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Illumina

889 hedge funds and large institutions have $45B invested in Illumina in 2019 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 313 increasing their positions, 304 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 48

27% more call options, than puts

Call options by funds: $905M | Put options by funds: $715M

8% more funds holding

Funds holding: 820889 (+69)

8% more capital invested

Capital invested by funds: $41.7B → $45B (+$3.37B)

3% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 304

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.83% less ownership

Funds ownership: 95.8%94.97% (-0.83%)

Holders
889
Holders Change
+69
Holders Change %
+8.41%
% of All Funds
17.52%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
131
Increased
313
Reduced
304
Closed
48
Calls
$905M
Puts
$715M
Net Calls
+$191M
Net Calls Change
+$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
701
Acadian Asset Management
Massachusetts
$230K +$109K +358 +101%
BWL
702
Bogart Wealth LLC
Virginia
$228K +$15.2K +50 +8%
WANY
703
Wealthspire Advisors (New York)
New York
$227K +$213K +704 New
GWM
704
Greenwich Wealth Management
Connecticut
$221K -$12.7K -42 -6%
TFO
705
Tarbox Family Office
California
$220K
LWP
706
Legacy Wealth Planning
Nevada
$220K +$206K +681 New
GIA
707
Gladstone Institutional Advisory
Florida
$217K -$105K -345 -34%
PA
708
Pinnacle Associates
New York
$217K +$203K +671 New
VC
709
Veracity Capital
Georgia
$217K +$204K +672 New
CAN
710
Claraphi Advisory Network
United States
$216K -$21.2K -70 -9%
FFA
711
First Foundation Advisors
California
$216K -$15.8K -52 -7%
CA
712
Cetera Advisors
Colorado
$216K -$10K -33 -5%
PHK
713
Point72 Hong Kong
Hong Kong
$215K +$202K +667 New
SBSB
714
Sullivan, Bruyette, Speros & Blaney
Virginia
$212K
CAM
715
Cresset Asset Management
Illinois
$212K +$199K +658 New
PAMG
716
Patton Albertson Miller Group
Tennessee
$211K -$39.7K -131 -17%
BDF
717
Balasa Dinverno & Foltz
$211K +$198K +653 New
THWM
718
Taylor Hoffman Wealth Management
Virginia
$210K
RFM
719
Royal Fund Management
Florida
$208K +$53K +175 +37%
BRWA
720
B. Riley Wealth Advisors
Florida
$205K +$192K +633 New
OWA
721
One Wealth Advisors
California
$205K +$192K +634 New
CIA
722
Choate Investment Advisors
Massachusetts
$204K -$257K -848 -57%
BP
723
Ballentine Partners
Massachusetts
$204K +$192K +634 New
BAM
724
Belpointe Asset Management
Nevada
$201K +$85.5K +282 +82%
Cetera Investment Advisers
725
Cetera Investment Advisers
Illinois
$200K +$186K +613 New

ILMN Hedge Fund Activity: Q4 2019 in Review

889 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q4 2019, worth a combined $45B — up 8.1% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new ILMN positions and 48 closed out — a net gain of 83 holders — while 313 added to existing stakes and 304 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $259M. The largest seller was Viking Global Investors, cutting an estimated $473M.

  • 889 institutional investors held Illumina (ILMN) as of Q4 2019, up from 820 in Q3 2019.
  • Funds reported $45B of Illumina stock for Q4 2019, up 8.1% quarter-over-quarter.
  • 131 funds opened new Illumina positions in Q4 2019 and 48 closed out, a net change of +83 holders.
  • The largest Illumina buyer in Q4 2019 was AllianceBernstein, an estimated $259M added.
  • The largest Illumina seller in Q4 2019 was Viking Global Investors, an estimated $473M sold.

Based on aggregated 13F filings for Q4 2019.