We are live on ! Find out more
ILMN icon

Illumina

911 hedge funds and large institutions have $25.1B invested in Illumina in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 345 increasing their positions, 345 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 345

0.35% less ownership

Funds ownership: 89.95%89.6% (-0.35%)

12% less funds holding

Funds holding: 1,041911 (-130)

28% less call options, than puts

Call options by funds: $228M | Put options by funds: $319M

47% less capital invested

Capital invested by funds: $47.5B → $25.1B (-$22.4B)

57% less funds holding in top 10

Funds holding in top 10: 2310 (-13)

59% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 194

Holders
911
Holders Change
-130
Holders Change %
-12.49%
% of All Funds
15.35%
Holding in Top 10
10
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-56.52%
% of All Funds
0.17%
New
80
Increased
345
Reduced
345
Closed
194
Calls
$228M
Puts
$319M
Net Calls
-$90.4M
Net Calls Change
-$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
876
Money Concepts Capital
Florida
$2K -$65.1K -255 -96%
TWA
877
TCI Wealth Advisors
Arizona
$2K -$9.7K -38 -76%
EC
878
Elequin Capital
New York
$2K -$3.32K -13 -59%
APC
879
Aspire Private Capital
North Carolina
$2K
AWM
880
Atticus Wealth Management
Florida
$2K
CB
881
CNB Bank
Pennsylvania
$2K
CAM
882
Costello Asset Management
Pennsylvania
$2K
LFA
883
Level Financial Advisors
New York
$2K
PFGIA
884
Patriot Financial Group Insurance Agency
Massachusetts
$2K
SL
885
Savior LLC
Massachusetts
$2K
SWM
886
Sugarloaf Wealth Management
Georgia
$2K
CMP
887
Coston McIsaac & Partners
Maine
$2K +$2.81K +11 New
LF
888
Lee Financial
Texas
$2K +$3.32K +13 New
AFG
889
Albion Financial Group
Utah
$1K -$1.02K -4 -57%
CWM
890
Curi Wealth Management
North Carolina
$1K -$766 -3 -50%
AIP
891
Ahrens Investment Partners
Louisiana
$1K
CWM
892
Cedar Wealth Management
California
$1K
COCM
893
Charter Oak Capital Management
New Hampshire
$1K
DI
894
Disciplined Investments
Oklahoma
$1K
Jones Financial Companies
895
Jones Financial Companies
Missouri
$1K
KFP
896
KB Financial Partners
New Jersey
$1K
SCA
897
Stonebridge Capital Advisors
Minnesota
$1K
TSW
898
Thompson Siegel & Walmsley
Virginia
$1K
TFGT
899
TS Financial Group (TSFG)
Illinois
$1K
SC
900
Schubert & Co
Texas
$1K +$255 +1 +25%

ILMN Hedge Fund Activity: Q2 2022 in Review

911 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q2 2022, worth a combined $25.1B — down 47% from $47.5B a quarter earlier.

Sellers outnumbered buyers: 194 funds closed out of ILMN and 80 opened new positions — a net loss of 114 holders — while 345 trimmed existing stakes and 345 added.

The largest buyer was Morgan Stanley, adding an estimated $255M. The largest seller was Sustainable Growth Advisers, exiting entirely with an estimated $411M sold.

  • 911 institutional investors held Illumina (ILMN) as of Q2 2022, down from 1,041 in Q1 2022.
  • Funds reported $25.1B of Illumina stock for Q2 2022, down 47% quarter-over-quarter.
  • 80 funds opened new Illumina positions in Q2 2022 and 194 closed out, a net change of -114 holders.
  • The largest Illumina buyer in Q2 2022 was Morgan Stanley, an estimated $255M added.
  • The largest Illumina seller in Q2 2022 was Sustainable Growth Advisers, an estimated $411M sold.

Based on aggregated 13F filings for Q2 2022.