We are live on ! Find out more
ILMN icon

Illumina

944 hedge funds and large institutions have $28.6B invested in Illumina in 2022 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 322 increasing their positions, 351 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 78

5% more capital invested

Capital invested by funds: $27.1B → $28.6B (+$1.49B)

5% more funds holding

Funds holding: 897944 (+47)

9% more call options, than puts

Call options by funds: $400M | Put options by funds: $366M

0.38% less ownership

Funds ownership: 93.13%92.75% (-0.38%)

8% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 351

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
944
Holders Change
+47
Holders Change %
+5.24%
% of All Funds
15.17%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.21%
New
143
Increased
322
Reduced
351
Closed
78
Calls
$400M
Puts
$366M
Net Calls
+$34.7M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
751
Allworth Financial
California
$79.3K -$6.42K -31 -7%
EMFAT
752
Emerald Mutual Fund Advisers Trust
Pennsylvania
$79.3K +$83.5K +403 New
CLOS
753
Compagnie Lombard Odier SCmA
Switzerland
$75K
TPCW
754
TD Private Client Wealth
New York
$74.4K -$622 -3 -0.8%
SWM
755
Spire Wealth Management
Virginia
$74K -$117K -566 -60%
BWAM
756
Boyd Watterson Asset Management
Ohio
$71.4K -$324K -1,565 -81%
OIA
757
Optimum Investment Advisors
Illinois
$70.8K
Dimensional Fund Advisors
758
Dimensional Fund Advisors
Texas
$69.3K +$11.1M +53,544 +18%
GRP
759
Global Retirement Partners
California
$68.3K +$25.9K +125 +56%
BHWM
760
Beaird Harris Wealth Management
Texas
$67.9K +$71.5K +345 New
NC
761
NewSquare Capital
Pennsylvania
$67.3K +$622 +3 +0.9%
CA
762
Crewe Advisors
Utah
$65.7K -$26.9K -130 -28%
M
763
MOTCO
Texas
$65.7K
CFO
764
CVA Family Office
Colorado
$62.7K +$2.28K +11 +4%
HBW
765
Hazlett, Burt & Watson
West Virginia
$61K -$21.1K -102 -24%
DWA
766
Dougherty Wealth Advisers
Minnesota
$60.1K
GPI
767
General Partner Inc
Pennsylvania
$59K +$62.2K +300 New
BTI
768
Blue Trust Inc
Georgia
$59K +$13.5K +65 +25%
TWM
769
Tradition Wealth Management
Minnesota
$56K +$207 +1 +0.4%
HT
770
Headlands Technologies
Illinois
$56K +$58.6K +283 New
HFM
771
Hartford Financial Management
Connecticut
$55.6K
BWP
772
Baldwin Wealth Partners
Massachusetts
$55.2K +$58.2K +281 New
SC
773
Solstein Capital
California
$54.4K
PTC
774
Private Trust Company
Ohio
$53K +$16.2K +78 +41%
POIA
775
Pin Oak Investment Advisors
Texas
$53K +$22.4K +108 +67%

ILMN Hedge Fund Activity: Q4 2022 in Review

944 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q4 2022, worth a combined $28.6B — up 5.5% from $27.1B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new ILMN positions and 78 closed out — a net gain of 65 holders — while 322 added to existing stakes and 351 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $489M. The largest seller was Baillie Gifford & Co, cutting an estimated $485M.

  • 944 institutional investors held Illumina (ILMN) as of Q4 2022, up from 897 in Q3 2022.
  • Funds reported $28.6B of Illumina stock for Q4 2022, up 5.5% quarter-over-quarter.
  • 143 funds opened new Illumina positions in Q4 2022 and 78 closed out, a net change of +65 holders.
  • The largest Illumina buyer in Q4 2022 was AllianceBernstein, an estimated $489M added.
  • The largest Illumina seller in Q4 2022 was Baillie Gifford & Co, an estimated $485M sold.

Based on aggregated 13F filings for Q4 2022.