ILMN icon

Illumina
ILMN

Overview Fund Activity

1,041 hedge funds and large institutions have $50.7B invested in Illumina in 2021 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 383 increasing their positions, 351 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,041
Holders Change
+62
Holders Change %
+6.33%
% of All Funds
18.33%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.33%
New
147
Increased
383
Reduced
351
Closed
77
Calls
$604M
Puts
$639M
Net Calls
-$34.4M
Net Calls Change
+$34.4M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$719M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$614M
3
OCBV
Ownership Capital B.V.
Netherlands
+$202M
4
VAM
Veritas Asset Management
United Kingdom
+$91.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$58.3M

Top Sellers

1
JSP
Jackson Square Partners
California
-$448M
2
Morgan Stanley
Morgan Stanley
New York
-$288M
3
Edgewood Management
Edgewood Management
Connecticut
-$267M
4
GIM
Generation Investment Management
United Kingdom
-$237M
5
Ameriprise
Ameriprise
Minnesota
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
726
Sutton Wealth Advisors
Florida
$417K – – –
MCM
727
Manchester Capital Management
Vermont
$417K +$228K +610 +121%
BAIA
728
Bel Air Investment Advisors
California
$416K +$416K +1,113 New
WF
729
Welch & Forbes
Massachusetts
$414K -$19.4K -52 -4%
CANY
730
Caxton Associates (New York)
New York
$406K +$406K +1,087 New
CGL
731
Clarius Group LLC
Washington
$401K -$15.7K -42 -4%
CPIG
732
Chicago Partners Investment Group
Illinois
$395K -$18K -44 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
733
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$394K -$11M -29,386 -97%
Kovitz Investment Group Partners
734
Kovitz Investment Group Partners
Illinois
$393K +$393K +1,051 New
SSCA
735
South Shore Capital Advisors
Massachusetts
$391K +$391K +1,050 New
HIS
736
Harvest Investment Services
Illinois
$384K +$384K +1,028 New
BAM
737
Baldrige Asset Management
Pennsylvania
$383K – – –
COI
738
Connable Office Inc
Michigan
$379K – – –
MIM
739
Moseley Investment Management
Florida
$372K -$407K -1,089 -52%
HI
740
Horizon Investments
North Carolina
$371K -$50.8K -136 -12%
BFC
741
Blue Fin Capital
Rhode Island
$371K -$2.99K -8 -0.8%
FFG
742
Frisch Financial Group
New York
$368K +$19.4K +52 +6%
MHS
743
M Holdings Securities
Oregon
$366K +$366K +981 New
LWAC
744
Laurel Wealth Advisors (California)
California
$359K -$40.3K -108 -10%
1IA
745
1834 Investment Advisors
Wisconsin
$355K +$335K +897 +1,692%
FTDI
746
First Trust Direct Indexing
Massachusetts
$354K +$39.2K +105 +12%
CCM
747
Canal Capital Management
Virginia
$353K +$26.1K +70 +8%
AA
748
Ancora Advisors
Ohio
$350K -$9.33K -25 -3%
GG
749
Gofen & Glossberg
Illinois
$347K +$16.8K +45 +5%
RMC
750
Resources Management Corp
Connecticut
$346K – – –
28 29
30
31 32