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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 %
HB
826
Homrich & Berg
Georgia
$237K -$15.4K -41 -6%
PI
827
Putnam Investments
Massachusetts
$237K -$4.49K -12 -2%
BTW
828
Boston Trust Walden
Massachusetts
$236K -$202K -540 -46%
ATPW
829
Ashton Thomas Private Wealth
Arizona
$232K +$232K +621 New
JIP
830
Jaffetilchin Investment Partners
Florida
$231K -$10.1K -27 -4%
WTC
831
WhitTier Trust Company
Nevada
$231K – – –
WCA
832
Westover Capital Advisors
Delaware
$230K – – –
OGC
833
Oak Grove Capital
New Hampshire
$230K +$230K +617 New
CAM
834
Carret Asset Management
New York
$229K +$5.99K +16 +3%
MC
835
Miramar Capital
Illinois
$225K -$30.6K -82 -12%
CIC
836
Carnegie Investment Counsel
Ohio
$225K – – –
SS
837
Simplicity Solutions
Minnesota
$224K -$65.1K -174 -23%
CFG
838
Citizens Financial Group
Rhode Island
$222K +$222K +594 New
CA
839
Cetera Advisors
Colorado
$220K +$220K +588 New
KP
840
Keel Point
Alabama
$219K +$219K +586 New
KFC
841
Klingenstein Fields & Co
New York
$217K -$208K -556 -49%
CPA
842
Capital Planning Advisors
California
$217K +$217K +581 New
AWA
843
Arkadios Wealth Advisors
Georgia
$216K -$35.8K -96 -14%
KWM
844
Keebeck Wealth Management
Illinois
$215K +$215K +576 New
MFG
845
Magnus Financial Group
New York
$214K -$54.8K -147 -20%
LDB
846
Lee, Danner & Bass
Tennessee
$214K – – –
AIM
847
Arcadia Investment Management
Michigan
$211K -$419K -1,121 -66%
OWP
848
Obermeyer Wealth Partners
Colorado
$211K -$38.5K -103 -15%
JIC
849
Joel Isaacson & Co
New York
$211K +$211K +565 New
OCM
850
Orion Capital Management
California
$209K – – –
32 33
34
35 36