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Illumina

773 hedge funds and large institutions have $14.7B invested in Illumina in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 242 increasing their positions, 401 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 794773 (-21)

4.65% less ownership

Funds ownership: 92.88%88.23% (-4.6%)

10% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 118

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

25% less capital invested

Capital invested by funds: $19.6B → $14.7B (-$4.96B)

30% less call options, than puts

Call options by funds: $171M | Put options by funds: $243M

40% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 401

Holders
773
Holders Change
-21
Holders Change %
-2.64%
% of All Funds
11.16%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
106
Increased
242
Reduced
401
Closed
118
Calls
$171M
Puts
$243M
Net Calls
-$72.7M
Net Calls Change
+$78.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
751
Penserra Capital Management
California
$1K
POIA
752
Pin Oak Investment Advisors
Texas
$1K
AW
753
Avion Wealth
Texas
$1K +$1.01K +9 +113%
ACM
754
Anfield Capital Management
California
$835 +$897 +8 New
CWC
755
Carolinas Wealth Consulting
North Carolina
$731
Kayne Anderson Rudnick Investment Management
756
Kayne Anderson Rudnick Investment Management
California
$731 +$337 +3 +75%
TAM
757
Tucker Asset Management
Colorado
$731 +$785 +7 New
DPW
758
DiNuzzo Private Wealth
Pennsylvania
$627 +$112 +1 +20%
GWP
759
Gen-Wealth Partners
Michigan
$626
ECM
760
Everence Capital Management
Indiana
$543 -$13.8K -123 -3%
SIC
761
SJS Investment Consulting
Ohio
$522 -$112 -1 -17%
ADL
762
Asset Dedication LLC
California
$522
GI
763
Gradient Investments
Minnesota
$522
TCOV
764
Trust Company of Vermont
Vermont
$522 +$561 +5 New
CAC
765
Core Alternative Capital
Georgia
$418
CFFP
766
Center for Financial Planning
Michigan
$314
CSC
767
Caldwell Sutter Capital
California
$313
TSMHT
768
Thurston Springer Miller Herd & Titak
Indiana
$312 +$337 +3 New
AGWCA
769
Annis Gardner Whiting Capital Advisors
Florida
$209
TWD
770
True Wealth Design
Ohio
$209
BWL
771
Bogart Wealth LLC
Virginia
$104
DWM
772
Dogwood Wealth Management
Kansas
$2
ITP
773
Iron Triangle Partners
Connecticut
-$45.4M -340,019 Closed
VH
774
ValueAct Holdings
California
-$33.5M -250,603 Closed
CP
775
CenterBook Partners
Connecticut
-$17.1M -127,834 Closed

ILMN Hedge Fund Activity: Q2 2024 in Review

773 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q2 2024, worth a combined $14.7B — down 25% from $19.6B a quarter earlier.

Sellers outnumbered buyers: 118 funds closed out of ILMN and 106 opened new positions — a net loss of 12 holders — while 401 trimmed existing stakes and 242 added.

The largest buyer was BlackRock, adding an estimated $435M. The largest seller was Edgewood Management, cutting an estimated $764M.

  • 773 institutional investors held Illumina (ILMN) as of Q2 2024, down from 794 in Q1 2024.
  • Funds reported $14.7B of Illumina stock for Q2 2024, down 25% quarter-over-quarter.
  • 106 funds opened new Illumina positions in Q2 2024 and 118 closed out, a net change of -12 holders.
  • The largest Illumina buyer in Q2 2024 was BlackRock, an estimated $435M added.
  • The largest Illumina seller in Q2 2024 was Edgewood Management, an estimated $764M sold.

Based on aggregated 13F filings for Q2 2024.