We are live on ! Find out more
ILMN icon

Illumina

1,072 hedge funds and large institutions have $54.5B invested in Illumina in 2021 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 429 increasing their positions, 331 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 331

21% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 82

1.52% more ownership

Funds ownership: 92.78%94.31% (+1.5%)

0% more funds holding

Funds holding: 1,0681,072 (+4)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

12% less capital invested

Capital invested by funds: $62.2B → $54.5B (-$7.73B)

27% less call options, than puts

Call options by funds: $511M | Put options by funds: $698M

Holders
1,072
Holders Change
+4
Holders Change %
+0.37%
% of All Funds
18.77%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.46%
New
99
Increased
429
Reduced
331
Closed
82
Calls
$511M
Puts
$698M
Net Calls
-$187M
Net Calls Change
-$136M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1126
Soltis Investment Advisors
Utah
-$204K -444 Closed
SYBT
1127
Stock Yards Bank & Trust
Kentucky
-$204K -442 Closed
FNBT
1128
FineMark National Bank & Trust
Florida
-$203K -440 Closed
CS
1129
Cannell & Spears
New York
-$201K -437 Closed
CCM
1130
Compton Capital Management
Rhode Island
-$201K -437 Closed
BOPW
1131
Brandywine Oak Private Wealth
Pennsylvania
-$200K -436 Closed
LBD
1132
Landsberg Bennett & Dubbaneh
Florida
-$202K -434 Closed
HIIFS
1133
Harel Insurance Investments & Financial Services
Israel
-$562K -374 Closed
PA
1134
Perennial Advisors
New York
-$111K -242 Closed
FCB
1135
First Command Bank
Texas
-$47K -103 Closed
FCFS
1136
First Command Financial Services
Texas
-$47K -103 Closed
HCM
1137
Highlander Capital Management
New Jersey
-$47K -103 Closed
VC
1138
Vestor Capital
Illinois
-$45K -98 Closed
RG
1139
Retirement Group
California
-$26K -58 Closed
Optiver Holding
1140
Optiver Holding
Netherlands
-$22K -48 Closed
OAJ
1141
Ogorek Anthony Joseph
New York
-$18K -41 Closed
EFSCE
1142
Enterprise Financial Services Corp (EFSC)
Missouri
-$16K -35 Closed
DSC
1143
Duncker Streett & Co
Missouri
-$14K -31 Closed
SB
1144
Strategic Blueprint
Georgia
-$14K -30 Closed
PWS
1145
Paragon Wealth Strategies
Florida
-$11K -25 Closed
TCOV
1146
Trust Company of Vermont
Vermont
-$11K -24 Closed
PGWM
1147
Parisi Gray Wealth Management
New Jersey
-$8K -16 Closed
BC
1148
Bartlett & Co
Ohio
-$4K -8 Closed
BCWM
1149
Bartlett & Co Wealth Management
Ohio
-$3.79K -8 Closed
KFP
1150
KB Financial Partners
New Jersey
-$4K -8 Closed

ILMN Hedge Fund Activity: Q3 2021 in Review

1,072 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q3 2021, worth a combined $54.5B — down 12% from $62.2B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new ILMN positions and 82 closed out — a net gain of 17 holders — while 429 added to existing stakes and 331 trimmed.

The largest buyer was Edgewood Management, adding an estimated $333M. The largest seller was Sands Capital Management, cutting an estimated $791M.

  • 1,072 institutional investors held Illumina (ILMN) as of Q3 2021, up from 1,068 in Q2 2021.
  • Funds reported $54.5B of Illumina stock for Q3 2021, down 12% quarter-over-quarter.
  • 99 funds opened new Illumina positions in Q3 2021 and 82 closed out, a net change of +17 holders.
  • The largest Illumina buyer in Q3 2021 was Edgewood Management, an estimated $333M added.
  • The largest Illumina seller in Q3 2021 was Sands Capital Management, an estimated $791M sold.

Based on aggregated 13F filings for Q3 2021.