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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
LWP
1151
Legacy Wealth Planning
Nevada
-$208K -526 Closed
GD
1152
Grandfield & Dodd
New York
-$210K -520 Closed
DBT
1153
Dubuque Bank & Trust
Iowa
-$203K -514 Closed
LCC
1154
Lincoln Capital Corp
Rhode Island
-$203K -514 Closed
PWPS
1155
Pinnacle Wealth Planning Services
Ohio
-$203K -514 Closed
USCWA
1156
U.S. Capital Wealth Advisors
Texas
-$203K -514 Closed
GRP
1157
Global Retirement Partners
California
-$166K -420 Closed
SAI
1158
Systematic Alpha Investments
New Jersey
-$140K -347 Closed
CI
1159
CX Institutional
Indiana
-$123K -311 Closed
Blackstone Inc
1160
Blackstone Inc
New York
-$93K -235 Closed
EWA
1161
Evolution Wealth Advisors
Florida
-$13K -32 Closed
RCA
1162
Ranch Capital Advisors
Florida
-$12K -31 Closed
RA
1163
Resolute Advisors
California
-$12K -31 Closed
JCM
1164
Jacobi Capital Management
Pennsylvania
-$9K -24 Closed
CAGAS
1165
Capital Advisory Group Advisory Services
Minnesota
-$9K -22 Closed
CWA
1166
Clearview Wealth Advisors
Oregon
-$8K -21 Closed
RTL
1167
Red Tortoise LLC
Georgia
-$4K -21 Closed
WPA
1168
West Paces Advisors
Georgia
-$6.49K -16 Closed
BMD
1169
Better Money Decisions
New Mexico
-$6K -15 Closed
CPC
1170
Consolidated Planning Corp
Georgia
-$5K -13 Closed
PP
1171
Pacifica Partners
Canada
-$6K -13 Closed
CTB
1172
Country Trust Bank
Illinois
-$4K -11 Closed
TLFA
1173
True Link Financial Advisors
California
-$4K -11 Closed
BAM
1174
Barrett Asset Management
New York
-$4K -10 Closed
TFA
1175
Toth Financial Advisory
Virginia
-$3K -7 Closed

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.