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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 %
BDWM
976
Brewin Dolphin Wealth Management
Ireland
$17.3K +$17.3K +46 New
FBT
977
First Bank & Trust
South Dakota
$17K -$25.5K -66 -60%
BWL
978
Bogart Wealth LLC
Virginia
$17K -$739 -2 -4%
KTC
979
Kistler-Tiffany Companies
Pennsylvania
$17K – – –
LWP
980
Lumature Wealth Partners
Georgia
$17K +$17K +45 New
HI
981
Human Investing
Oregon
$15K – – –
FP
982
Fiduciary Planning
Florida
$15K +$15K +39 New
OAJ
983
Ogorek Anthony Joseph
New York
$15K +$15K +41 New
LFG
984
Larson Financial Group
Missouri
$15K +$15K +41 New
GEA
985
Glen Eagle Advisors
New Jersey
$15K – – –
Nisa Investment Advisors
986
Nisa Investment Advisors
Missouri
$14.9K -$499 -1,336 -3%
FRA
987
Front Row Advisors
California
$14K +$1.51K +4 +12%
CIA
988
CSat Investment Advisory
Michigan
$13K – – –
SIM
989
Sonora Investment Management
Arizona
$13K – – –
RA
990
Resolute Advisors
California
$13K +$11.5K +31 +775%
DSC
991
Duncker Streett & Co
Missouri
$12K – – –
KPCM
992
Kings Point Capital Management
New York
$12K – – –
PMFA
993
Plante Moran Financial Advisors
Michigan
$12K – – –
TCOV
994
Trust Company of Vermont
Vermont
$12K +$3K +8 +33%
Jones Financial Companies
995
Jones Financial Companies
Missouri
$12K +$12K +31 New
GWSG
996
GPS Wealth Strategies Group
Colorado
$12K +$12K +33 New
TWM
997
Tradition Wealth Management
Minnesota
$11K -$48.4K -132 -81%
CFFP
998
Center for Financial Planning
Michigan
$11K – – –
RCA
999
Ranch Capital Advisors
Florida
$11K – – –
MF
1000
Manchester Financial
California
$10K – – –
38 39
40
41 42