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Illumina
ILMN

Overview Fund Activity

1,041 hedge funds and large institutions have $50.7B invested in Illumina in 2021 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 383 increasing their positions, 351 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,041
Holders Change
+62
Holders Change %
+6.33%
% of All Funds
18.33%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.33%
New
147
Increased
383
Reduced
351
Closed
77
Calls
$604M
Puts
$639M
Net Calls
-$34.4M
Net Calls Change
+$34.4M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$719M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$614M
3
OCBV
Ownership Capital B.V.
Netherlands
+$202M
4
VAM
Veritas Asset Management
United Kingdom
+$91.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$58.3M

Top Sellers

1
JSP
Jackson Square Partners
California
-$448M
2
Morgan Stanley
Morgan Stanley
New York
-$288M
3
Edgewood Management
Edgewood Management
Connecticut
-$267M
4
GIM
Generation Investment Management
United Kingdom
-$237M
5
Ameriprise
Ameriprise
Minnesota
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
801
Tarbox Family Office
California
$267K – – –
FRM
802
Fox Run Management
Connecticut
$267K +$267K +714 New
BWP
803
BSW Wealth Partners
Colorado
$266K +$266K +712 New
RIL
804
Rothschild Investment LLC
Illinois
$265K +$28.7K +77 +12%
AWM
805
Altium Wealth Management
New York
$265K +$44.5K +119 +20%
IEFM
806
IQ EQ Fund Management
Ireland
$264K – – –
DWT
807
Dorsey & Whitney Trust
South Dakota
$262K +$262K +701 New
CWM
808
Connecticut Wealth Management
Connecticut
$260K +$260K +697 New
CFG
809
Cooper Financial Group
California
$259K -$194K -518 -43%
HIP
810
HUB Investment Partners
Texas
$258K +$258K +691 New
AC
811
Avestar Capital
New York
$254K -$84.8K -215 -25%
MS
812
Mizuho Securities
Japan
$253K +$222K +596 +727%
KMWM
813
Keudell/Morrison Wealth Management
Oregon
$252K -$14.2K -38 -5%
CSIC
814
Clifford Swan Investment Counsel
California
$250K – – –
MWM
815
Mission Wealth Management
California
$250K +$374 +1 +0.1%
LCM
816
LCM Capital Management
Illinois
$247K -$14.9K -40 -6%
PA
817
Pinnacle Associates
New York
$247K +$247K +662 New
SWM
818
SeaCrest Wealth Management
New York
$246K -$140K -375 -36%
FF
819
FourThought Financial
Florida
$246K -$22.7K -61 -8%
FCI
820
Financial Counselors Inc
Kansas
$245K -$53.5K -143 -18%
DADC
821
D.A. Davidson & Co
Montana
$245K +$245K +655 New
GCP
822
GSA Capital Partners
United Kingdom
$245K +$245K +657 New
TPWA
823
TRUE Private Wealth Advisors
Oregon
$243K – – –
KPW
824
Kore Private Wealth
New York
$243K +$243K +651 New
FT
825
Fiduciary Trust
Massachusetts
$238K – – –
31 32
33
34 35