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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
$1.35B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$8.23B
3
OCBV
Ownership Capital B.V.
Netherlands
$386M
4
VAM
Veritas Asset Management
United Kingdom
$209M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$167M

Top Sellers

1
JSP
Jackson Square Partners
California
$0
2
Morgan Stanley
Morgan Stanley
New York
$810M
3
Edgewood Management
Edgewood Management
Connecticut
$2.4B
4
GIM
Generation Investment Management
United Kingdom
$517M
5
Ameriprise
Ameriprise
Minnesota
$339M
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
1001
Manchester Financial
California
$10K – – –
MFT
1002
Moisand Fitzgerald Tamayo
Florida
$10K +$10K +28 New
KFS
1003
Kelly Financial Services
Massachusetts
$9.6K – – –
CAL
1004
Capital Analysts LLC
Pennsylvania
$9K – – –
RIM
1005
Rockbridge Investment Management
New York
$9K +$9K +24 New
SCA
1006
Stuart Chaussee & Associates
California
$8K +$8K +23 New
TCM
1007
Tradewinds Capital Management
Washington
$7K +$3.29K +8 +89%
WPA
1008
West Paces Advisors
Georgia
$6.15K – – –
PK
1009
Pflug Koory
Nebraska
$6K – – –
BMD
1010
Better Money Decisions
New Mexico
$6K +$6K +15 New
CAM
1011
Costello Asset Management
Pennsylvania
$5K – – –
DWP
1012
Destiny Wealth Partners
Florida
$5K – – –
FCA
1013
FinTrust Capital Advisors
South Carolina
$5K +$5K +13 New
AF
1014
Allworth Financial
California
$4K – – –
BAM
1015
Barrett Asset Management
New York
$4K – – –
JMF
1016
Johnson Midwest Financial
Iowa
$4K – – –
MLFP
1017
MPS Loria Financial Planners
Illinois
$4K – – –
RWM
1018
RBA Wealth Management
California
$3.84K +$3.84K +10 New
BCWM
1019
Bartlett & Co Wealth Management
Ohio
$3.07K – – –
TFA
1020
Toth Financial Advisory
Virginia
$3K – – –
BC
1021
Bartlett & Co
Ohio
$3K – – –
KFP
1022
KB Financial Partners
New Jersey
$3K +$3K +8 New
NFSG
1023
Newbridge Financial Services Group
Florida
$3K +$3K +9 New
FGAM
1024
Financial Gravity Asset Management
Texas
$2.92K -$1.64K -23 -36%
TFGT
1025
TS Financial Group (TSFG)
Illinois
$2K -$7.2K -18 -78%
39 40
41
42 43