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Illumina

1,066 hedge funds and large institutions have $51.7B invested in Illumina in 2021 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 436 increasing their positions, 341 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 341

10% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 119

1% less funds holding

Funds holding: 1,0721,066 (-6)

6% less call options, than puts

Call options by funds: $634M | Put options by funds: $673M

4.43% less ownership

Funds ownership: 94.31%89.88% (-4.4%)

5% less capital invested

Capital invested by funds: $54.5B → $51.7B (-$2.77B)

19% less funds holding in top 10

Funds holding in top 10: 2621 (-5)

Holders
1,066
Holders Change
-6
Holders Change %
-0.56%
% of All Funds
16.41%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.32%
New
131
Increased
436
Reduced
341
Closed
119
Calls
$634M
Puts
$673M
Net Calls
-$39M
Net Calls Change
+$148M
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
976
Delos Wealth Advisors
Texas
$22K +$22.7K +60 New
ACA
977
Atlas Capital Advisors
Wyoming
$21.3K -$341K -900 -94%
KTC
978
Kistler-Tiffany Companies
Pennsylvania
$21K
MP
979
McDonald Partners
Ohio
$19.4K -$3.11M -8,215 -99%
ACM
980
Absolute Capital Management
Pennsylvania
$19.4K +$19.7K +52 New
JWA
981
JFS Wealth Advisors
Pennsylvania
$19K -$120K -317 -86%
GI
982
Gradient Investments
Minnesota
$19K
IRC
983
Investors Research Corp
Georgia
$19K
JFGIW
984
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K
KPCM
985
Kings Point Capital Management
New York
$19K
PCG
986
Private Capital Group
Connecticut
$19K
PO
987
Private Ocean
California
$19K
LFG
988
Larson Financial Group
Missouri
$19K +$8.34K +22 +73%
C
989
Covestor
United Kingdom
$18K +$18.6K +49 New
ADL
990
Asset Dedication LLC
California
$17K -$4.55K -12 -21%
PWMG
991
Prestige Wealth Management Group
New Jersey
$17K -$379 -1 -2%
BDWM
992
Brewin Dolphin Wealth Management
Ireland
$17K
CCA
993
Column Capital Advisors
Indiana
$16K -$2.27K -6 -12%
GEA
994
Glen Eagle Advisors
New Jersey
$14.8K
RWA
995
RGT Wealth Advisors
Texas
$14K +$14K +37 New
CYG
996
Clean Yield Group
Vermont
$13K
FRA
997
Front Row Advisors
California
$13K
MCM
998
MV Capital Management
Maryland
$12K -$1.52K -4 -11%
GWSG
999
GPS Wealth Strategies Group
Colorado
$12K
SC
1000
Seldon Capital
California
$12K +$12.1K +32 New

ILMN Hedge Fund Activity: Q4 2021 in Review

1,066 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q4 2021, worth a combined $51.7B — down 5.1% from $54.5B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new ILMN positions and 119 closed out — a net gain of 12 holders — while 436 added to existing stakes and 341 trimmed.

The largest buyer was Edgewood Management, adding an estimated $715M. The largest seller was Capital World Investors, exiting entirely with an estimated $460M sold.

  • 1,066 institutional investors held Illumina (ILMN) as of Q4 2021, down from 1,072 in Q3 2021.
  • Funds reported $51.7B of Illumina stock for Q4 2021, down 5.1% quarter-over-quarter.
  • 131 funds opened new Illumina positions in Q4 2021 and 119 closed out, a net change of +12 holders.
  • The largest Illumina buyer in Q4 2021 was Edgewood Management, an estimated $715M added.
  • The largest Illumina seller in Q4 2021 was Capital World Investors, an estimated $460M sold.

Based on aggregated 13F filings for Q4 2021.