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Illumina
ILMN

Overview Fund Activity

1,060 hedge funds and large institutions have $51.7B invested in Illumina in 2021 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 433 increasing their positions, 340 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,060
Holders Change
-7
Holders Change %
-0.66%
% of All Funds
16.37%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.32%
New
130
Increased
433
Reduced
340
Closed
119
Calls
$634M
Puts
$673M
Net Calls
-$39M
Net Calls Change
+$148M

Top Buyers

1
Edgewood Management
Edgewood Management
Connecticut
+$699M
2
BlackRock
BlackRock
New York
+$212M
3
Citadel Advisors
Citadel Advisors
Florida
+$192M
4
State Street
State Street
Massachusetts
+$170M
5
Select Equity Group
Select Equity Group
New York
+$157M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$460M
2
JJ
Johnson & Johnson
New Jersey
-$329M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$159M
4
MM
MWG Management
British Virgin Islands
-$137M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
901
Confluence Wealth Services
Pennsylvania
$88K +$88K +240 New
BWM
902
Baystate Wealth Management
Massachusetts
$85K +$8.87K +24 +12%
BWM
903
BerganKDV Wealth Management
Minnesota
$83K -$13.7K -37 -14%
FFA
904
Freedman Financial Associates
Massachusetts
$82K – – –
IA
905
IFP Advisors
Florida
$81K +$4.13K +11 +5%
GWM
906
Geneos Wealth Management
Colorado
$79K +$5.85K +16 +8%
QC
907
Quent Capital
New York
$78K +$78K +210 New
LWANC
908
Laurel Wealth Advisors (North Carolina)
North Carolina
$77K – – –
SSB
909
Sandy Spring Bank
Maryland
$74K +$38.1K +103 +106%
HI
910
Harbour Investments
Wisconsin
$73K -$90.7K -246 -55%
CFA
911
Carroll Financial Associates
North Carolina
$69K -$371 -1 -0.5%
ST
912
Smithfield Trust
Pennsylvania
$69K – – –
BCPWM
913
Bradley & Co Private Wealth Management
Florida
$69K +$69K +186 New
EBA
914
Eagle Bay Advisors
New York
$64K +$28.5K +77 +80%
MPWT
915
MassMutual Private Wealth & Trust
Connecticut
$64K +$33.8K +92 +112%
DMBA
916
Deseret Mutual Benefit Administrators
Utah
$61K +$26.5K +72 +77%
POIA
917
Pin Oak Investment Advisors
Texas
$60K – – –
EWM
918
Endurance Wealth Management
Rhode Island
$59K – – –
CA
919
Cornerstone Advisory
Maryland
$59K +$59K +158 New
APW
920
Acima Private Wealth
Virginia
$57K – – –
Credit Agricole
921
Credit Agricole
France
$53K – – –
GWS
922
Glassman Wealth Services
Virginia
$53K +$17.9K +48 +51%
FWM
923
Focused Wealth Management
New York
$51K – – –
Manulife (Manufacturers Life Insurance)
924
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50.6K -$2K -5,391 -4%
WB
925
West Bancorporation
Iowa
$50K +$50K +136 New
35 36
37
38 39