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Illumina

885 hedge funds and large institutions have $50B invested in Illumina in 2019 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 339 increasing their positions, 315 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more funds holding in top 10

Funds holding in top 10: 2338 (+15)

32% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 71

20% more capital invested

Capital invested by funds: $41.7B → $50B (+$8.28B)

18% more call options, than puts

Call options by funds: $467M | Put options by funds: $397M

1.23% more ownership

Funds ownership: 93.88%95.11% (+1.2%)

1% more funds holding

Funds holding: 875885 (+10)

8% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 315

Holders
885
Holders Change
+10
Holders Change %
+1.14%
% of All Funds
19.22%
Holding in Top 10
38
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+65.22%
% of All Funds
0.83%
New
94
Increased
339
Reduced
315
Closed
71
Calls
$467M
Puts
$397M
Net Calls
+$69.8M
Net Calls Change
+$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$6.18B +$260M +822,281 +5%
BlackRock
2
BlackRock
New York
$4.22B +$219M +693,038 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.2B -$27.6M -87,420 -0.7%
Capital Research Global Investors
4
Capital Research Global Investors
California
$2.4B +$166M +525,887 +9%
State Street
5
State Street
Massachusetts
$2.26B -$8.59M -27,195 -0.4%
Jennison Associates
6
Jennison Associates
New York
$2.2B +$96.3M +304,844 +5%
Edgewood Management
7
Edgewood Management
Connecticut
$1.53B +$15.2M +48,212 +1%
Sands Capital Management
8
Sands Capital Management
Virginia
$1.33B -$30M -94,936 -2%
Morgan Stanley
9
Morgan Stanley
New York
$1.17B +$22M +69,795 +2%
Invesco
10
Invesco
Georgia
$985M +$15.3M +48,464 +2%
JP Morgan Chase
11
JP Morgan Chase
New York
$860M -$28.8M -91,159 -4%
N
12
Nuveen
North Carolina
$832M +$733M +2,320,584 +67,833%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$722M +$10.2M +32,260 +2%
Norges Bank
14
Norges Bank
Norway
$700M
Northern Trust
15
Northern Trust
Illinois
$619M +$7.07M +22,392 +1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$580M -$24.2M -76,729 -5%
Franklin Resources
17
Franklin Resources
California
$577M -$1.41M -4,451 -0.3%
Ameriprise
18
Ameriprise
Minnesota
$511M +$6.26M +19,814 +1%
Viking Global Investors
19
Viking Global Investors
Connecticut
$505M +$61.3M +194,048 +16%
JSP
20
Jackson Square Partners
California
$396M -$17.1M -54,229 -5%
Canada Pension Plan Investment Board
21
Canada Pension Plan Investment Board
Ontario, Canada
$394M -$32.5M -102,793 -9%
Bank of America
22
Bank of America
North Carolina
$393M +$19.1M +60,346 +6%
Winslow Capital Management
23
Winslow Capital Management
Minnesota
$380M +$34.1M +107,891 +11%
Goldman Sachs
24
Goldman Sachs
New York
$366M -$1.7M -5,382 -0.5%
Primecap Management
25
Primecap Management
California
$361M -$6.35M -20,108 -2%

ILMN Hedge Fund Activity: Q2 2019 in Review

885 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q2 2019, worth a combined $50B — up 20% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new ILMN positions and 71 closed out — a net gain of 23 holders — while 339 added to existing stakes and 315 trimmed.

The largest buyer was Nuveen, adding an estimated $733M. The largest seller was Capital International Investors, cutting an estimated $1.01B.

  • 885 institutional investors held Illumina (ILMN) as of Q2 2019, up from 875 in Q1 2019.
  • Funds reported $50B of Illumina stock for Q2 2019, up 20% quarter-over-quarter.
  • 94 funds opened new Illumina positions in Q2 2019 and 71 closed out, a net change of +23 holders.
  • The largest Illumina buyer in Q2 2019 was Nuveen, an estimated $733M added.
  • The largest Illumina seller in Q2 2019 was Capital International Investors, an estimated $1.01B sold.

Based on aggregated 13F filings for Q2 2019.