ILMN Illumina, Inc.

NASDAQ
$206.45

Illumina, Inc. (ILMN) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
-22.22
14 buyers / 22 sellers
SELLING
Funds compared
36
funds with comparable ILMN positions
29 current holders · 28 prior-quarter holders
Net share change
-6.69M
+1.27M added, -7.97M cut
Position activity
8 new 6 increased 15 reduced 7 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
Southpoint Capital Advisors Long/Short Reduced -1.70M -81.0% $298.9M 1.6% 81
Sessa Capital Event Long/Short Reduced -2.16M -65.9% $379.3M 3.5% 78
Corvex Management Activist Event Reduced -999.1K -26.1% $175.7M 15.5% 73
PointState Capital Macro Increased +713.7K +480.4% $125.5M 2.7% 73
Samlyn Capital Long/Short Sold Out -326.0K -100.0% $57.3M 0.0% 67
Braidwell Growth Healthcare Sold Out -229.2K -100.0% $40.3M 0.0% 66
Senvest Management Long/Short Value Reduced -535.8K -34.7% $94.2M 5.2% 65
Armistice Capital Long/Short Healthcare New +91.1K $16.0M 0.4% 59
Capital Fund Management Quant Macro Sold Out -74.6K -100.0% $13.1M 0.0% 57
Verition Fund Management Event Long/Short Sold Out -18.1K -100.0% $3.2M 0.0% 56

Most significant buyers

By move score, not size.

  • PointState Capital Increased · +713.7K
  • Armistice Capital New · +91.1K
  • Alyeska Investment Group, L.P. Increased · +275.4K
  • Cinctive Capital Management New · +34.4K
  • Caption Management New · +17.0K

Most significant sellers

By move score, not size.

  • Southpoint Capital Advisors Reduced · -1.70M
  • Sessa Capital Reduced · -2.16M
  • Corvex Management Reduced · -999.1K
  • Samlyn Capital Sold Out · -326.0K
  • Braidwell Sold Out · -229.2K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
Southpoint Capital Advisors 2 400.0K 2.1M -1.70M -81.0% 1.6% Reduced 81
Sessa Capital 2 1.1M 3.3M -2.16M -65.9% 3.5% Reduced 78
Corvex Management 1 2.8M 3.8M -999.1K -26.1% 15.5% Reduced 73
PointState Capital 2 862.2K 148.5K +713.7K +480.4% 2.7% Increased 73
Samlyn Capital 2 0 326.0K -326.0K -100.0% 0.0% Sold Out 67
Braidwell 2 0 229.2K -229.2K -100.0% 0.0% Sold Out 66
Senvest Management 2 1.0M 1.5M -535.8K -34.7% 5.2% Reduced 65
Armistice Capital 3 91.1K 0 +91.1K 0.4% New 59
Capital Fund Management 3 0 74.6K -74.6K -100.0% 0.0% Sold Out 57
Verition Fund Management 2 0 18.1K -18.1K -100.0% 0.0% Sold Out 56
Alyeska Investment Group, L.P. 2 581.7K 306.4K +275.4K +89.9% 0.3% Increased 53
Cinctive Capital Management 3 34.4K 0 +34.4K 0.3% New 53
Caption Management 3 17.0K 0 +17.0K 0.1% New 53
ExodusPoint Capital Management 3 2.9K 0 +2.9K 0.0% New 52
Ilex Capital Partners 2 289.1K 605.3K -316.2K -52.2% 1.0% Reduced 52
Man Group 3 4.5K 0 +4.5K 0.0% New 52
Brevan Howard Capital Management 3 12.6K 0 +12.6K 0.0% New 52
MARSHALL WACE, LLP 2 102.3K 504.4K -402.1K -79.7% 0.0% Reduced 51
Quinn Opportunity Partners 4 0 21.7K -21.7K -100.0% 0.0% Sold Out 51
Winton Group 4 34.4K 0 +34.4K 0.2% New 51
Walleye Capital 3 0 3.2K -3.2K -100.0% 0.0% Sold Out 51
Graham Capital Management 3 0 2.0K -2.0K -100.0% 0.0% Sold Out 49
Boothbay Fund Management 4 1.3K 0 +1.3K 0.0% New 49
Woodline Partners LP 2 47.1K 262.6K -215.5K -82.1% 0.0% Reduced 48
Schonfeld Strategic Advisors 3 21.5K 178.9K -157.3K -88.0% 0.0% Reduced 47
MILLENNIUM MANAGEMENT LLC 2 84.7K 204.8K -120.1K -58.6% 0.0% Reduced 45
TWO SIGMA INVESTMENTS, LP 2 23.2K 73.7K -50.5K -68.5% 0.0% Reduced 45
Y-Intercept 4 18.7K 2.0K +16.6K +823.1% 0.1% Increased 45
Engineers Gate 4 6.8K 46.7K -39.9K -85.4% 0.0% Reduced 41
Point72 Asset Management, L.P. 1 39.0K 53.7K -14.7K -27.4% 0.0% Reduced 37
RENAISSANCE TECHNOLOGIES LLC 1 826.6K 972.6K -146.0K -15.0% 0.2% Reduced 36
LMR Partners 3 364.3K 311.0K +53.3K +17.1% 0.8% Increased 32
Bridgewater Associates 1 12.6K 12.8K -165 -1.3% 0.0% Reduced 30
AQR Capital Management 3 3.5M 4.0M -436.6K -11.0% 0.2% Reduced 30
D. E. Shaw & Co., Inc. 1 49.4K 47.6K +1.8K +3.8% 0.0% Increased 28
Gotham Asset Management, LLC 2 356.2K 341.9K +14.2K +4.2% 0.2% Increased 27

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Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.