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Illumina
ILMN

Overview Fund Activity

822 hedge funds and large institutions have $36.6B invested in Illumina in 2020 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 320 increasing their positions, 322 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
822
Holders Change
-65
Holders Change %
-7.33%
% of All Funds
18.16%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.38%
New
70
Increased
320
Reduced
322
Closed
129
Calls
$381M
Puts
$430M
Net Calls
-$49M
Net Calls Change
-$240M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$403M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$320M
3
GIM
Generation Investment Management
United Kingdom
+$298M
4
HL
Harding Loevner
New Jersey
+$199M
5
Select Equity Group
Select Equity Group
New York
+$167M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.03B
2
Jennison Associates
Jennison Associates
New York
-$618M
3
Morgan Stanley
Morgan Stanley
New York
-$204M
4
LPC
Lone Pine Capital
Connecticut
-$172M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
701
Gemmer Asset Management
California
$78K +$5.86K +22 +8%
HPC
702
HM Payson & Co
Maine
$77K – – –
HFM
703
Hartford Financial Management
Connecticut
$75K – – –
OPS
704
Orion Portfolio Solutions
Nebraska
$75K +$22.7K +86 +43%
CBT
705
Capital Bank & Trust
California
$69K -$4.28K -16 -6%
OIA
706
Optimum Investment Advisors
Illinois
$68K -$19.1K -72 -22%
ED
707
Exane Derivatives
France
$67.5K -$13.8K -52 -17%
EI
708
Ellevest Inc
New York
$61K +$31.3K +117 +105%
MS
709
Mizuho Securities
Japan
$60K -$1.59M -5,952 -96%
EWM
710
Endurance Wealth Management
Rhode Island
$60K – – –
AC
711
AlphaCore Capital
California
$60K +$60K +227 New
BWM
712
BerganKDV Wealth Management
Minnesota
$59K +$1.07K +4 +2%
UFG
713
United Fire Group
Iowa
$58K – – –
BCA
714
Berman Capital Advisors
Georgia
$57K +$3.37K +13 +6%
LWANC
715
Laurel Wealth Advisors (North Carolina)
North Carolina
$55K -$8.01K -30 -13%
BWM
716
Baystate Wealth Management
Massachusetts
$55K +$55K +206 New
CFG
717
Citizens Financial Group
Rhode Island
$54K -$13K -49 -19%
FGAM
718
Financial Gravity Asset Management
Texas
$53.4K -$36.7K -138 -41%
SFSIG
719
San Francisco Sentry Investment Group
California
$53K -$1.87K -7 -3%
TCOV
720
Trust Company of Vermont
Vermont
$51K – – –
BEI
721
Benjamin Edwards Inc
Missouri
$48K +$7.65K +29 +19%
BFEC
722
Benjamin F. Edwards & Company
Missouri
$45K -$66.2K -250 -60%
1W
723
1776 Wealth
Georgia
$45K +$23.9K +83 +114%
LWA
724
Lenox Wealth Advisors
New York
$43K -$1.88K -7 -4%
APW
725
Acima Private Wealth
Virginia
$41K – – –
27 28
29
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