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Illumina

985 hedge funds and large institutions have $49.6B invested in Illumina in 2020 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 367 increasing their positions, 319 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 71

75% more funds holding in top 10

Funds holding in top 10: 1221 (+9)

20% more capital invested

Capital invested by funds: $41.4B → $49.6B (+$8.24B)

15% more repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 319

10% more funds holding

Funds holding: 898985 (+87)

0.23% more ownership

Funds ownership: 94.08%94.31% (+0.23%)

10% less call options, than puts

Call options by funds: $592M | Put options by funds: $661M

Holders
985
Holders Change
+87
Holders Change %
+9.69%
% of All Funds
17.43%
Holding in Top 10
21
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+75%
% of All Funds
0.37%
New
172
Increased
367
Reduced
319
Closed
71
Calls
$592M
Puts
$661M
Net Calls
-$68.8M
Net Calls Change
+$56M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
826
Belpointe Asset Management
Nevada
$148K -$319 -1 -0.2%
FPA
827
First Pacific Advisors
California
$136K -$4.14K -13 -3%
TWA
828
TCI Wealth Advisors
Arizona
$130K +$638 +2 +0.6%
NR
829
Newfound Research
Massachusetts
$127K +$79.4K +249 +239%
NC
830
NewSquare Capital
Pennsylvania
$122K
JWA
831
JFS Wealth Advisors
Pennsylvania
$111K +$98.2K +308 New
DWA
832
Dougherty Wealth Advisers
Minnesota
$110K
HI
833
Hudock Inc
Pennsylvania
$110K
BCA
834
Berman Capital Advisors
Georgia
$108K +$24.9K +78 +35%
FHA
835
First Horizon Advisors
Tennessee
$107K -$28.4K -89 -23%
Credit Agricole
836
Credit Agricole
France
$102K -$70.4K -221 -44%
HFM
837
Hartford Financial Management
Connecticut
$102K
CA
838
Clearstead Advisors
Ohio
$101K +$30.9K +97 +53%
EI
839
Ellevest Inc
New York
$100K +$14.7K +46 +20%
ARMC
840
American Research & Management Company
Massachusetts
$96K
TFM
841
TFC Financial Management
Massachusetts
$95K +$5.42K +17 +7%
OIA
842
Optimum Investment Advisors
Illinois
$93K
SC
843
Sculptor Capital
New York
$91K -$2.89M -9,057 -97%
PFO
844
Pathstone Family Office
New Jersey
$90K +$56.7K +178 +247%
IA
845
IFP Advisors
Florida
$88K +$14K +44 +21%
VCG
846
Vantage Consulting Group
Virginia
$85K +$75.5K +237 New
VFA
847
Valeo Financial Advisors
Indiana
$80K +$6.38K +20 +10%
FFA
848
Freedman Financial Associates
Massachusetts
$80K +$70.4K +221 New
BWM
849
BerganKDV Wealth Management
Minnesota
$79K -$1.27K -4 -2%
HIA
850
Harbor Investment Advisory
Maryland
$79K +$28.4K +89 +68%

ILMN Hedge Fund Activity: Q4 2020 in Review

985 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q4 2020, worth a combined $49.6B — up 20% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new ILMN positions and 71 closed out — a net gain of 101 holders — while 367 added to existing stakes and 319 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $691M. The largest seller was Massachusetts Financial Services, cutting an estimated $361M.

  • 985 institutional investors held Illumina (ILMN) as of Q4 2020, up from 898 in Q3 2020.
  • Funds reported $49.6B of Illumina stock for Q4 2020, up 20% quarter-over-quarter.
  • 172 funds opened new Illumina positions in Q4 2020 and 71 closed out, a net change of +101 holders.
  • The largest Illumina buyer in Q4 2020 was Baillie Gifford & Co, an estimated $691M added.
  • The largest Illumina seller in Q4 2020 was Massachusetts Financial Services, an estimated $361M sold.

Based on aggregated 13F filings for Q4 2020.