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Illumina

944 hedge funds and large institutions have $28.6B invested in Illumina in 2022 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 322 increasing their positions, 351 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 78

5% more capital invested

Capital invested by funds: $27.1B → $28.6B (+$1.49B)

5% more funds holding

Funds holding: 897944 (+47)

9% more call options, than puts

Call options by funds: $400M | Put options by funds: $366M

0.38% less ownership

Funds ownership: 93.13%92.75% (-0.38%)

8% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 351

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
944
Holders Change
+47
Holders Change %
+5.24%
% of All Funds
15.17%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.21%
New
143
Increased
322
Reduced
351
Closed
78
Calls
$400M
Puts
$366M
Net Calls
+$34.7M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
GDP
651
Great Diamond Partners
Maine
$277K -$42.1K -203 -13%
BPA
652
Beacon Pointe Advisors
California
$275K -$47.9K -231 -14%
KIA
653
KCM Investment Advisors
California
$273K -$52.6K -254 -15%
LC
654
Lindbrook Capital
California
$273K +$20.1K +97 +8%
CPIG
655
Chicago Partners Investment Group
Illinois
$272K -$23.2K -112 -8%
DWM
656
Drive Wealth Management
Utah
$271K +$285K +1,375 New
GI
657
GAMCO Investors
Connecticut
$270K -$88.3K -426 -24%
GVAG
658
Great Valley Advisor Group
Delaware
$270K +$42.1K +203 +17%
EWM
659
Evercore Wealth Management
New York
$269K +$3.73K +18 +1%
OAM
660
Occidental Asset Management
California
$268K
S
661
SignatureFD
Georgia
$265K +$24.2K +117 +10%
EAMA
662
EFG Asset Management (Americas)
Florida
$263K -$17.4K -84 -6%
TBA
663
Tower Bridge Advisors
Pennsylvania
$263K
KI
664
Kula Investments
Illinois
$262K +$276K +1,330 New
AAS
665
Avantax Advisory Services
Texas
$261K -$15.5K -75 -5%
UB
666
UMB Bank
Missouri
$259K -$54.1K -261 -17%
P
667
Pitcairn
Pennsylvania
$259K -$7.88K -38 -3%
NWA
668
New World Advisors
Massachusetts
$258K +$272K +1,313 New
BSW
669
Buckingham Strategic Wealth
Missouri
$258K -$353K -1,701 -56%
IIM
670
Ironwood Investment Management
Massachusetts
$258K -$8.7K -42 -3%
KWM
671
Kingsview Wealth Management
Oregon
$256K +$270K +1,302 New
SS
672
Simplicity Solutions
Minnesota
$256K +$39.4K +190 +17%
KPWS
673
Kestra Private Wealth Services
Texas
$254K -$9.95K -48 -4%
IG
674
ING Group
Netherlands
$254K +$268K +1,293 New
PFWA
675
Paces Ferry Wealth Advisors
Georgia
$254K -$172K -828 -39%

ILMN Hedge Fund Activity: Q4 2022 in Review

944 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q4 2022, worth a combined $28.6B — up 5.5% from $27.1B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new ILMN positions and 78 closed out — a net gain of 65 holders — while 322 added to existing stakes and 351 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $489M. The largest seller was Baillie Gifford & Co, cutting an estimated $485M.

  • 944 institutional investors held Illumina (ILMN) as of Q4 2022, up from 897 in Q3 2022.
  • Funds reported $28.6B of Illumina stock for Q4 2022, up 5.5% quarter-over-quarter.
  • 143 funds opened new Illumina positions in Q4 2022 and 78 closed out, a net change of +65 holders.
  • The largest Illumina buyer in Q4 2022 was AllianceBernstein, an estimated $489M added.
  • The largest Illumina seller in Q4 2022 was Baillie Gifford & Co, an estimated $485M sold.

Based on aggregated 13F filings for Q4 2022.