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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
PA
276
Perennial Advisors
New York
$11K
BBHC
277
Brown Brothers Harriman & Co
New York
$10K
CA
278
Claro Advisors
Massachusetts
$10K +$9.79K +192 New
MIM
279
MetLife Investment Management
New Jersey
$9.19K -$102 -2 -1%
LWM
280
Liberty Wealth Management
California
$9K +$8.93K +175 New
RE
281
RBC Europe
United Kingdom
$8.11K
AIM
282
Advantage Investment Management
Iowa
$8K
SIAS
283
Shine Investment Advisory Services
Colorado
$8K
PFO
284
Pathstone Family Office
New Jersey
$8K +$7.45K +146 New
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$7K -$11K -215 -63%
WAM
286
Wealthspire Advisors (Maryland)
Maryland
$6K -$5.1K -100 -48%
PCP
287
Proficio Capital Partners
Massachusetts
$6K +$2.19K +43 +60%
CG
288
Cutler Group
California
$5K -$25.5K -500 -83%
BCM
289
Blume Capital Management
California
$5K
CAPTRUST Financial Advisors
290
CAPTRUST Financial Advisors
North Carolina
$5K
CFGS
291
Concourse Financial Group Securities
Alabama
$5K
GWS
292
Glassman Wealth Services
Virginia
$5K
WAP
293
Wealthcare Advisory Partners
Pennsylvania
$5K
WT
294
Whittier Trust
California
$5K
EWM
295
Executive Wealth Management
Michigan
$5K +$4.79K +94 New
AIC
296
Archer Investment Corporation
Indiana
$5K +$5.1K +100 New
TWA
297
TCI Wealth Advisors
Arizona
$4K -$459 -9 -12%
LC
298
Lavaca Capital
Texas
$4K +$3.67K +72 New
EARNEST Partners
299
EARNEST Partners
Georgia
$3K
VFA
300
Valeo Financial Advisors
Indiana
$3K

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.