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Illumina
ILMN

Overview Fund Activity

1,060 hedge funds and large institutions have $51.7B invested in Illumina in 2021 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 433 increasing their positions, 340 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,060
Holders Change
-7
Holders Change %
-0.66%
% of All Funds
16.37%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.32%
New
130
Increased
433
Reduced
340
Closed
119
Calls
$634M
Puts
$673M
Net Calls
-$39M
Net Calls Change
+$148M

Top Buyers

1
Edgewood Management
Edgewood Management
Connecticut
+$699M
2
BlackRock
BlackRock
New York
+$212M
3
Citadel Advisors
Citadel Advisors
Florida
+$192M
4
State Street
State Street
Massachusetts
+$170M
5
Select Equity Group
Select Equity Group
New York
+$157M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$460M
2
JJ
Johnson & Johnson
New Jersey
-$329M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$159M
4
MM
MWG Management
British Virgin Islands
-$137M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
1026
JNBA Financial Advisors
Minnesota
$4K +$4K +10 New
HVM
1027
Harvest Volatility Management
Connecticut
$3.62K +$875 +2,365 +32%
KFS
1028
Kelly Financial Services
Massachusetts
$3.04K – – –
ECM
1029
Estabrook Capital Management
New York
$3.04K +$3.04K +8 New
NFSG
1030
Newbridge Financial Services Group
Florida
$3K – – –
DCM
1031
Davidson Capital Management
Texas
$3K +$857 +2 +40%
AA
1032
Addison Advisors
Vermont
$3K +$2.25K +6 +300%
FPWM
1033
FSB Premier Wealth Management
Iowa
$3K +$3K +8 New
CAC
1034
Core Alternative Capital
Georgia
$3K +$3K +8 New
KFP
1035
KB Financial Partners
New Jersey
$3K +$3K +8 New
MS
1036
Mizuho Securities
Japan
$2K -$5.33K -16 -73%
LF
1037
Lee Financial
Texas
$2K -$3K -6 -60%
AA
1038
AlphaMark Advisors
Kentucky
$2K – – –
SWM
1039
Selective Wealth Management
Virginia
$2K – – –
SCA
1040
Stonebridge Capital Advisors
Minnesota
$2K – – –
CWM
1041
Cedar Wealth Management
California
$2K +$2K +4 New
AIP
1042
Ahrens Investment Partners
Louisiana
$2K +$2K +5 New
CWM
1043
Curi Wealth Management
North Carolina
$2K +$2K +6 New
AFG
1044
Albion Financial Group
Utah
$2K +$2K +6 New
FGAM
1045
Financial Gravity Asset Management
Texas
$1.89K +$1.89K +5,073 +101,460%
CP
1046
Castleview Partners
Texas
$1.23K +$1.23K +479,479 New
LIM
1047
Longfellow Investment Management
Massachusetts
$1K – – –
TSW
1048
Thompson Siegel & Walmsley
Virginia
$1K – – –
BWL
1049
Bogart Wealth LLC
Virginia
$1K – – –
CWC
1050
Carolinas Wealth Consulting
North Carolina
$1K – – –
40 41
42
43 44