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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 %
OIA
751
Optimum Investment Advisors
Illinois
$70.8K – – –
Dimensional Fund Advisors
752
Dimensional Fund Advisors
Texas
$69.3K +$10.5K +53,544 +18%
GRP
753
Global Retirement Partners
California
$68.3K +$24.6K +125 +56%
BHWM
754
Beaird Harris Wealth Management
Texas
$67.9K +$67.9K +345 New
NC
755
NewSquare Capital
Pennsylvania
$67.3K +$591 +3 +0.9%
CA
756
Crewe Advisors
Utah
$65.7K -$25.6K -130 -28%
M
757
MOTCO
Texas
$65.7K – – –
CFO
758
CVA Family Office
Colorado
$62.7K +$2.16K +11 +4%
HBW
759
Hazlett, Burt & Watson
West Virginia
$61K -$19.7K -102 -24%
DWA
760
Dougherty Wealth Advisers
Minnesota
$60.1K – – –
GPI
761
General Partner Inc
Pennsylvania
$59K +$59K +300 New
BTI
762
Blue Trust Inc
Georgia
$59K +$11.9K +65 +25%
TWM
763
Tradition Wealth Management
Minnesota
$56K +$196 +1 +0.4%
HT
764
Headlands Technologies
Illinois
$56K +$56K +283 New
HFM
765
Hartford Financial Management
Connecticut
$55.6K – – –
BWP
766
Baldwin Wealth Partners
Massachusetts
$55.2K +$55.2K +281 New
SC
767
Solstein Capital
California
$54.4K – – –
PTC
768
Private Trust Company
Ohio
$53K +$15.4K +78 +41%
POIA
769
Pin Oak Investment Advisors
Texas
$53K +$21.2K +108 +67%
JWM
770
Janiczek Wealth Management
Colorado
$51.9K -$13.2K -70 -20%
CA
771
Clearstead Advisors
Ohio
$51.2K -$18.7K -95 -27%
AIM
772
Achmea Investment Management
Netherlands
$51K -$960K -5,197 -95%
LD
773
Lipe & Dalton
New York
$51K – – –
CTC
774
Central Trust Company
Missouri
$50.6K -$6.1K -31 -11%
DAM
775
Delta Asset Management
Tennessee
$50.6K +$50.6K +257 New
29 30
31
32 33