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Illumina
ILMN

Overview Fund Activity

1,041 hedge funds and large institutions have $50.7B invested in Illumina in 2021 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 383 increasing their positions, 351 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,041
Holders Change
+62
Holders Change %
+6.33%
% of All Funds
18.33%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.33%
New
147
Increased
383
Reduced
351
Closed
77
Calls
$604M
Puts
$639M
Net Calls
-$34.4M
Net Calls Change
+$34.4M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$719M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$614M
3
OCBV
Ownership Capital B.V.
Netherlands
+$202M
4
VAM
Veritas Asset Management
United Kingdom
+$91.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$58.3M

Top Sellers

1
JSP
Jackson Square Partners
California
-$448M
2
Morgan Stanley
Morgan Stanley
New York
-$288M
3
Edgewood Management
Edgewood Management
Connecticut
-$267M
4
GIM
Generation Investment Management
United Kingdom
-$237M
5
Ameriprise
Ameriprise
Minnesota
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
951
Capital Advisory Group Advisory Services
Minnesota
$27K -$240K -631 -90%
AS
952
Altshuler Shaham
Israel
$27K -$16.7K -44 -38%
PO
953
Private Ocean
California
$27K – – –
GWS
954
Glassman Wealth Services
Virginia
$27K +$750 +2 +3%
TWA
955
TCI Wealth Advisors
Arizona
$26K -$110K -292 -81%
RFA
956
Reilly Financial Advisors
California
$26K -$12.8K -34 -33%
EARNEST Partners
957
EARNEST Partners
Georgia
$26K – – –
SSB
958
Sandy Spring Bank
Maryland
$26K +$1.1K +3 +4%
GTAM
959
Global Trust Asset Management
Florida
$25K – – –
LWA
960
Lenox Wealth Advisors
New York
$25K +$368 +1 +1%
AWM
961
Activest Wealth Management
Florida
$24K +$24K +64 New
MPWT
962
MassMutual Private Wealth & Trust
Connecticut
$23K +$5.48K +15 +31%
CAC
963
Certified Advisory Corp
Florida
$23K +$23K +62 New
AIG
964
American International Group
New York
$23K -$764 -2,045 -3%
RG
965
Retirement Group
California
$22K – – –
RWB
966
RMR Wealth Builders
New Jersey
$21K – – –
CCM
967
Covington Capital Management
California
$20K +$755 +2 +4%
ACA
968
Atlas Capital Advisors
Wyoming
$19.2K +$19.2K +51 New
GI
969
Gradient Investments
Minnesota
$19K – – –
JFGIW
970
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K – – –
TCWM
971
Total Clarity Wealth Management
Illinois
$19K +$19K +51 New
MGIM
972
M&G Investment Management
United Kingdom
$18.1K +$2.94K +7,877 +19%
PWMG
973
Prestige Wealth Management Group
New Jersey
$18K +$2.2K +6 +14%
EFSCE
974
Enterprise Financial Services Corp (EFSC)
Missouri
$18K +$4.6K +12 +34%
CWP
975
Concord Wealth Partners
Virginia
$18K +$18K +48 New
37 38
39
40 41