We are live on ! Find out more
ILMN icon

Illumina

820 hedge funds and large institutions have $41.7B invested in Illumina in 2019 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 321 increasing their positions, 318 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $728M | Put options by funds: $560M

1% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 318

0.7% more ownership

Funds ownership: 95.11%95.8% (+0.7%)

7% less funds holding

Funds holding: 885820 (-65)

17% less capital invested

Capital invested by funds: $50B → $41.7B (-$8.29B)

50% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 127

50% less funds holding in top 10

Funds holding in top 10: 3819 (-19)

Holders
820
Holders Change
-65
Holders Change %
-7.34%
% of All Funds
17.98%
Holding in Top 10
19
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-50%
% of All Funds
0.42%
New
64
Increased
321
Reduced
318
Closed
127
Calls
$728M
Puts
$560M
Net Calls
+$167M
Net Calls Change
+$97.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AMCA
801
Arthur M. Cohen & Associates
Illinois
$3.44K +$66.6K +226 +2%
BL
802
Balentine LLC
Georgia
$3K -$2.65K -9 -47%
AssetMark Inc
803
AssetMark Inc
California
$3K
PFO
804
Pathstone Family Office
New Jersey
$3K
AIC
805
Ameritas Investment Company
Nebraska
$2K -$223K -757 -99%
FANJ
806
Financial Architects (New Jersey)
New Jersey
$2K
GWMIA
807
Global Wealth Management Investment Advisory
Florida
$2K
SIM
808
Sonora Investment Management
Arizona
$2K
SCA
809
Stonebridge Capital Advisors
Minnesota
$2K
TFGT
810
TS Financial Group (TSFG)
Illinois
$2K
PWP
811
Personal Wealth Partners
Minnesota
$2K +$1.77K +6 New
PFGIA
812
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$927K -3,144 -100%
BWP
813
Baldwin Wealth Partners
Massachusetts
$1K -$145K -492 -100%
CI
814
CX Institutional
Indiana
$1K -$8.84K -30 -91%
GSWM
815
Golden State Wealth Management
California
$1K
WWM
816
Willingdon Wealth Management
North Carolina
$1K +$884 +3 New
GT
817
Glenmede Trust
Pennsylvania
$965 -$279K -945 -22%
Winslow Capital Management
818
Winslow Capital Management
Minnesota
-$380M -1,062,381 Closed
Capital International Investors
819
Capital International Investors
California
-$313M -873,696 Closed
Arrowstreet Capital
820
Arrowstreet Capital
Massachusetts
-$69.2M -193,347 Closed
DFO
821
Duquesne Family Office
New York
-$62.9M -175,582 Closed
O
822
OrbiMed
New York
-$51.6M -144,126 Closed
USAA
823
United Services Automobile Association
Texas
-$50.3M -140,474 Closed
EAM
824
Eagle Asset Management
Florida
-$39M -108,810 Closed
RI
825
RTW Investments
New York
-$30.2M -84,296 Closed

ILMN Hedge Fund Activity: Q3 2019 in Review

820 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q3 2019, worth a combined $41.7B — down 17% from $50B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of ILMN and 64 opened new positions — a net loss of 63 holders — while 318 trimmed existing stakes and 321 added.

The largest buyer was Capital Research Global Investors, adding an estimated $424M. The largest seller was Winslow Capital Management, exiting entirely with an estimated $380M sold.

  • 820 institutional investors held Illumina (ILMN) as of Q3 2019, down from 885 in Q2 2019.
  • Funds reported $41.7B of Illumina stock for Q3 2019, down 17% quarter-over-quarter.
  • 64 funds opened new Illumina positions in Q3 2019 and 127 closed out, a net change of -63 holders.
  • The largest Illumina buyer in Q3 2019 was Capital Research Global Investors, an estimated $424M added.
  • The largest Illumina seller in Q3 2019 was Winslow Capital Management, an estimated $380M sold.

Based on aggregated 13F filings for Q3 2019.