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Illumina

889 hedge funds and large institutions have $45B invested in Illumina in 2019 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 313 increasing their positions, 304 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 48

27% more call options, than puts

Call options by funds: $905M | Put options by funds: $715M

8% more funds holding

Funds holding: 820889 (+69)

8% more capital invested

Capital invested by funds: $41.7B → $45B (+$3.37B)

3% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 304

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.83% less ownership

Funds ownership: 95.8%94.97% (-0.83%)

Holders
889
Holders Change
+69
Holders Change %
+8.41%
% of All Funds
17.52%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
131
Increased
313
Reduced
304
Closed
48
Calls
$905M
Puts
$715M
Net Calls
+$191M
Net Calls Change
+$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
801
Americana Partners
Texas
$37K +$35.5K +117 New
EI
802
Ellevest Inc
New York
$36K +$25.8K +85 +327%
TFS
803
TrustCore Financial Services
Tennessee
$35K -$6.37K -21 -16%
GRP
804
Global Retirement Partners
California
$35K +$1.51K +5 +5%
CT
805
Caldwell Trust
Florida
$33.2K +$31.2K +103 New
NSIM
806
North Star Investment Management
Illinois
$33K -$606 -2 -2%
HIA
807
Harbor Investment Advisory
Maryland
$33K +$31.2K +103 New
TA
808
TFG Advisers
Michigan
$33K +$31.2K +103 New
TCWM
809
Total Clarity Wealth Management
Illinois
$33K +$31.2K +103 New
SL
810
Savior LLC
Massachusetts
$31K +$29.1K +96 New
FPFS
811
First Personal Financial Services
North Carolina
$30K -$39.4K -130 -58%
WAS
812
Winch Advisory Services
Wisconsin
$30K
SLF
813
Sun Life Financial
Ontario, Canada
$29K -$10.6K -35 -28%
WAP
814
Wealthcare Advisory Partners
Pennsylvania
$29K +$5.15K +17 +24%
SQA
815
Simon Quick Advisors
New Jersey
$28K -$4.24K -14 -14%
Credit Agricole
816
Credit Agricole
France
$28K +$26.4K +87 New
VFA
817
Valeo Financial Advisors
Indiana
$27K -$6.06K -20 -19%
JFGIW
818
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K
PAI
819
Pittenger & Anderson Inc
Nebraska
$27K
VCM
820
Versant Capital Management
Arizona
$27K
NIM
821
NuWave Investment Management
New Jersey
$26K +$9.4K +31 +62%
1NWS
822
1 North Wealth Services
Maryland
$26K +$24.6K +81 New
CCM
823
Covington Capital Management
California
$25K +$7.88K +26 +51%
EARNEST Partners
824
EARNEST Partners
Georgia
$23K
1W
825
1776 Wealth
Georgia
$23K +$22.1K +73 New

ILMN Hedge Fund Activity: Q4 2019 in Review

889 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q4 2019, worth a combined $45B — up 8.1% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new ILMN positions and 48 closed out — a net gain of 83 holders — while 313 added to existing stakes and 304 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $259M. The largest seller was Viking Global Investors, cutting an estimated $473M.

  • 889 institutional investors held Illumina (ILMN) as of Q4 2019, up from 820 in Q3 2019.
  • Funds reported $45B of Illumina stock for Q4 2019, up 8.1% quarter-over-quarter.
  • 131 funds opened new Illumina positions in Q4 2019 and 48 closed out, a net change of +83 holders.
  • The largest Illumina buyer in Q4 2019 was AllianceBernstein, an estimated $259M added.
  • The largest Illumina seller in Q4 2019 was Viking Global Investors, an estimated $473M sold.

Based on aggregated 13F filings for Q4 2019.