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Ionis Pharmaceuticals

340 hedge funds and large institutions have $3.75B invested in Ionis Pharmaceuticals in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 106 increasing their positions, 119 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

55% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 38

5% more funds holding

Funds holding: 324340 (+16)

1.03% more ownership

Funds ownership: 86.24%87.27% (+1%)

8% less capital invested

Capital invested by funds: $4.08B → $3.75B (-$332M)

11% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 119

43% less call options, than puts

Call options by funds: $14.9M | Put options by funds: $26.4M

Holders
340
Holders Change
+16
Holders Change %
+4.94%
% of All Funds
5.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
59
Increased
106
Reduced
119
Closed
38
Calls
$14.9M
Puts
$26.4M
Net Calls
-$11.5M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
251
Riggs Asset Management
Pennsylvania
$30K
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$30K +$31.4K +999 New
UCB
253
United Community Bank
South Carolina
$29.3K +$30.3K +962 New
Bessemer Group
254
Bessemer Group
New Jersey
$27K
ZIG
255
Zullo Investment Group
Pennsylvania
$27K +$27.9K +886 New
AIC
256
Archer Investment Corporation
Indiana
$25.9K -$2.11K -67 -7%
CFA
257
Carroll Financial Associates
North Carolina
$24K -$3.49K -111 -12%
IFAM
258
Institutional & Family Asset Management
Colorado
$23K
AF
259
Allworth Financial
California
$22K +$22.5K +714 +4,200%
SPIA
260
Steward Partners Investment Advisory
New York
$21K -$83.4K -2,651 -79%
S
261
SignatureFD
Georgia
$21K -$6.61K -210 -24%
PA
262
Parallel Advisors
California
$19K -$3.21K -102 -14%
MIM
263
Macroview Investment Management
Maryland
$19K +$19.4K +616 New
LWANC
264
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K
EIP
265
Ellis Investment Partners
Pennsylvania
$17K +$1.98K +63 +13%
OCM
266
Orion Capital Management
California
$16K +$15.7K +500 +1,316%
PFGIA
267
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$11.5K -364 -42%
CWP
268
Concord Wealth Partners
Virginia
$14K +$10.6K +336 +287%
FPWM
269
FSB Premier Wealth Management
Iowa
$14K +$15.2K +482 New
Daiwa Securities Group
270
Daiwa Securities Group
Japan
$13K -$2.23K -71 -15%
GWS
271
Glassman Wealth Services
Virginia
$13K -$504 -16 -4%
BCV
272
Banque Cantonale Vaudoise
Switzerland
$12K
GTAM
273
Global Trust Asset Management
Florida
$12K
WTC
274
WhitTier Trust Company
Nevada
$12K +$7.74K +246 +155%
Nisa Investment Advisors
275
Nisa Investment Advisors
Missouri
$11K -$185K -5,890 -94%

IONS Hedge Fund Activity: Q4 2021 in Review

340 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ionis Pharmaceuticals (IONS) for Q4 2021, worth a combined $3.75B — down 8.1% from $4.08B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new IONS positions and 38 closed out — a net gain of 21 holders — while 106 added to existing stakes and 119 trimmed.

The largest buyer was Millennium Management, adding an estimated $42.2M. The largest seller was ClearBridge Investments, cutting an estimated $45.5M.

  • 340 institutional investors held Ionis Pharmaceuticals (IONS) as of Q4 2021, up from 324 in Q3 2021.
  • Funds reported $3.75B of Ionis Pharmaceuticals stock for Q4 2021, down 8.1% quarter-over-quarter.
  • 59 funds opened new Ionis Pharmaceuticals positions in Q4 2021 and 38 closed out, a net change of +21 holders.
  • The largest Ionis Pharmaceuticals buyer in Q4 2021 was Millennium Management, an estimated $42.2M added.
  • The largest Ionis Pharmaceuticals seller in Q4 2021 was ClearBridge Investments, an estimated $45.5M sold.

Based on aggregated 13F filings for Q4 2021.