We are live on ! Find out more
ILMN icon

Illumina

818 hedge funds and large institutions have $19.8B invested in Illumina in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 251 increasing their positions, 359 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less call options, than puts

Call options by funds: $267M | Put options by funds: $274M

1.75% less ownership

Funds ownership: 95.52%93.77% (-1.8%)

9% less funds holding

Funds holding: 895818 (-77)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

28% less capital invested

Capital invested by funds: $27.6B → $19.8B (-$7.76B)

30% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 359

45% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 144

Holders
818
Holders Change
-77
Holders Change %
-8.6%
% of All Funds
12.98%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
79
Increased
251
Reduced
359
Closed
144
Calls
$267M
Puts
$274M
Net Calls
-$6.46M
Net Calls Change
-$34.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
901
Mission Wealth Management
California
-$238K -1,306 Closed
HI
902
HBK Investments
Texas
-$237K -1,299 Closed
FHA
903
Flagship Harbor Advisors
Massachusetts
-$237K -1,298 Closed
P
904
Pitcairn
Pennsylvania
-$237K -1,297 Closed
BFC
905
Bedel Financial Consulting
Indiana
-$234K -1,282 Closed
KFGK
906
Keystone Financial Group (Kentucky)
Kentucky
-$234K -1,281 Closed
KIA
907
KCM Investment Advisors
California
-$226K -1,240 Closed
BBW
908
Blue Barn Wealth
Utah
-$226K -1,238 Closed
IIM
909
Ironwood Investment Management
Massachusetts
-$226K -1,238 Closed
WA
910
Wealth Alliance
New York
-$224K -1,229 Closed
MCG
911
McCollum Christoferson Group
New York
-$224K -1,228 Closed
BSW
912
Buckingham Strategic Wealth
Missouri
-$222K -1,219 Closed
BCA
913
Bay Colony Advisors
Massachusetts
-$222K -1,216 Closed
GA
914
Geller Advisors
New York
-$217K -1,191 Closed
CPIG
915
Chicago Partners Investment Group
Illinois
-$216K -1,170 Closed
TAM
916
Trillium Asset Management
Massachusetts
-$212K -1,164 Closed
PCM
917
Presidio Capital Management
California
-$211K -1,154 Closed
AC
918
AlphaCore Capital
California
-$209K -1,147 Closed
SC
919
Sonen Capital
California
-$209K -1,145 Closed
DC
920
Davenport & Co
Virginia
-$207K -1,136 Closed
EF
921
Empowered Funds
Pennsylvania
-$207K -1,133 Closed
MOS
922
MGO One Seven
Ohio
-$207K -1,133 Closed
CT
923
Chicago Trust
Illinois
-$205K -1,122 Closed
GC
924
GFG Capital
Florida
-$204K -1,119 Closed
PCIG
925
Partners Capital Investment Group
Massachusetts
-$204K -1,117 Closed

ILMN Hedge Fund Activity: Q3 2023 in Review

818 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q3 2023, worth a combined $19.8B — down 28% from $27.6B a quarter earlier.

Sellers outnumbered buyers: 144 funds closed out of ILMN and 79 opened new positions — a net loss of 65 holders — while 359 trimmed existing stakes and 251 added.

The largest buyer was Vanguard Group, adding an estimated $395M. The largest seller was Morgan Stanley, cutting an estimated $674M.

  • 818 institutional investors held Illumina (ILMN) as of Q3 2023, down from 895 in Q2 2023.
  • Funds reported $19.8B of Illumina stock for Q3 2023, down 28% quarter-over-quarter.
  • 79 funds opened new Illumina positions in Q3 2023 and 144 closed out, a net change of -65 holders.
  • The largest Illumina buyer in Q3 2023 was Vanguard Group, an estimated $395M added.
  • The largest Illumina seller in Q3 2023 was Morgan Stanley, an estimated $674M sold.

Based on aggregated 13F filings for Q3 2023.