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Illumina

985 hedge funds and large institutions have $49.6B invested in Illumina in 2020 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 367 increasing their positions, 319 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 71

75% more funds holding in top 10

Funds holding in top 10: 1221 (+9)

20% more capital invested

Capital invested by funds: $41.4B → $49.6B (+$8.24B)

15% more repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 319

10% more funds holding

Funds holding: 898985 (+87)

0.23% more ownership

Funds ownership: 94.08%94.31% (+0.23%)

10% less call options, than puts

Call options by funds: $592M | Put options by funds: $661M

Holders
985
Holders Change
+87
Holders Change %
+9.69%
% of All Funds
17.43%
Holding in Top 10
21
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+75%
% of All Funds
0.37%
New
172
Increased
367
Reduced
319
Closed
71
Calls
$592M
Puts
$661M
Net Calls
-$68.8M
Net Calls Change
+$56M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
626
Cresset Asset Management
Illinois
$565K -$686K -2,153 -58%
EI
627
Ethic Inc
New York
$562K -$47.8K -150 -9%
CWA
628
Clarity Wealth Advisors
California
$558K
FWM
629
Foresight Wealth Management
Utah
$556K -$44K -138 -8%
BCM
630
Brasada Capital Management
Texas
$555K
EB
631
Eastern Bank
Massachusetts
$555K
GC
632
Grace Capital
Massachusetts
$555K
NAM
633
Nexpoint Asset Management
Texas
$555K
MIM
634
Meridiem Investment Management
United Kingdom
$555K +$492K +1,542 New
S
635
SignatureFD
Georgia
$550K +$91.5K +287 +23%
EF
636
Empirical Finance
Pennsylvania
$548K +$84.5K +265 +21%
EWA
637
Exencial Wealth Advisors
Oklahoma
$547K -$26.5K -83 -5%
MFW
638
Meristem Family Wealth
Minnesota
$543K
PIG
639
Pantheon Investment Group
California
$542K +$480K +1,507 New
BST
640
Bath Savings Trust
Maine
$541K -$39.2K -123 -8%
CCP
641
Corient Capital Partners
California
$539K +$14.3K +45 +3%
IFG
642
Independent Financial Group
California
$530K -$2.55K -8 -0.5%
GAM
643
Grandview Asset Management
Pennsylvania
$525K -$97.9K -307 -17%
VPIM
644
Vanguard Personalized Indexing Management
California
$524K +$42.1K +132 +10%
GKWIM
645
Gerber Kawasaki Wealth & Investment Management
California
$517K -$638 -2 -0.1%
SFS
646
Sowell Financial Services
Arkansas
$516K +$279K +875 +157%
IIM
647
Ironwood Investment Management
Massachusetts
$510K +$452K +1,417 New
CC
648
Chicago Capital
Illinois
$507K -$982K -3,081 -69%
NNP
649
Nachman Norwood & Parrott
South Carolina
$506K +$7.01K +22 +2%
WA
650
Winfield Associates
Ohio
$503K -$21.4K -67 -5%

ILMN Hedge Fund Activity: Q4 2020 in Review

985 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q4 2020, worth a combined $49.6B — up 20% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new ILMN positions and 71 closed out — a net gain of 101 holders — while 367 added to existing stakes and 319 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $691M. The largest seller was Massachusetts Financial Services, cutting an estimated $361M.

  • 985 institutional investors held Illumina (ILMN) as of Q4 2020, up from 898 in Q3 2020.
  • Funds reported $49.6B of Illumina stock for Q4 2020, up 20% quarter-over-quarter.
  • 172 funds opened new Illumina positions in Q4 2020 and 71 closed out, a net change of +101 holders.
  • The largest Illumina buyer in Q4 2020 was Baillie Gifford & Co, an estimated $691M added.
  • The largest Illumina seller in Q4 2020 was Massachusetts Financial Services, an estimated $361M sold.

Based on aggregated 13F filings for Q4 2020.