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Illumina

794 hedge funds and large institutions have $19.6B invested in Illumina in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 324 increasing their positions, 259 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 259

4% less capital invested

Capital invested by funds: $20.5B → $19.6B (-$810M)

8% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 106

1.9% less ownership

Funds ownership: 94.78%92.88% (-1.9%)

2% less funds holding

Funds holding: 810794 (-16)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

45% less call options, than puts

Call options by funds: $188M | Put options by funds: $339M

Holders
794
Holders Change
-16
Holders Change %
-1.98%
% of All Funds
11.44%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
97
Increased
324
Reduced
259
Closed
106
Calls
$188M
Puts
$339M
Net Calls
-$151M
Net Calls Change
-$101M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
776
Continuum Advisory
Idaho
$891 +$1.07K +8 New
SIC
777
SJS Investment Consulting
Ohio
$824 -$134 -1 -14%
GWP
778
Gen-Wealth Partners
Michigan
$824 +$804 +6 New
TCA
779
Trifecta Capital Advisors
Illinois
$824 +$804 +6 New
GI
780
Gradient Investments
Minnesota
$687 -$38.6K -288 -98%
DPW
781
DiNuzzo Private Wealth
Pennsylvania
$687
WWM
782
Wolff Wiese Magana
California
$687
JPWM
783
Jamison Private Wealth Management
Georgia
$687 +$670 +5 New
ECM
784
Everence Capital Management
Indiana
$606
Kayne Anderson Rudnick Investment Management
785
Kayne Anderson Rudnick Investment Management
California
$587
CAM
786
ClariVest Asset Management
California
$555
CAC
787
Core Alternative Capital
Georgia
$549 -$8.18K -61 -94%
CSC
788
Caldwell Sutter Capital
California
$412
WA
789
WestEnd Advisors
North Carolina
$412 +$134 +1 +50%
AFWM
790
Abich Financial Wealth Management
Virginia
$412 +$402 +3 New
CFFP
791
Center for Financial Planning
Michigan
$412 +$402 +3 New
TWD
792
True Wealth Design
Ohio
$275
AGWCA
793
Annis Gardner Whiting Capital Advisors
Florida
$275 +$268 +2 New
BWL
794
Bogart Wealth LLC
Virginia
$137
DWM
795
Dogwood Wealth Management
Kansas
$2
VAM
796
Veritas Asset Management
United Kingdom
-$202M -1,492,735 Closed
Coatue Management
797
Coatue Management
New York
-$119M -880,676 Closed
Hudson Bay Capital Management
798
Hudson Bay Capital Management
Connecticut
-$113M -837,820 Closed
Alyeska Investment Group
799
Alyeska Investment Group
Illinois
-$112M -829,194 Closed
Swedbank
800
Swedbank
Sweden
-$94.2M -695,353 Closed

ILMN Hedge Fund Activity: Q1 2024 in Review

794 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q1 2024, worth a combined $19.6B — down 4% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of ILMN and 97 opened new positions — a net loss of 9 holders — while 259 trimmed existing stakes and 324 added.

The largest buyer was WCM Investment Management, adding an estimated $445M. The largest seller was Morgan Stanley, cutting an estimated $522M.

  • 794 institutional investors held Illumina (ILMN) as of Q1 2024, down from 810 in Q4 2023.
  • Funds reported $19.6B of Illumina stock for Q1 2024, down 4% quarter-over-quarter.
  • 97 funds opened new Illumina positions in Q1 2024 and 106 closed out, a net change of -9 holders.
  • The largest Illumina buyer in Q1 2024 was WCM Investment Management, an estimated $445M added.
  • The largest Illumina seller in Q1 2024 was Morgan Stanley, an estimated $522M sold.

Based on aggregated 13F filings for Q1 2024.