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
JWM
776
Janiczek Wealth Management
Colorado
$51.9K -$14.5K -70 -20%
CA
777
Clearstead Advisors
Ohio
$51.2K -$19.7K -95 -27%
AIM
778
Achmea Investment Management
Netherlands
$51K -$1.08M -5,197 -95%
LD
779
Lipe & Dalton
New York
$51K
CTC
780
Central Trust Company
Missouri
$50.5K -$6.42K -31 -11%
DAM
781
Delta Asset Management
Tennessee
$50.5K +$53.3K +257 New
WI
782
WJ Interests
Texas
$50.5K +$53.3K +257 New
LS
783
Livforsakringsbolaget Skandia
Sweden
$49.9K
AssetMark Inc
784
AssetMark Inc
California
$49.5K -$414 -2 -0.8%
PCM
785
Penserra Capital Management
California
$49K -$197K -951 -79%
SWA
786
SOA Wealth Advisors
New York
$46.7K +$6.63K +32 +16%
TCA
787
Trifecta Capital Advisors
Illinois
$45.5K +$47.9K +231 New
EWM
788
Evermay Wealth Management
Virginia
$44.5K -$6.01K -29 -11%
HFM
789
Harvest Fund Management
China
$44K +$40.4K +195 +609%
BWM
790
BerganKDV Wealth Management
Minnesota
$43.1K +$207 +1 +0.5%
BEI
791
Benjamin Edwards Inc
Missouri
$43K +$5.18K +25 +13%
PPC
792
Park Place Capital
Alabama
$43K +$45.8K +221 New
BWA
793
BDO Wealth Advisors
Florida
$42.5K +$8.5K +41 +23%
WT
794
Washington Trust
Rhode Island
$42.3K +$1.86K +9 +4%
EBA
795
Eagle Bay Advisors
New York
$41.9K +$16.2K +78 +58%
QC
796
Quent Capital
New York
$40.8K -$2.49K -12 -5%
LWANC
797
Laurel Wealth Advisors (North Carolina)
North Carolina
$40.4K
WOSD
798
WFA of San Diego
California
$40.4K +$42.7K +206 New
EWA
799
EverSource Wealth Advisors
Alabama
$39.2K +$16.2K +78 +64%
GWS
800
Glassman Wealth Services
Virginia
$38.2K +$3.73K +18 +10%

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.