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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 %
POIA
876
Pin Oak Investment Advisors
Texas
$134K -$33.6K -90 -20%
JWA
877
JFS Wealth Advisors
Pennsylvania
$129K +$14.2K +38 +12%
SOW
878
State of Wyoming
Wyoming
$129K +$129K +344 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
879
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$128K -$818K -2,192 -86%
NC
880
NewSquare Capital
Pennsylvania
$127K – – –
GWM
881
Geneos Wealth Management
Colorado
$127K +$1.52K +4 +1%
BAM
882
Belpointe Asset Management
Nevada
$126K -$27.8K -74 -18%
M
883
MOTCO
Texas
$125K -$34.4K -92 -22%
BCA
884
Berman Capital Advisors
Georgia
$119K +$7.41K +20 +7%
IA
885
IFP Advisors
Florida
$119K +$26.2K +71 +28%
KFI
886
Key Financial Inc
Pennsylvania
$119K +$115K +309 +3,090%
FHA
887
First Horizon Advisors
Tennessee
$117K +$7.01K +19 +6%
EI
888
Ellevest Inc
New York
$116K +$11.3K +30 +11%
SBSB
889
Sullivan, Bruyette, Speros & Blaney
Virginia
$115K -$132K -352 -53%
HI
890
Hudock Inc
Pennsylvania
$114K – – –
DWA
891
Dougherty Wealth Advisers
Minnesota
$114K – – –
CA
892
Clearstead Advisors
Ohio
$110K +$5.22K +14 +5%
HFM
893
Hartford Financial Management
Connecticut
$106K – – –
BFEC
894
Benjamin F. Edwards & Company
Missouri
$105K +$42.1K +113 +67%
ARMC
895
American Research & Management Company
Massachusetts
$99K – – –
TFM
896
TFC Financial Management
Massachusetts
$98K – – –
HFM
897
Harvest Fund Management
China
$97K +$79.9K +215 +467%
OIA
898
Optimum Investment Advisors
Illinois
$96K – – –
FHC
899
First Horizon Corporation
Tennessee
$94K +$18.3K +49 +24%
VFA
900
Valeo Financial Advisors
Indiana
$86K +$2.25K +6 +3%
34 35
36
37 38