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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
CYG
876
Clean Yield Group
Vermont
$46K
EP
877
Eudaimonia Partners
Tennessee
$46K
FWM
878
Focused Wealth Management
New York
$46K
CFGS
879
Concourse Financial Group Securities
Alabama
$45K -$452K -1,419 -92%
AS
880
Altshuler Shaham
Israel
$41K -$24.5K -77 -40%
APP
881
Alpha Paradigm Partners
Illinois
$41K +$36.7K +115 New
FBT
882
First Bank & Trust
South Dakota
$40K -$25.5K -80 -42%
TFS
883
TrustCore Financial Services
Tennessee
$39K
CAAS
884
Capital Asset Advisory Services
Michigan
$39K +$34.4K +108 New
CCA
885
Catalyst Capital Advisors
New York
$38K +$33.8K +106 New
CT
886
Caldwell Trust
Florida
$37K
NSIM
887
North Star Investment Management
Illinois
$37K
Simplex Trading
888
Simplex Trading
Illinois
$37K
RFA
889
Reilly Financial Advisors
California
$37K +$13.1K +41 +66%
AFS
890
Annapolis Financial Services
Maryland
$37K +$32.8K +103 New
FCB
891
First Command Bank
Texas
$37K +$32.8K +103 New
FCFS
892
First Command Financial Services
Texas
$37K +$32.8K +103 New
ZB
893
Zions Bancorporation
Utah
$34K +$638 +2 +2%
WAS
894
Winch Advisory Services
Wisconsin
$33K
HWA
895
HHM Wealth Advisors
Tennessee
$33K +$29K +91 New
OSNBOA
896
Old Second National Bank of Aurora
Illinois
$32K
SLF
897
Sun Life Financial
Ontario, Canada
$32K +$319 +1 +1%
CWA
898
Clearview Wealth Advisors
Oregon
$32K +$28.1K +88 New
FPFS
899
First Personal Financial Services
North Carolina
$31K
VCM
900
Versant Capital Management
Arizona
$31K

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.