We are live on ! Find out more
IONS icon

Ionis Pharmaceuticals

308 hedge funds and large institutions have $5.2B invested in Ionis Pharmaceuticals in 2016 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 88 increasing their positions, 89 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

89.66% more ownership

Funds ownership: 0%89.66% (+90%)

82% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 38

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

33% more capital invested

Capital invested by funds: $3.92B → $5.2B (+$1.28B)

10% more funds holding

Funds holding: 281308 (+27)

6% more call options, than puts

Call options by funds: $79M | Put options by funds: $74.5M

1% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 89

Holders
308
Holders Change
+27
Holders Change %
+9.61%
% of All Funds
7.7%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.17%
New
69
Increased
88
Reduced
89
Closed
38
Calls
$79M
Puts
$74.5M
Net Calls
+$4.5M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PRS
251
Pinkerton Retirement Specialists
Idaho
$33K -$554 -14 -2%
GT
252
Glenmede Trust
Pennsylvania
$33K
FHA
253
First Horizon Advisors
Tennessee
$32K
SAM
254
Solaris Asset Management
New York
$32K
Nisa Investment Advisors
255
Nisa Investment Advisors
Missouri
$29K -$27.7K -700 -54%
WEC
256
Winslow Evans & Crocker
Massachusetts
$25.8K
RFA
257
Reilly Financial Advisors
California
$25K
FFW
258
Fusion Family Wealth
New York
$23K +$18.4K +464 New
GWM
259
Geneos Wealth Management
Colorado
$22K
PCM
260
Penserra Capital Management
California
$22K +$3.21K +81 +21%
Victory Capital Management
261
Victory Capital Management
Texas
$22K +$18K +454 New
IIC
262
Integrated Investment Consultants
Michigan
$20K +$7.72K +195 +86%
GBBWRPM
263
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K +$4.99K +126 +75%
GWS
264
Glassman Wealth Services
Virginia
$14K +$7.36K +186 +186%
SIG
265
Stanford Investment Group
California
$14K +$11.9K +300 New
GXMC
266
Global X Management Company
New York
$13K +$356 +9 +3%
TDC
267
Thompson Davis & Co
Virginia
$13K +$5.1K +129 +92%
WA
268
WFG Advisors
Texas
$12K
CTC
269
Central Trust Company
Missouri
$10K
KF
270
Krilogy Financial
Missouri
$10K
PSC
271
Prentiss Smith & Co
Vermont
$10K
VIA
272
Vantage Investment Advisors
Pennsylvania
$10K
VCM
273
Versant Capital Management
Arizona
$10K
PA
274
Perennial Advisors
New York
$10K +$8.11K +205 New
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$9K

IONS Hedge Fund Activity: Q4 2016 in Review

308 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Ionis Pharmaceuticals (IONS) for Q4 2016, worth a combined $5.2B — up 33% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new IONS positions and 38 closed out — a net gain of 31 holders — while 88 added to existing stakes and 89 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $115M. The largest seller was Millennium Management, cutting an estimated $63.4M.

  • 308 institutional investors held Ionis Pharmaceuticals (IONS) as of Q4 2016, up from 281 in Q3 2016.
  • Funds reported $5.2B of Ionis Pharmaceuticals stock for Q4 2016, up 33% quarter-over-quarter.
  • 69 funds opened new Ionis Pharmaceuticals positions in Q4 2016 and 38 closed out, a net change of +31 holders.
  • The largest Ionis Pharmaceuticals buyer in Q4 2016 was Wellington Management Group, an estimated $115M added.
  • The largest Ionis Pharmaceuticals seller in Q4 2016 was Millennium Management, an estimated $63.4M sold.

Based on aggregated 13F filings for Q4 2016.