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Illumina
ILMN

Overview Fund Activity

822 hedge funds and large institutions have $36.6B invested in Illumina in 2020 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 320 increasing their positions, 322 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
822
Holders Change
-65
Holders Change %
-7.33%
% of All Funds
18.16%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.38%
New
70
Increased
320
Reduced
322
Closed
129
Calls
$381M
Puts
$430M
Net Calls
-$49M
Net Calls Change
-$240M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$403M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$320M
3
GIM
Generation Investment Management
United Kingdom
+$298M
4
HL
Harding Loevner
New Jersey
+$199M
5
Select Equity Group
Select Equity Group
New York
+$167M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.03B
2
Jennison Associates
Jennison Associates
New York
-$618M
3
Morgan Stanley
Morgan Stanley
New York
-$204M
4
LPC
Lone Pine Capital
Connecticut
-$172M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
TL
801
TrueWealth LLC
Georgia
$4K -$29.6K -111 -88%
OSNBOA
802
Old Second National Bank of Aurora
Illinois
$4K – – –
PK
803
Pflug Koory
Nebraska
$4K – – –
LWM
804
Lenox Wealth Management
Ohio
$4K +$421 +2 +12%
VCP
805
Verus Capital Partners
Arizona
$3K – – –
BAMG
806
Brand Asset Management Group
Missouri
$2K -$12.3K -37 -86%
TAIM
807
TD Ameritrade Investment Management
Nebraska
$2K -$500 -2 -20%
EWP
808
Engrave Wealth Partners
Texas
$2K – – –
FANJ
809
Financial Architects (New Jersey)
New Jersey
$2K – – –
TFGT
810
TS Financial Group (TSFG)
Illinois
$2K +$571 +2 +40%
JSC
811
Jackson Square Capital
California
$2K +$2K +9 New
OAM
812
Optimal Asset Management
California
$1.2K +$352 +1,324 +41%
SCA
813
Stonebridge Capital Advisors
Minnesota
$1K -$1.2K -6 -55%
AIC
814
Ameritas Investment Company
Nebraska
$1K -$2.5K -5 -71%
SIM
815
Sonora Investment Management
Arizona
$1K – – –
PA
816
Procyon Advisors
Connecticut
$1K – – –
EWM
817
Edge Wealth Management
New York
$1K +$333 +1 +50%
GSWM
818
Golden State Wealth Management
California
$1K +$1K +2 New
PCTC
819
Perkins Coie Trust Company
Washington
$1K +$1K +3 New
PW
820
Price Wealth
Texas
$1K +$1K +5 New
LPC
821
Lone Pine Capital
Connecticut
– -$172M -534,363 Closed
Viking Global Investors
822
Viking Global Investors
Connecticut
– -$136M -420,100 Closed
WRF
823
Waddell & Reed Financial
Kansas
– -$75.8M -234,822 Closed
Coatue Management
824
Coatue Management
New York
– -$55.7M -172,509 Closed
AII
825
AGF Investments Inc
Ontario, Canada
– -$53.5M -165,802 Closed
31 32
33
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