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Illumina
ILMN

Overview Fund Activity

937 hedge funds and large institutions have $28.6B invested in Illumina in 2022 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 322 increasing their positions, 346 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
937
Holders Change
+46
Holders Change %
+5.16%
% of All Funds
15.12%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.21%
New
142
Increased
322
Reduced
346
Closed
78
Calls
$400M
Puts
$366M
Net Calls
+$34.7M
Net Calls Change
-$120M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$464M
2
Morgan Stanley
Morgan Stanley
New York
+$390M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$311M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$146M
5
Polen Capital Management
Polen Capital Management
Florida
+$107M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$460M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$385M
3
Edgewood Management
Edgewood Management
Connecticut
-$192M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$103M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
701
Ropes Wealth Advisors
Massachusetts
$217K -$44.7K -227 -17%
LIM
702
Leavell Investment Management
Alabama
$217K -$45.4K -231 -17%
GKWIM
703
Gerber Kawasaki Wealth & Investment Management
California
$217K -$13.8K -70 -6%
HCC
704
Hirtle Callaghan & Co
Pennsylvania
$215K – – –
SM
705
STF Management
Texas
$214K +$214K +1,086 New
SIM
706
Sentry Investment Management
Wisconsin
$209K +$5.32K +27 +3%
PMFA
707
Plante Moran Financial Advisors
Michigan
$209K – – –
DZ Bank
708
DZ Bank
Germany
$208K -$12.6M -64,259 -98%
MWM
709
Mission Wealth Management
California
$208K -$14K -71 -6%
GWM
710
GSB Wealth Management
Connecticut
$205K +$205K +1,043 New
DADC
711
D.A. Davidson & Co
Montana
$204K -$79.1K -402 -28%
VF
712
VitalStone Financial
Texas
$203K +$203K +1,028 New
LCC
713
Lincoln Capital Corp
Rhode Island
$202K +$202K +1,028 New
ADBIC
714
A.D. Beadell Investment Counsel
Wisconsin
$202K +$202K +1,030 New
CG
715
Cutler Group
California
$201K -$47.6K -243 -19%
HWMA
716
Heritage Wealth Management (Arizona)
Arizona
$200K +$99.9K +508 +100%
Bank Julius Baer & Co
717
Bank Julius Baer & Co
Switzerland
$191K -$45.4K -231 -19%
MSCM
718
McElhenny Sheffield Capital Management
Texas
$190K +$190K +18,295 New
T
719
TOBAM
France
$174K – – –
BFEC
720
Benjamin F. Edwards & Company
Missouri
$171K -$86.1K -438 -33%
IA
721
IFP Advisors
Florida
$171K -$2.27K -8 -1%
IPAM
722
ICICI Prudential Asset Management
India
$160K +$43.1K +219 +37%
PMAM
723
Picton Mahoney Asset Management
Ontario, Canada
$153K +$153K +781 New
RFA
724
Resurgent Financial Advisors
Georgia
$145K -$79.1K -402 -35%
AA
725
Ancora Advisors
Ohio
$145K -$99.9K -508 -41%
27 28
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