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Illumina

985 hedge funds and large institutions have $49.6B invested in Illumina in 2020 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 367 increasing their positions, 319 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 71

75% more funds holding in top 10

Funds holding in top 10: 1221 (+9)

20% more capital invested

Capital invested by funds: $41.4B → $49.6B (+$8.24B)

15% more repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 319

10% more funds holding

Funds holding: 898985 (+87)

0.23% more ownership

Funds ownership: 94.08%94.31% (+0.23%)

10% less call options, than puts

Call options by funds: $592M | Put options by funds: $661M

Holders
985
Holders Change
+87
Holders Change %
+9.69%
% of All Funds
17.43%
Holding in Top 10
21
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+75%
% of All Funds
0.37%
New
172
Increased
367
Reduced
319
Closed
71
Calls
$592M
Puts
$661M
Net Calls
-$68.8M
Net Calls Change
+$56M
Name Holding Trade Value Shares
Change
Change in
Stake
W
751
WealthStone
Ohio
$276K -$4.46K -14 -2%
DWM
752
Dakota Wealth Management
Florida
$276K -$2.87K -9 -1%
DTL
753
Dynamic Technology Lab
Singapore
$271K -$239K -749 -50%
ACM
754
Azimuth Capital Management
Michigan
$269K -$120K -376 -33%
ACM
755
Ashford Capital Management
Delaware
$266K
RCAG
756
Rehmann Capital Advisory Group
Michigan
$265K -$68.5K -215 -23%
MFG
757
Merit Financial Group
Georgia
$265K +$235K +737 New
HVP
758
Hudson Value Partners
Florida
$264K +$237K +745 New
SCA
759
Spearhead Capital Advisors
Florida
$262K +$17.2K +54 +8%
PP
760
Palladium Partners
Virginia
$261K
MFG
761
Magnus Financial Group
New York
$259K -$23.3K -73 -9%
BB
762
Bell Bank
North Dakota
$259K
WA
763
Wealth Alliance
New York
$259K +$229K +719 New
FF
764
FourThought Financial
Florida
$259K +$230K +721 New
TFO
765
Tarbox Family Office
California
$258K
SFA
766
Sequoia Financial Advisors
Ohio
$257K +$9.24K +29 +4%
RIG
767
RiverFront Investment Group
Virginia
$256K +$226K +710 New
KMWM
768
Keudell/Morrison Wealth Management
Oregon
$256K +$227K +711 New
IEFM
769
IQ EQ Fund Management
Ireland
$255K
CAGAS
770
Capital Advisory Group Advisory Services
Minnesota
$253K +$224K +702 New
LNC
771
Lincoln National Corp
Pennsylvania
$252K
LCM
772
LCM Capital Management
Illinois
$252K +$223K +701 New
SS
773
Sunbelt Securities
Texas
$249K +$221K +692 New
PSUF
774
People's United Financial
Connecticut
$247K -$6.06K -19 -3%
MG
775
Mather Group
Illinois
$246K +$218K +683 New

ILMN Hedge Fund Activity: Q4 2020 in Review

985 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q4 2020, worth a combined $49.6B — up 20% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new ILMN positions and 71 closed out — a net gain of 101 holders — while 367 added to existing stakes and 319 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $691M. The largest seller was Massachusetts Financial Services, cutting an estimated $361M.

  • 985 institutional investors held Illumina (ILMN) as of Q4 2020, up from 898 in Q3 2020.
  • Funds reported $49.6B of Illumina stock for Q4 2020, up 20% quarter-over-quarter.
  • 172 funds opened new Illumina positions in Q4 2020 and 71 closed out, a net change of +101 holders.
  • The largest Illumina buyer in Q4 2020 was Baillie Gifford & Co, an estimated $691M added.
  • The largest Illumina seller in Q4 2020 was Massachusetts Financial Services, an estimated $361M sold.

Based on aggregated 13F filings for Q4 2020.