Illumina, Inc. (ILMN): A Bull Case Theory
We came across a bullish thesis on Illumina, Inc. (ILMN) on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on ILMN. Illumina, Inc.
Illumina Inc. (ILMN)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Corvex Capital Keith Meister | 3,829,608 | $303,841,099 | +126% | 11.5% |
| 2. | Point State Capital Zach Schreiber | 2,516,827 | $199,685,054 | +57% | 2.89% |
| 3. | AQR Capital Management Cliff Asness | 2,121,585 | $165,483,616 | +362% | 0.17% |
| 4. | GuardCap Asset Management Guardian Capital | 2,071,095 | $164,320,677 | -14% | 3.18% |
| 5. | Rima Senvest Management Richard Mashaal | 1,151,292 | $91,343,507 | +8% | 3.82% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $81.21 | 6,100 | $495,381.00 | 24,906 | 2025-05-12 | Filing | |
| $82.26 | 100 | $8,226.00 | 83,390 | 2025-05-13 | Filing | |
| $81.56 | 804 | $65,574.24 | 83,290 | 2025-05-13 | Filing | |
| $80.70 | 4,946 | $399,142.20 | 82,486 | 2025-05-13 | Filing | |
| $82.66 | 200 | $16,532.00 | 77,540 | 2025-05-12 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $112.84 | 315 | $35,544.60 | 8,314 | 2023-11-07 | Filing | |
| $167.04 | 500 | $83,520.00 | 45,524 | 2023-08-22 | Filing | |
| $190.08 | 500 | $95,040.00 | 46,022 | 2023-07-24 | Filing | |
| $200.00 | 500 | $100,000.00 | 46,522 | 2023-06-22 | Filing | |
| $209.67 | 1,676 | $351,406.92 | 47,022 | 2023-05-22 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 18,899,411 | $1,499,482,664 | 0.24% | |
| 2. | 18,737,109 | $1,486,602,239 | 0.03% | |
| 3. | 16,371,662 | $1,298,927,663 | 0.02% | |
| 4. | 5,851,870 | $464,287,366 | 0.02% | |
| 5. | 4,179,011 | $334,320,880 | 0.86% |
News See All
Canaccord Raises Price Target Of Illumina, Inc. (ILMN).
Illumina, Inc. (NASDAQ:ILMN) is among the 11 Best Genomics Stocks to Buy According to Hedge Funds. Kyle Mikson, an analyst at Canaccord Genuity, increased his price objective for Illumina, Inc.
11 Best Genomics Stocks to Buy According to Hedge Funds
Genomics is the study of genes and how they operate.
Does Illumina (ILMN) Have Good Long-Term Growth Prospects?
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” investor letter for the first quarter of 2025. A copy of the letter can be downloaded here.
Stifel Affirms Buy Rating on Illumina (ILMN) Stock
Analysts at Stifel are bullish about Illumina, Inc.’s (NASDAQ:ILMN) prospects despite the stock capitulating 36% year to date.
15 Small-Cap Healthcare Stocks Hedge Funds Are Buying
The U.S. healthcare sector has performed better in 2025 compared to the broader market. After two years of weak performance, the healthcare sector kicked off on a strong note in 2025.
Illumina, Inc. (NASDAQ:ILMN) Q1 2025 Earnings Call Transcript
Operator: Good day ladies and gentlemen, and welcome to the First Quarter 2025 Illumina Earnings Conference Call. At this time, all participants are in a listen only mode.
Here’s Why Artisan Mid Cap Fund Decided to Exit Illumina (ILMN)
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Should You Hold Illumina (ILMN)?
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” first quarter 2025 investor letter. A copy of the letter can be downloaded here.