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Ionis Pharmaceuticals

363 hedge funds and large institutions have $5.6B invested in Ionis Pharmaceuticals in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 106 increasing their positions, 137 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.84% less ownership

Funds ownership: 85.83%84.99% (-0.84%)

7% less funds holding

Funds holding: 390363 (-27)

23% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 137

23% less capital invested

Capital invested by funds: $7.29B → $5.6B (-$1.7B)

34% less call options, than puts

Call options by funds: $30.9M | Put options by funds: $46.5M

39% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 61

Holders
363
Holders Change
-27
Holders Change %
-6.92%
% of All Funds
8%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
37
Increased
106
Reduced
137
Closed
61
Calls
$30.9M
Puts
$46.5M
Net Calls
-$15.6M
Net Calls Change
-$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
276
Institutional & Family Asset Management
Colorado
$49K
PCTC
277
Perkins Coie Trust Company
Washington
$47K
RAM
278
Riggs Asset Management
Pennsylvania
$47K
KFS
279
Kelly Financial Services
Massachusetts
$45.8K
AIC
280
Archer Investment Corporation
Indiana
$43K
Bessemer Group
281
Bessemer Group
New Jersey
$43K
HIIFS
282
Harel Insurance Investments & Financial Services
Israel
$42K -$10.4K -186 -17%
PA
283
Parallel Advisors
California
$41K -$108K -1,933 -69%
BFS
284
Bradley Foster & Sargent
Connecticut
$38K -$16.4K -295 -27%
GT
285
Glenmede Trust
Pennsylvania
$38K
PHK
286
Point72 Hong Kong
Hong Kong
$37K -$175K -3,138 -80%
FCA
287
FinTrust Capital Advisors
South Carolina
$35K
NG
288
NWK Group
California
$35K +$5.57K +100 +15%
Credit Agricole
289
Credit Agricole
France
$32K +$9.47K +170 +34%
S
290
SignatureFD
Georgia
$31K +$2.45K +44 +7%
CAW
291
Cornerstone Advisors (Washington)
Washington
$31K +$19.1K +343 +107%
CFA
292
Carroll Financial Associates
North Carolina
$30K
BL
293
Balentine LLC
Georgia
$29K
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$28K
LWANC
295
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K
Twin Tree Management
296
Twin Tree Management
Texas
$28K +$14.7K +264 +80%
PWMG
297
Prestige Wealth Management Group
New Jersey
$24K -$164K -2,935 -85%
EIP
298
Ellis Investment Partners
Pennsylvania
$23K
QCG
299
Quadrant Capital Group
Ohio
$23K +$26K +467 +2,030%
JCM
300
Jacobi Capital Management
Pennsylvania
$20K +$23.8K +427 New

IONS Hedge Fund Activity: Q1 2020 in Review

363 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Ionis Pharmaceuticals (IONS) for Q1 2020, worth a combined $5.6B — down 23% from $7.29B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of IONS and 37 opened new positions — a net loss of 24 holders — while 137 trimmed existing stakes and 106 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $106M. The largest seller was Wellington Management Group, cutting an estimated $153M.

  • 363 institutional investors held Ionis Pharmaceuticals (IONS) as of Q1 2020, down from 390 in Q4 2019.
  • Funds reported $5.6B of Ionis Pharmaceuticals stock for Q1 2020, down 23% quarter-over-quarter.
  • 37 funds opened new Ionis Pharmaceuticals positions in Q1 2020 and 61 closed out, a net change of -24 holders.
  • The largest Ionis Pharmaceuticals buyer in Q1 2020 was T. Rowe Price Associates, an estimated $106M added.
  • The largest Ionis Pharmaceuticals seller in Q1 2020 was Wellington Management Group, an estimated $153M sold.

Based on aggregated 13F filings for Q1 2020.