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Ionis Pharmaceuticals

310 hedge funds and large institutions have $6.35B invested in Ionis Pharmaceuticals in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 103 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $29.2M | Put options by funds: $20.7M

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

13% more capital invested

Capital invested by funds: $5.6B → $6.35B (+$744M)

2.06% more ownership

Funds ownership: 95.43%97.49% (+2.1%)

2% more funds holding

Funds holding: 304310 (+6)

1% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 103

Holders
310
Holders Change
+6
Holders Change %
+1.97%
% of All Funds
4.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
38
Increased
102
Reduced
103
Closed
27
Calls
$29.2M
Puts
$20.7M
Net Calls
+$8.55M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MPPW
226
Mitchell & Pahl Private Wealth
Oklahoma
$210K +$191K +4,622 New
WAP
227
Wealthcare Advisory Partners
Pennsylvania
$209K +$190K +4,613 New
CAN
228
Cetera Advisor Networks
California
$201K -$30.4K -737 -14%
TI
229
Tidal Investments
Wisconsin
$201K +$183K +4,427 New
CUAMC
230
China Universal Asset Management Company
China
$166K +$74.1K +1,795 +96%
IWP
231
Icon Wealth Partners
Texas
$124K -$536 -13 -0.5%
KBC Group
232
KBC Group
Belgium
$121K +$53.3K +1,291 +94%
CI Investments Inc
233
CI Investments Inc
Ontario, Canada
$114K -$15.8K -384 -13%
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$113K
AIG
235
American International Group
New York
$104K -$6.48K -157 -6%
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$100K -$908 -22 -1%
HI
237
Horizon Investments
North Carolina
$86.1K +$6.72K +163 +9%
IUHSA
238
Itau Unibanco Holding S.A.
Brazil
$82K -$330 -8 -0.4%
TLCM
239
Twin Lakes Capital Management
California
$68K
QL
240
Quarry LP
New York
$68K +$61.9K +1,500 New
IA
241
IFP Advisors
Florida
$51.8K -$578 -14 -1%
NA
242
NewEdge Advisors
Louisiana
$50.5K +$45.1K +1,093 +5,205%
AF
243
Allworth Financial
California
$40.9K +$1.73K +42 +5%
HI
244
Harbour Investments
Wisconsin
$40.8K
TRCT
245
Tower Research Capital (TRC)
New York
$40.6K -$206K -4,992 -85%
AIC
246
Archer Investment Corporation
Indiana
$38.6K
PBK
247
Peoples Bank (Kansas)
Kansas
$38.6K +$35.1K +850 New
BTI
248
Blue Trust Inc
Georgia
$35K
GWS
249
Glassman Wealth Services
Virginia
$33.5K
IFAM
250
Institutional & Family Asset Management
Colorado
$33.1K

IONS Hedge Fund Activity: Q3 2023 in Review

310 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ionis Pharmaceuticals (IONS) for Q3 2023, worth a combined $6.35B — up 13% from $5.6B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IONS positions and 27 closed out — a net gain of 11 holders — while 102 added to existing stakes and 103 trimmed.

The largest buyer was Macquarie Group, adding an estimated $59.3M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $40.5M sold.

  • 310 institutional investors held Ionis Pharmaceuticals (IONS) as of Q3 2023, up from 304 in Q2 2023.
  • Funds reported $6.35B of Ionis Pharmaceuticals stock for Q3 2023, up 13% quarter-over-quarter.
  • 38 funds opened new Ionis Pharmaceuticals positions in Q3 2023 and 27 closed out, a net change of +11 holders.
  • The largest Ionis Pharmaceuticals buyer in Q3 2023 was Macquarie Group, an estimated $59.3M added.
  • The largest Ionis Pharmaceuticals seller in Q3 2023 was Thrivent Financial for Lutherans, an estimated $40.5M sold.

Based on aggregated 13F filings for Q3 2023.