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Illumina

889 hedge funds and large institutions have $45B invested in Illumina in 2019 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 313 increasing their positions, 304 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 48

27% more call options, than puts

Call options by funds: $905M | Put options by funds: $715M

8% more funds holding

Funds holding: 820889 (+69)

8% more capital invested

Capital invested by funds: $41.7B → $45B (+$3.37B)

3% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 304

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.83% less ownership

Funds ownership: 95.8%94.97% (-0.83%)

Holders
889
Holders Change
+69
Holders Change %
+8.41%
% of All Funds
17.52%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
131
Increased
313
Reduced
304
Closed
48
Calls
$905M
Puts
$715M
Net Calls
+$191M
Net Calls Change
+$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
851
NVWM LLC
Pennsylvania
$12K
CI
852
CX Institutional
Indiana
$12K +$10K +33 +1,100%
EFSCE
853
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
BBA
854
Braun-Bostich & Associates
Pennsylvania
$9K +$8.79K +29 New
CFFP
855
Center for Financial Planning
Michigan
$9K +$8.79K +29 New
KFS
856
Kelly Financial Services
Massachusetts
$8.29K
DSC
857
Duncker Streett & Co
Missouri
$8K +$7.58K +25 New
M
858
Mirova
France
$8K +$7.88K +26 New
ACM
859
Anfield Capital Management
California
$8K +$8.79K +29 New
CAL
860
Capital Analysts LLC
Pennsylvania
$7K -$303 -1 -4%
FCA
861
FinTrust Capital Advisors
South Carolina
$7K
EWA
862
Evolution Wealth Advisors
Florida
$7K +$6.67K +22 New
LWM
863
Lenox Wealth Management
Ohio
$6K
AA
864
Advisory Alpha
Michigan
$5.49K -$1.21K -4 -19%
WPA
865
West Paces Advisors
Georgia
$5.31K
OSNBOA
866
Old Second National Bank of Aurora
Illinois
$5K
AssetMark Inc
867
AssetMark Inc
California
$5K +$909 +3 +27%
PK
868
Pflug Koory
Nebraska
$5K +$4.85K +16 New
MCM
869
Manchester Capital Management
Vermont
$4K
SCA
870
Stonebridge Capital Advisors
Minnesota
$4K +$1.82K +6 +120%
WCM
871
Wealthcare Capital Management
Virginia
$4K +$3.64K +12 New
TAIM
872
TD Ameritrade Investment Management
Nebraska
$3K +$2.73K +9 +900%
EWP
873
Engrave Wealth Partners
Texas
$3K +$3.03K +10 New
VCP
874
Verus Capital Partners
Arizona
$3K +$3.03K +10 New
HWM
875
HighMark Wealth Management
Minnesota
$3K +$3.33K +11 New

ILMN Hedge Fund Activity: Q4 2019 in Review

889 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q4 2019, worth a combined $45B — up 8.1% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new ILMN positions and 48 closed out — a net gain of 83 holders — while 313 added to existing stakes and 304 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $259M. The largest seller was Viking Global Investors, cutting an estimated $473M.

  • 889 institutional investors held Illumina (ILMN) as of Q4 2019, up from 820 in Q3 2019.
  • Funds reported $45B of Illumina stock for Q4 2019, up 8.1% quarter-over-quarter.
  • 131 funds opened new Illumina positions in Q4 2019 and 48 closed out, a net change of +83 holders.
  • The largest Illumina buyer in Q4 2019 was AllianceBernstein, an estimated $259M added.
  • The largest Illumina seller in Q4 2019 was Viking Global Investors, an estimated $473M sold.

Based on aggregated 13F filings for Q4 2019.