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Illumina
ILMN

Overview Fund Activity

894 hedge funds and large institutions have $41.4B invested in Illumina in 2020 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 366 increasing their positions, 306 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+7
Holders Change %
+0.79%
% of All Funds
18.09%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.24%
New
100
Increased
366
Reduced
306
Closed
84
Calls
$535M
Puts
$660M
Net Calls
-$125M
Net Calls Change
-$64.7M

Top Buyers

1
Edgewood Management
Edgewood Management
Connecticut
+$531M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$397M
3
Select Equity Group
Select Equity Group
New York
+$250M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$200M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$190M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.05B
2
Brown Advisory
Brown Advisory
Maryland
-$485M
3
Jennison Associates
Jennison Associates
New York
-$445M
4
Artisan Partners
Artisan Partners
Wisconsin
-$262M
5
Goldman Sachs
Goldman Sachs
New York
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
776
Dougherty Wealth Advisers
Minnesota
$92K – – –
HI
777
Hudock Inc
Pennsylvania
$92K – – –
HFM
778
Hartford Financial Management
Connecticut
$85K – – –
ARMC
779
American Research & Management Company
Massachusetts
$80K -$12.6K -42 -14%
OIA
780
Optimum Investment Advisors
Illinois
$77K – – –
PFS
781
Prospera Financial Services
Texas
$76K -$3.25M -10,804 -98%
TFM
782
TFC Financial Management
Massachusetts
$74K +$74K +246 New
GWM
783
Geneos Wealth Management
Colorado
$73K – – –
EI
784
Ellevest Inc
New York
$70K -$3K -10 -4%
MS
785
Mizuho Securities
Japan
$67K -$225K -751 -77%
BWM
786
BerganKDV Wealth Management
Minnesota
$67K -$901 -3 -1%
BCA
787
Berman Capital Advisors
Georgia
$66K -$2.96K -10 -4%
UFG
788
United Fire Group
Iowa
$66K – – –
BWM
789
Baystate Wealth Management
Massachusetts
$62K – – –
LWANC
790
Laurel Wealth Advisors (North Carolina)
North Carolina
$62K – – –
IA
791
IFP Advisors
Florida
$62K +$15.6K +52 +34%
VFA
792
Valeo Financial Advisors
Indiana
$61K +$31K +103 +103%
AS
793
Altshuler Shaham
Israel
$58K +$35.3K +117 +156%
FBT
794
First Bank & Trust
South Dakota
$57K -$623K -2,076 -92%
CA
795
Clearstead Advisors
Ohio
$55K +$42.7K +143 +349%
HNB
796
Huntington National Bank
Ohio
$54K +$11.8K +39 +28%
BFEC
797
Benjamin F. Edwards & Company
Missouri
$53K +$1.51K +5 +3%
SFSIG
798
San Francisco Sentry Investment Group
California
$50K -$904 -3 -2%
EWM
799
Endurance Wealth Management
Rhode Island
$49K -$20K -66 -29%
SIAS
800
Shine Investment Advisory Services
Colorado
$49K – – –
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