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Ionis Pharmaceuticals

338 hedge funds and large institutions have $4.92B invested in Ionis Pharmaceuticals in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 107 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $12.8M

2.93% more ownership

Funds ownership: 89.04%91.97% (+2.9%)

7% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 107

7% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 54

3% less funds holding

Funds holding: 349338 (-11)

11% less capital invested

Capital invested by funds: $5.53B → $4.92B (-$618M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
338
Holders Change
-11
Holders Change %
-3.15%
% of All Funds
5.43%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
50
Increased
115
Reduced
107
Closed
54
Calls
$15.2M
Puts
$12.8M
Net Calls
+$2.46M
Net Calls Change
-$7.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Calamos Advisors
226
Calamos Advisors
Illinois
$265K -$425K -10,093 -59%
SI
227
Stephens Inc
Arkansas
$265K -$89.3K -2,122 -23%
SPA
228
Sherbrooke Park Advisers
New York
$264K +$294K +7,000 New
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$261K -$13.9K -330 -5%
Baird Financial Group
230
Baird Financial Group
Wisconsin
$261K +$5.09K +121 +2%
OCBCO
231
Oversea-Chinese Banking Corp (OCBC)
Singapore
$258K +$288K +6,840 New
SIG
232
Stonegate Investment Group
Alabama
$257K
MM
233
MQS Management
New York
$247K +$275K +6,547 New
PCM
234
Perkins Capital Management
Minnesota
$242K
JMPWA
235
JP Morgan Private Wealth Advisors
California
$235K -$19.4K -461 -7%
IA
236
IFP Advisors
Florida
$233K -$40K -951 -16%
VPIM
237
Vanguard Personalized Indexing Management
California
$233K +$40K +950 +18%
SEC
238
Seven Eight Capital
New York
$226K +$29.4K +700 +13%
CAN
239
Cetera Advisor Networks
California
$214K +$239K +5,672 New
RFC
240
Regions Financial Corp
Alabama
$202K
APP
241
Alpha Paradigm Partners
Illinois
$202K +$224K +5,335 New
BHWM
242
Beaird Harris Wealth Management
Texas
$191K +$2.61K +62 +1%
SAM
243
Sectoral Asset Management
Quebec, Canada
$168K
Simplex Trading
244
Simplex Trading
Illinois
$165K +$184K +4,370 New
Mitsubishi UFJ Asset Management
245
Mitsubishi UFJ Asset Management
Japan
$160K -$18.5K -439 -9%
Lazard Asset Management
246
Lazard Asset Management
New York
$139K -$13.5K -322 -8%
Amundi
247
Amundi
France
$136K +$151K +3,593 New
ACM
248
Aquatic Capital Management
Illinois
$121K -$938K -22,300 -87%
CIM
249
Chiron Investment Management
New York
$120K
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
$97K

IONS Hedge Fund Activity: Q4 2022 in Review

338 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ionis Pharmaceuticals (IONS) for Q4 2022, worth a combined $4.92B — down 11% from $5.53B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of IONS and 50 opened new positions — a net loss of 4 holders — while 107 trimmed existing stakes and 115 added.

The largest buyer was OrbiMed, adding an estimated $51.5M. The largest seller was BVF Inc, cutting an estimated $73.7M.

  • 338 institutional investors held Ionis Pharmaceuticals (IONS) as of Q4 2022, down from 349 in Q3 2022.
  • Funds reported $4.92B of Ionis Pharmaceuticals stock for Q4 2022, down 11% quarter-over-quarter.
  • 50 funds opened new Ionis Pharmaceuticals positions in Q4 2022 and 54 closed out, a net change of -4 holders.
  • The largest Ionis Pharmaceuticals buyer in Q4 2022 was OrbiMed, an estimated $51.5M added.
  • The largest Ionis Pharmaceuticals seller in Q4 2022 was BVF Inc, an estimated $73.7M sold.

Based on aggregated 13F filings for Q4 2022.