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Illumina

889 hedge funds and large institutions have $45B invested in Illumina in 2019 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 313 increasing their positions, 304 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 48

27% more call options, than puts

Call options by funds: $905M | Put options by funds: $715M

8% more funds holding

Funds holding: 820889 (+69)

8% more capital invested

Capital invested by funds: $41.7B → $45B (+$3.37B)

3% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 304

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.83% less ownership

Funds ownership: 95.8%94.97% (-0.83%)

Holders
889
Holders Change
+69
Holders Change %
+8.41%
% of All Funds
17.52%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
131
Increased
313
Reduced
304
Closed
48
Calls
$905M
Puts
$715M
Net Calls
+$191M
Net Calls Change
+$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$5.88B +$150M +495,295 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.8B +$25.1M +82,759 +0.7%
BlackRock
3
BlackRock
New York
$3.69B -$80.6M -265,819 -2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$2.65B +$24.5M +80,870 +1%
State Street
5
State Street
Massachusetts
$2.04B +$38.3M +126,492 +2%
Edgewood Management
6
Edgewood Management
Connecticut
$1.59B +$1.83M +6,048 +0.1%
Jennison Associates
7
Jennison Associates
New York
$1.33B -$253M -835,947 -17%
Morgan Stanley
8
Morgan Stanley
New York
$1.21B +$96.9M +319,561 +9%
Sands Capital Management
9
Sands Capital Management
Virginia
$1.14B -$31.9M -105,201 -3%
N
10
Nuveen
North Carolina
$819M +$47.8M +157,756 +7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$791M +$20.2M +66,645 +3%
Norges Bank
12
Norges Bank
Norway
$648M +$38.2M +125,900 +7%
AllianceBernstein
13
AllianceBernstein
Tennessee
$624M +$259M +853,101 +79%
Invesco
14
Invesco
Georgia
$569M -$406M -1,340,071 -43%
Northern Trust
15
Northern Trust
Illinois
$532M -$6.21M -20,499 -1%
Brown Advisory
16
Brown Advisory
Maryland
$496M +$98.3M +324,268 +27%
Franklin Resources
17
Franklin Resources
California
$492M -$7.43M -24,525 -2%
JSP
18
Jackson Square Partners
California
$479M -$69.5M -229,216 -13%
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$464M +$25.6M +84,537 +6%
JP Morgan Chase
20
JP Morgan Chase
New York
$456M -$71.2M -234,871 -14%
Capital World Investors
21
Capital World Investors
California
$456M +$162K +534 +0%
Goldman Sachs
22
Goldman Sachs
New York
$407M +$55M +181,543 +17%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$378M -$670K -2,210 -0.2%
American Century Companies
24
American Century Companies
Missouri
$358M +$27.7M +91,268 +9%
Ameriprise
25
Ameriprise
Minnesota
$349M -$14.8M -48,925 -4%

ILMN Hedge Fund Activity: Q4 2019 in Review

889 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q4 2019, worth a combined $45B — up 8.1% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new ILMN positions and 48 closed out — a net gain of 83 holders — while 313 added to existing stakes and 304 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $259M. The largest seller was Viking Global Investors, cutting an estimated $473M.

  • 889 institutional investors held Illumina (ILMN) as of Q4 2019, up from 820 in Q3 2019.
  • Funds reported $45B of Illumina stock for Q4 2019, up 8.1% quarter-over-quarter.
  • 131 funds opened new Illumina positions in Q4 2019 and 48 closed out, a net change of +83 holders.
  • The largest Illumina buyer in Q4 2019 was AllianceBernstein, an estimated $259M added.
  • The largest Illumina seller in Q4 2019 was Viking Global Investors, an estimated $473M sold.

Based on aggregated 13F filings for Q4 2019.