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Illumina

794 hedge funds and large institutions have $19.6B invested in Illumina in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 324 increasing their positions, 259 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 259

4% less capital invested

Capital invested by funds: $20.5B → $19.6B (-$810M)

8% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 106

1.9% less ownership

Funds ownership: 94.78%92.88% (-1.9%)

2% less funds holding

Funds holding: 810794 (-16)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

45% less call options, than puts

Call options by funds: $188M | Put options by funds: $339M

Holders
794
Holders Change
-16
Holders Change %
-1.98%
% of All Funds
11.44%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
97
Increased
324
Reduced
259
Closed
106
Calls
$188M
Puts
$339M
Net Calls
-$151M
Net Calls Change
-$101M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
651
WhitTier Trust Company
Nevada
$44.5K -$134 -1 -0.3%
FUBT
652
First United Bank & Trust
Maryland
$43.9K -$1.34K -10 -3%
FHA
653
First Horizon Advisors
Tennessee
$43.4K +$31.5K +235 +261%
EWA
654
EverSource Wealth Advisors
Alabama
$42K +$9.65K +72 +26%
MIA
655
MeadowBrook Investment Advisors
Michigan
$41.2K
NSIM
656
North Star Investment Management
Illinois
$41.2K
JWM
657
Janiczek Wealth Management
Colorado
$40.1K
MPWT
658
MassMutual Private Wealth & Trust
Connecticut
$39K +$18.2K +136 +87%
HNB
659
Huntington National Bank
Ohio
$38.6K +$11.4K +85 +42%
HFM
660
Hartford Financial Management
Connecticut
$37.8K
CT
661
Clearstead Trust
Maine
$36.1K +$9.38K +70 +35%
GKIM
662
GW&K Investment Management
Massachusetts
$35K +$28K +209 +373%
SSB
663
Sandy Spring Bank
Maryland
$34.2K +$30.7K +229 +848%
LS
664
Livforsakringsbolaget Skandia
Sweden
$33.9K
TPCW
665
TD Private Client Wealth
New York
$33.4K +$2.41K +18 +8%
SWA
666
SOA Wealth Advisors
New York
$31.9K -$1.47K -11 -4%
BWP
667
Baldwin Wealth Partners
Massachusetts
$28.2K -$10.7K -80 -27%
WIA
668
Wetzel Investment Advisors
Indiana
$27.7K -$4.02K -30 -11%
BWAM
669
Boyd Watterson Asset Management
Ohio
$27.5K
LWANC
670
Laurel Wealth Advisors (North Carolina)
North Carolina
$27.5K
TCPG
671
Trivant Custom Portfolio Group
California
$27.5K +$17.3K +129 +168%
DJSG
672
D.J. St. Germain
Massachusetts
$26.5K
TFM
673
TFC Financial Management
Massachusetts
$25.7K +$268 +2 +1%
Jones Financial Companies
674
Jones Financial Companies
Missouri
$24.7K +$8.04K +60 +48%
DMBA
675
Deseret Mutual Benefit Administrators
Utah
$22.8K +$1.61K +12 +8%

ILMN Hedge Fund Activity: Q1 2024 in Review

794 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q1 2024, worth a combined $19.6B — down 4% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of ILMN and 97 opened new positions — a net loss of 9 holders — while 259 trimmed existing stakes and 324 added.

The largest buyer was WCM Investment Management, adding an estimated $445M. The largest seller was Morgan Stanley, cutting an estimated $522M.

  • 794 institutional investors held Illumina (ILMN) as of Q1 2024, down from 810 in Q4 2023.
  • Funds reported $19.6B of Illumina stock for Q1 2024, down 4% quarter-over-quarter.
  • 97 funds opened new Illumina positions in Q1 2024 and 106 closed out, a net change of -9 holders.
  • The largest Illumina buyer in Q1 2024 was WCM Investment Management, an estimated $445M added.
  • The largest Illumina seller in Q1 2024 was Morgan Stanley, an estimated $522M sold.

Based on aggregated 13F filings for Q1 2024.