We are live on ! Find out more
ILMN icon

Illumina

985 hedge funds and large institutions have $49.6B invested in Illumina in 2020 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 367 increasing their positions, 319 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 71

75% more funds holding in top 10

Funds holding in top 10: 1221 (+9)

20% more capital invested

Capital invested by funds: $41.4B → $49.6B (+$8.24B)

15% more repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 319

10% more funds holding

Funds holding: 898985 (+87)

0.23% more ownership

Funds ownership: 94.08%94.31% (+0.23%)

10% less call options, than puts

Call options by funds: $592M | Put options by funds: $661M

Holders
985
Holders Change
+87
Holders Change %
+9.69%
% of All Funds
17.43%
Holding in Top 10
21
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+75%
% of All Funds
0.37%
New
172
Increased
367
Reduced
319
Closed
71
Calls
$592M
Puts
$661M
Net Calls
-$68.8M
Net Calls Change
+$56M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
926
BDO Wealth Advisors
Florida
$16K -$7.33K -23 -35%
PWMG
927
Prestige Wealth Management Group
New Jersey
$16K +$1.91K +6 +16%
KTC
928
Kistler-Tiffany Companies
Pennsylvania
$16K +$14.3K +45 New
HFM
929
Harvest Fund Management
China
$16K +$14.7K +46 New
GI
930
Gradient Investments
Minnesota
$15K
HI
931
Human Investing
Oregon
$15K
MGIM
932
M&G Investment Management
United Kingdom
$14.6K +$2.19M +6,862 +20%
GEA
933
Glen Eagle Advisors
New Jersey
$14.4K
Kayne Anderson Rudnick Investment Management
934
Kayne Anderson Rudnick Investment Management
California
$14K -$15M -47,211 -100%
CIA
935
CSat Investment Advisory
Michigan
$13K -$243K -762 -96%
SIM
936
Sonora Investment Management
Arizona
$13K
EFSCE
937
Enterprise Financial Services Corp (EFSC)
Missouri
$13K +$4.46K +14 +67%
PMFA
938
Plante Moran Financial Advisors
Michigan
$12K -$36.7K -115 -78%
EW
939
Evoke Wealth
California
$12K
FRA
940
Front Row Advisors
California
$12K
ADL
941
Asset Dedication LLC
California
$11K
DSC
942
Duncker Streett & Co
Missouri
$11K
RCA
943
Ranch Capital Advisors
Florida
$11K
KPCM
944
Kings Point Capital Management
New York
$11K +$9.88K +31 New
CFFP
945
Center for Financial Planning
Michigan
$10K
IAIM
946
International Assets Investment Management
Florida
$10K +$8.93K +28 New
KFS
947
Kelly Financial Services
Massachusetts
$9.25K
CAL
948
Capital Analysts LLC
Pennsylvania
$9K
TCOV
949
Trust Company of Vermont
Vermont
$9K
MF
950
Manchester Financial
California
$9K +$2.87K +9 +53%

ILMN Hedge Fund Activity: Q4 2020 in Review

985 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q4 2020, worth a combined $49.6B — up 20% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new ILMN positions and 71 closed out — a net gain of 101 holders — while 367 added to existing stakes and 319 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $691M. The largest seller was Massachusetts Financial Services, cutting an estimated $361M.

  • 985 institutional investors held Illumina (ILMN) as of Q4 2020, up from 898 in Q3 2020.
  • Funds reported $49.6B of Illumina stock for Q4 2020, up 20% quarter-over-quarter.
  • 172 funds opened new Illumina positions in Q4 2020 and 71 closed out, a net change of +101 holders.
  • The largest Illumina buyer in Q4 2020 was Baillie Gifford & Co, an estimated $691M added.
  • The largest Illumina seller in Q4 2020 was Massachusetts Financial Services, an estimated $361M sold.

Based on aggregated 13F filings for Q4 2020.