We are live on ! Find out more
IONS icon

Ionis Pharmaceuticals

329 hedge funds and large institutions have $6.36B invested in Ionis Pharmaceuticals in 2018 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 116 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

16% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 44

2% more funds holding

Funds holding: 322329 (+7)

4% more capital invested

Capital invested by funds: $6.11B → $6.36B (+$256M)

0.71% less ownership

Funds ownership: 86.3%85.59% (-0.71%)

22% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 116

43% less call options, than puts

Call options by funds: $64.2M | Put options by funds: $112M

Holders
329
Holders Change
+7
Holders Change %
+2.17%
% of All Funds
7.33%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
51
Increased
90
Reduced
116
Closed
44
Calls
$64.2M
Puts
$112M
Net Calls
-$48M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
251
KBC Group
Belgium
$43K
LWANC
252
Laurel Wealth Advisors (North Carolina)
North Carolina
$43K +$40.8K +800 New
ASN
253
Advisory Services Network
Georgia
$41K +$7.91K +155 +26%
CAM
254
Cresset Asset Management
Illinois
$41K +$38.5K +755 New
ESB
255
Essex Savings Bank
Connecticut
$39K +$37K +726 New
SWM
256
SeaCrest Wealth Management
New York
$35K -$74.4K -1,459 -69%
S
257
SignatureFD
Georgia
$35K -$1.22K -24 -4%
HNB
258
Huntington National Bank
Ohio
$34K +$20K +392 +159%
BL
259
Balentine LLC
Georgia
$33K
CFA
260
Carroll Financial Associates
North Carolina
$33K
FCA
261
FinTrust Capital Advisors
South Carolina
$30K +$28.3K +554 New
MSA
262
Marino Stram & Associates
Massachusetts
$27K
FC
263
Ferris Capital
Massachusetts
$24K
RCAG
264
Rehmann Capital Advisory Group
Michigan
$22.7K -$2.4K -47 -10%
PCM
265
Prelude Capital Management
New York
$21K -$805K -15,779 -98%
MFW
266
Mosaic Family Wealth
Missouri
$19K +$4.08K +80 +29%
APA
267
American Portfolios Advisors
New York
$17.6K
RFA
268
Reilly Financial Advisors
California
$17K -$10.2K -200 -38%
GRP
269
Global Retirement Partners
California
$16K +$3.16K +62 +27%
CAW
270
Cornerstone Advisors (Washington)
Washington
$14K -$23.8K -467 -65%
FPB
271
First PREMIER Bank
South Dakota
$14K
CHP
272
Cable Hill Partners
Oregon
$13K
PI
273
PineBridge Investments
New York
$11K -$5.1K -100 -33%
AWM
274
AllSquare Wealth Management
New York
$11K
NL
275
NVWM LLC
Pennsylvania
$11K

IONS Hedge Fund Activity: Q4 2018 in Review

329 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Ionis Pharmaceuticals (IONS) for Q4 2018, worth a combined $6.36B — up 4.2% from $6.11B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IONS positions and 44 closed out — a net gain of 7 holders — while 90 added to existing stakes and 116 trimmed.

The largest buyer was Vanguard Group, adding an estimated $37.6M. The largest seller was Wellington Management Group, cutting an estimated $85.1M.

  • 329 institutional investors held Ionis Pharmaceuticals (IONS) as of Q4 2018, up from 322 in Q3 2018.
  • Funds reported $6.36B of Ionis Pharmaceuticals stock for Q4 2018, up 4.2% quarter-over-quarter.
  • 51 funds opened new Ionis Pharmaceuticals positions in Q4 2018 and 44 closed out, a net change of +7 holders.
  • The largest Ionis Pharmaceuticals buyer in Q4 2018 was Vanguard Group, an estimated $37.6M added.
  • The largest Ionis Pharmaceuticals seller in Q4 2018 was Wellington Management Group, an estimated $85.1M sold.

Based on aggregated 13F filings for Q4 2018.