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Illumina
ILMN

Overview Fund Activity

1,041 hedge funds and large institutions have $50.7B invested in Illumina in 2021 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 383 increasing their positions, 351 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,041
Holders Change
+62
Holders Change %
+6.33%
% of All Funds
18.33%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.33%
New
147
Increased
383
Reduced
351
Closed
77
Calls
$604M
Puts
$639M
Net Calls
-$34.4M
Net Calls Change
+$34.4M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$719M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$614M
3
OCBV
Ownership Capital B.V.
Netherlands
+$202M
4
VAM
Veritas Asset Management
United Kingdom
+$91.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$58.3M

Top Sellers

1
JSP
Jackson Square Partners
California
-$448M
2
Morgan Stanley
Morgan Stanley
New York
-$288M
3
Edgewood Management
Edgewood Management
Connecticut
-$267M
4
GIM
Generation Investment Management
United Kingdom
-$237M
5
Ameriprise
Ameriprise
Minnesota
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
GBT
651
Grove Bank & Trust
Florida
$611K +$121K +324 +25%
JWBC
652
John W. Bristol & Co
New York
$609K – – –
AI
653
AXS Investments
New York
$603K +$603K +1,614 New
KPWS
654
Kestra Private Wealth Services
Texas
$599K +$289K +773 +93%
CG
655
Caprock Group
Idaho
$596K -$37.7K -101 -6%
LIM
656
Leavell Investment Management
Alabama
$595K – – –
ODCM
657
Old Dominion Capital Management
Virginia
$594K -$17.2K -46 -3%
GDP
658
Great Diamond Partners
Maine
$584K -$22.8K -61 -4%
MC
659
Maverick Capital
Texas
$583K +$529K +1,414 +975%
SIM
660
Sentry Investment Management
Wisconsin
$580K -$2.77M -7,426 -83%
PIG
661
Pantheon Investment Group
California
$580K +$16.5K +44 +3%
CWA
662
Clarity Wealth Advisors
California
$579K – – –
KIA
663
KCM Investment Advisors
California
$579K +$87.5K +234 +18%
BCM
664
Brasada Capital Management
Texas
$576K – – –
GC
665
Grace Capital
Massachusetts
$576K – – –
NAM
666
Nexpoint Asset Management
Texas
$576K – – –
EB
667
Eastern Bank
Massachusetts
$576K – – –
FWM
668
Foresight Wealth Management
Utah
$574K -$3.36K -9 -0.6%
GAA
669
Green Alpha Advisors
Colorado
$574K +$271K +725 +89%
DWA
670
Douglass Winthrop Advisors
New York
$570K -$158K -422 -22%
BST
671
Bath Savings Trust
Maine
$566K +$4.48K +12 +0.8%
GC
672
GFG Capital
Florida
$548K -$297K -795 -35%
EF
673
Empirical Finance
Pennsylvania
$548K – – –
RWA
674
Ropes Wealth Advisors
Massachusetts
$547K +$64.9K +175 +13%
OSAM
675
O'Shaughnessy Asset Management
Connecticut
$539K +$39.2K +105 +8%
25 26
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