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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
PWMG
726
Private Wealth Management Group
New Jersey
$6.87K
BGAI
727
Bruce G. Allen Investments
Colorado
$6.59K +$4.69K +35 +250%
A
728
Allianz
Germany
$6.59K +$6.57K +49 New
CTC
729
Central Trust Company
Missouri
$6.32K
JWA
730
JFS Wealth Advisors
Pennsylvania
$5.77K
CFB
731
Cullen/Frost Bankers
Texas
$5.49K -$27.6K -206 -83%
GEA
732
Glen Eagle Advisors
New Jersey
$5.36K
ZB
733
Zions Bancorporation
Utah
$5.22K -$804 -6 -13%
AF
734
Advisornet Financial
Minnesota
$4.94K -$35.3K -263 -88%
PWMG
735
Prestige Wealth Management Group
New Jersey
$4.67K -$1.21K -9 -20%
GWSG
736
GPS Wealth Strategies Group
Colorado
$4.39K
B
737
Birchbrook
Maine
$4.12K
PAI
738
Pittenger & Anderson Inc
Nebraska
$4.12K
AWM
739
Abound Wealth Management
Tennessee
$4.12K +$1.34K +10 +48%
RCM
740
Raleigh Capital Management
North Carolina
$3.85K +$3.75K +28 +2,800%
BC
741
Belmont Capital
California
$3.85K +$3.89K +29 New
MFT
742
Moisand Fitzgerald Tamayo
Florida
$3.71K
BIA
743
Bell Investment Advisors
California
$3.57K -$536 -4 -13%
WT
744
Washington Trust
Rhode Island
$3.57K
BF
745
BOK Financial
Oklahoma
$2.79K -$2.28K -17 -44%
MA
746
Montag & Associates
Georgia
$2.73K
PSB
747
Piscataqua Savings Bank
New Hampshire
$2.33K +$2.28K +17 New
CTA
748
Colonial Trust Advisors
South Carolina
$2.2K -$1.21K -9 -36%
KFI
749
Key Financial Inc
Pennsylvania
$2.2K
TFA
750
Toth Financial Advisory
Virginia
$2.06K

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.