Illumina
ILMN
810 hedge funds and large institutions have $20.5B invested in Illumina in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 267 increasing their positions, 308 reducing their positions, and 135 closing their positions.
63% more funds holding in top 10
Funds holding in top 10: 8 → 13 (+5)
1.01% more ownership
Funds ownership: 93.77% → 94.78% (+1%)
4% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 135
3% more capital invested
Capital invested by funds: $19.8B → $20.5B (+$635M)
1% less funds holding
Funds holding: 818 → 810 (-8)
10% less call options, than puts
Call options by funds: $447M | Put options by funds: $497M
13% less repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 308
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$456M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$231M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
+$104M |
| 4 |
Coatue Management
New York
|
+$102M |
| 5 |
SEP
Soma Equity Partners
San Francisco,
California
|
+$101M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$616M |
| 2 |
Polen Capital Management
Boca Raton,
Florida
|
-$604M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$205M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$105M |
| 5 |
Goldman Sachs
New York
|
-$103M |
ILMN Hedge Fund Activity: Q4 2023 in Review
810 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q4 2023, worth a combined $20.5B — up 3.2% from $19.8B a quarter earlier.
Buyers outnumbered sellers: 141 funds opened new ILMN positions and 135 closed out — a net gain of 6 holders — while 267 added to existing stakes and 308 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $456M. The largest seller was Baillie Gifford & Co, cutting an estimated $616M.
- 810 institutional investors held Illumina (ILMN) as of Q4 2023, down from 818 in Q3 2023.
- Funds reported $20.5B of Illumina stock for Q4 2023, up 3.2% quarter-over-quarter.
- 141 funds opened new Illumina positions in Q4 2023 and 135 closed out, a net change of +6 holders.
- The largest Illumina buyer in Q4 2023 was Morgan Stanley, an estimated $456M added.
- The largest Illumina seller in Q4 2023 was Baillie Gifford & Co, an estimated $616M sold.
Based on aggregated 13F filings for Q4 2023.