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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
CWS
276
Confluence Wealth Services
Pennsylvania
$11K +$12.1K +384 New
QCG
277
Quadrant Capital Group
Ohio
$10K -$3.97K -126 -27%
HWA
278
Heritage Wealth Advisors
Virginia
$10K
APA
279
American Portfolios Advisors
New York
$9.13K
Jones Financial Companies
280
Jones Financial Companies
Missouri
$9K
AWA
281
Amplius Wealth Advisors
Pennsylvania
$9K +$9.44K +300 New
GCM
282
Gables Capital Management
Florida
$8K
LJHT
283
Laurie J. Hall Trustee
$8K
GI
284
Gradient Investments
Minnesota
$8K +$5.86K +186 +204%
RFA
285
Reilly Financial Advisors
California
$7K
CWC
286
Carolinas Wealth Consulting
North Carolina
$6K -$94.4K -3,000 -94%
AWM
287
AllSquare Wealth Management
New York
$6K
CFGS
288
Concourse Financial Group Securities
Alabama
$6K +$2.61K +83 +69%
CA
289
Clearstead Advisors
Ohio
$6K +$5.82K +185 New
IA
290
IFS Advisors
Kansas
$6K +$6.29K +200 New
PB
291
Pinnacle Bancorp
Nebraska
$5K -$1.51K -48 -21%
AA
292
AlphaMark Advisors
Kentucky
$5K -$472 -15 -8%
LCM
293
Logan Capital Management
Pennsylvania
$5K
PP
294
Pacifica Partners
Canada
$5K
GWSG
295
GPS Wealth Strategies Group
Colorado
$4K
BFEC
296
Benjamin F. Edwards & Company
Missouri
$4K +$1.73K +55 +86%
MW
297
Milestone Wealth
New York
$4K +$4.19K +133 New
UB
298
UMB Bank
Missouri
$4K +$4.47K +142 New
TWC
299
TD Waterhouse Canada
Ontario, Canada
$3.13K +$3.15K +100 New
BWL
300
Bogart Wealth LLC
Virginia
$3K -$787 -25 -20%

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.