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Illumina

885 hedge funds and large institutions have $50B invested in Illumina in 2019 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 339 increasing their positions, 315 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more funds holding in top 10

Funds holding in top 10: 2338 (+15)

32% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 71

20% more capital invested

Capital invested by funds: $41.7B → $50B (+$8.28B)

18% more call options, than puts

Call options by funds: $467M | Put options by funds: $397M

1.23% more ownership

Funds ownership: 93.88%95.11% (+1.2%)

1% more funds holding

Funds holding: 875885 (+10)

8% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 315

Holders
885
Holders Change
+10
Holders Change %
+1.14%
% of All Funds
19.22%
Holding in Top 10
38
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+65.22%
% of All Funds
0.83%
New
94
Increased
339
Reduced
315
Closed
71
Calls
$467M
Puts
$397M
Net Calls
+$69.8M
Net Calls Change
+$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
801
Capital Investment Advisory Services
North Carolina
$63K +$63.5K +201 +1,340%
O
802
Ossiam
France
$62K +$54.9K +174 New
BEI
803
Benjamin Edwards Inc
Missouri
$61K +$14.8K +47 +38%
APW
804
Acima Private Wealth
Virginia
$55K
CPA
805
Clear Perspective Advisors
Illinois
$55K +$48.6K +154 New
FMP
806
Financial Management Professionals
Texas
$55K +$48.6K +154 New
PFBT
807
Parkside Financial Bank & Trust
Missouri
$52K -$7.58K -24 -14%
SFG
808
SevenBridge Financial Group
Pennsylvania
$52K
TF
809
TimeScale Financial
Massachusetts
$49K +$42.9K +136 New
ClearBridge Investments
810
ClearBridge Investments
New York
$48K
PMFA
811
Plante Moran Financial Advisors
Michigan
$48K
FWM
812
Focused Wealth Management
New York
$46K +$38.2K +121 +1,513%
TL
813
TrueWealth LLC
Georgia
$45K
TFS
814
TrustCore Financial Services
Tennessee
$44K +$38.8K +123 New
SLF
815
Sun Life Financial
Ontario, Canada
$43K -$42.9K -136 -53%
VFA
816
Valeo Financial Advisors
Indiana
$43K +$947 +3 +3%
GEA
817
Glen Eagle Advisors
New Jersey
$39.4K +$316 +1 +0.9%
GRP
818
Global Retirement Partners
California
$39K +$34.7K +110 New
HIIFS
819
Harel Insurance Investments & Financial Services
Israel
$37K +$32.5K +103 New
WAS
820
Winch Advisory Services
Wisconsin
$35K
CFG
821
Citizens Financial Group
Rhode Island
$34K +$11.1K +35 +60%
CJA
822
C-J Advisory
California
$33K
VCM
823
Versant Capital Management
Arizona
$30K -$13.9K -44 -34%
JFGIW
824
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29K
PAI
825
Pittenger & Anderson Inc
Nebraska
$29K

ILMN Hedge Fund Activity: Q2 2019 in Review

885 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q2 2019, worth a combined $50B — up 20% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new ILMN positions and 71 closed out — a net gain of 23 holders — while 339 added to existing stakes and 315 trimmed.

The largest buyer was Nuveen, adding an estimated $733M. The largest seller was Capital International Investors, cutting an estimated $1.01B.

  • 885 institutional investors held Illumina (ILMN) as of Q2 2019, up from 875 in Q1 2019.
  • Funds reported $50B of Illumina stock for Q2 2019, up 20% quarter-over-quarter.
  • 94 funds opened new Illumina positions in Q2 2019 and 71 closed out, a net change of +23 holders.
  • The largest Illumina buyer in Q2 2019 was Nuveen, an estimated $733M added.
  • The largest Illumina seller in Q2 2019 was Capital International Investors, an estimated $1.01B sold.

Based on aggregated 13F filings for Q2 2019.