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Illumina
ILMN

Overview Fund Activity

1,063 hedge funds and large institutions have $62.2B invested in Illumina in 2021 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 408 increasing their positions, 357 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
+22
Holders Change %
+2.11%
% of All Funds
18.56%
Holding in Top 10
27
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+42.11%
% of All Funds
0.47%
New
127
Increased
408
Reduced
357
Closed
96
Calls
$664M
Puts
$715M
Net Calls
-$51.2M
Net Calls Change
-$16.9M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$149M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$126M
3
LPU
Lansdowne Partners (UK)
United Kingdom
+$109M
4
UBS AM
UBS AM
Illinois
+$86.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$86M

Top Sellers

1
Sands Capital Management
Sands Capital Management
Virginia
-$566M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$473M
3
FP
Financial Perspectives
Minnesota
-$266M
4
GIM
Generation Investment Management
United Kingdom
-$119M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
826
Keebeck Wealth Management
Illinois
$273K +$7.38K +16 +3%
PA
827
Pinnacle Associates
New York
$272K -$33.2K -72 -11%
KP
828
Keel Point
Alabama
$272K +$2.3K +5 +0.9%
WP
829
WealthPLAN Partners
Nebraska
$270K +$2.44K +5 +0.9%
CPA
830
Capital Planning Advisors
California
$267K – – –
HWMA
831
Heritage Wealth Management (Arizona)
Arizona
$267K +$38.2K +83 +17%
MCM
832
MAI Capital Management
Ohio
$267K +$267K +581 New
EWA
833
Encompass Wealth Advisors
Oregon
$266K +$266K +579 New
PP
834
Paloma Partners
Connecticut
$265K -$9.73M -21,143 -97%
SWM
835
Spire Wealth Management
Virginia
$264K -$318K -692 -55%
MFG
836
Magnus Financial Group
New York
$264K -$461 -1 -0.2%
LDB
837
Lee, Danner & Bass
Tennessee
$264K – – –
HCMG
838
Howard Capital Management Group
California
$263K +$263K +572 New
BAM
839
Belpointe Asset Management
Nevada
$260K +$105K +229 +68%
FTDI
840
First Trust Direct Indexing
Massachusetts
$259K -$178K -386 -41%
OCM
841
Orion Capital Management
California
$257K – – –
JWCA
842
J.W. Cole Advisors
Florida
$256K +$256K +556 New
SFO
843
Standard Family Office
South Dakota
$255K -$535K -1,160 -68%
BHWM
844
Bar Harbor Wealth Management
New Hampshire
$252K -$2.76K -6 -1%
MCM
845
Mainstay Capital Management
Michigan
$249K – – –
CFG
846
Citizens Financial Group
Rhode Island
$247K -$26.2K -57 -10%
WCF
847
West Coast Financial
California
$247K – – –
DS
848
DRW Securities
Illinois
$247K +$247K +536 New
GVAG
849
Great Valley Advisor Group
Delaware
$246K +$246K +534 New
CA
850
Calton & Associates
Florida
$245K +$245K +531 New
32 33
34
35 36