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Ionis Pharmaceuticals

304 hedge funds and large institutions have $5.6B invested in Ionis Pharmaceuticals in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 111 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $4.69B → $5.6B (+$909M)

3.69% more ownership

Funds ownership: 91.74%95.43% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less call options, than puts

Call options by funds: $21.6M | Put options by funds: $23.6M

3% less funds holding

Funds holding: 313304 (-9)

13% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 111

21% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 42

Holders
304
Holders Change
-9
Holders Change %
-2.88%
% of All Funds
4.77%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
33
Increased
97
Reduced
111
Closed
42
Calls
$21.6M
Puts
$23.6M
Net Calls
-$2.1M
Net Calls Change
-$9.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RTC
251
Riverview Trust Company
Washington
$19.5K
S
252
SignatureFD
Georgia
$19.5K +$9.76K +254 +114%
GTAM
253
Global Trust Asset Management
Florida
$16.4K
BCV
254
Banque Cantonale Vaudoise
Switzerland
$16K
HPC
255
HM Payson & Co
Maine
$14.8K +$13.8K +360 New
LC
256
Lindbrook Capital
California
$14.2K +$4.07K +106 +44%
WTC
257
WhitTier Trust Company
Nevada
$14K -$22.8K -593 -63%
EWA
258
EverSource Wealth Advisors
Alabama
$13.9K +$13.1K +340 New
SAM
259
Storebrand Asset Management
Norway
$11.1K -$437K -11,370 -98%
SPIA
260
Steward Partners Investment Advisory
New York
$10.9K -$2.23K -58 -18%
WTA
261
Washington Trust Advisors
Massachusetts
$10.6K -$15.4K -402 -61%
FFA
262
Farther Finance Advisors
California
$10.1K +$3.5K +91 +58%
C
263
Covestor
United Kingdom
$10K -$77 -2 -0.8%
SWM
264
Spire Wealth Management
Virginia
$8.62K
QT
265
Quantbot Technologies
New York
$8.21K +$7.68K +200 New
HNB
266
Huntington National Bank
Ohio
$8.16K +$3.92K +102 +105%
AWM
267
AllSquare Wealth Management
New York
$8.03K
CA
268
Clearstead Advisors
Ohio
$7.59K
GWSG
269
GPS Wealth Strategies Group
Colorado
$7.55K +$2.5K +65 +55%
CWC
270
Carolinas Wealth Consulting
North Carolina
$6.61K
PP
271
Pacifica Partners
Canada
$6.33K
CT
272
Colonial Trust
South Carolina
$4.93K +$1.46K +38 +46%
PTC
273
Private Trust Company
Ohio
$4.51K +$4.11K +107 +3,567%
BIA
274
Bell Investment Advisors
California
$4.19K
UB
275
UMB Bank
Missouri
$4.14K

IONS Hedge Fund Activity: Q2 2023 in Review

304 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ionis Pharmaceuticals (IONS) for Q2 2023, worth a combined $5.6B — up 19% from $4.69B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of IONS and 33 opened new positions — a net loss of 9 holders — while 111 trimmed existing stakes and 97 added.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $76.2M. The largest seller was Allspring Global Investments, cutting an estimated $14.5M.

  • 304 institutional investors held Ionis Pharmaceuticals (IONS) as of Q2 2023, down from 313 in Q1 2023.
  • Funds reported $5.6B of Ionis Pharmaceuticals stock for Q2 2023, up 19% quarter-over-quarter.
  • 33 funds opened new Ionis Pharmaceuticals positions in Q2 2023 and 42 closed out, a net change of -9 holders.
  • The largest Ionis Pharmaceuticals buyer in Q2 2023 was Pictet Asset Management (Switzerland), an estimated $76.2M added.
  • The largest Ionis Pharmaceuticals seller in Q2 2023 was Allspring Global Investments, an estimated $14.5M sold.

Based on aggregated 13F filings for Q2 2023.