over-quarter.
  • 136 funds opened new Illumina positions in Q4 2018 and 84 closed out, a net change of +52 holders.
  • The largest Illumina buyer in Q4 2018 was Viking Global Investors, an estimated $242M added.
  • The largest Illumina seller in Q4 2018 was Capital Research Global Investors, an estimated $568M sold.

Based on aggregated 13F filings for Q4 2018.