We are live on ! Find out more
ILMN icon

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
MSE
901
MUFG Securities EMEA
United Kingdom
-$1.17M -3,943 Closed
LMIM
902
Lockheed Martin Investment Management
Maryland
-$903K -3,053 Closed
SLWS
903
Swaine & Leidel Wealth Services
Florida
-$285K -2,468 Closed
SRAM
904
Stone Ridge Asset Management
New York
-$635K -2,146 Closed
EP
905
Edgestream Partners
New Jersey
-$614K -2,073 Closed
NA
906
NewEdge Advisors
Louisiana
-$569K -1,923 Closed
FSA
907
Franklin Street Advisors
North Carolina
-$557K -1,881 Closed
JWM
908
Jupiter Wealth Management
Colorado
-$369K -1,247 Closed
BCA
909
Bay Colony Advisors
Massachusetts
-$352K -1,190 Closed
CG
910
Colony Group
Massachusetts
-$311K -1,051 Closed
CWA
911
Clarus Wealth Advisors
Arizona
-$304K -1,028 Closed
TNB
912
TCF National Bank
South Dakota
-$290K -980 Closed
SLG
913
Stanley-Laman Group
Pennsylvania
-$258K -872 Closed
CIC
914
Carnegie Investment Counsel
Ohio
-$236K -797 Closed
CT
915
Coastline Trust
Rhode Island
-$236K -797 Closed
LP
916
LMR Partners
United Kingdom
-$236K -797 Closed
SCP
917
Stamos Capital Partners
California
-$235K -794 Closed
FA
918
FDx Advisors
Illinois
-$219K -739 Closed
OGC
919
Oak Grove Capital
New Hampshire
-$213K -720 Closed
WI
920
Wintrust Investments
Illinois
-$232K -720 Closed
HAG
921
HighPoint Advisor Group
Illinois
-$166K -585 Closed
PAM
922
Paradigm Asset Management
New York
-$91.3K -308 Closed
JIR
923
James Investment Research
Ohio
-$85K -288 Closed
CIAS
924
Capital Investment Advisory Services
North Carolina
-$57K -191 Closed
CJA
925
C-J Advisory
California
-$27K -93 Closed

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.