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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
AAP
276
Arax Advisory Partners
Colorado
$4.02K +$346 +9 +10%
BWL
277
Bogart Wealth LLC
Virginia
$3.49K
BAAM
278
Baker Avenue Asset Management
California
$3.16K
CA
279
Centerpoint Advisors
Massachusetts
$3K
RCM
280
Raleigh Capital Management
North Carolina
$2.95K
SCA
281
Stonebridge Capital Advisors
Minnesota
$2.83K +$2.65K +69 New
VCM
282
Versant Capital Management
Arizona
$2.71K +$154 +4 +6%
MPWT
283
MassMutual Private Wealth & Trust
Connecticut
$2.58K +$1.04K +27 +75%
PFBT
284
Parkside Financial Bank & Trust
Missouri
$2.54K
JMF
285
Johnson Midwest Financial
Iowa
$2.42K
GRP
286
Global Retirement Partners
California
$2.38K
BCM
287
Blume Capital Management
California
$2.26K
EARNEST Partners
288
EARNEST Partners
Georgia
$2.01K
Bessemer Group
289
Bessemer Group
New Jersey
$2K
CPG
290
Cornerstone Planning Group
New Jersey
$1.85K +$1.73K +45 New
PMFA
291
Plante Moran Financial Advisors
Michigan
$1.64K +$1.54K +40 New
CFO
292
CVA Family Office
Colorado
$1.23K
KFS
293
Kelly Financial Services
Massachusetts
$1.23K
FRA
294
Front Row Advisors
California
$1K
VNA
295
Valley National Advisers
Pennsylvania
$1K
NA
296
NewEdge Advisors
Louisiana
$861 +$500 +13 +163%
MHR
297
Matthew Hamilton Rosenberg
$821
KFI
298
Key Financial Inc
Pennsylvania
$780
FWM
299
Focused Wealth Management
New York
$656
RG
300
Retirement Group
California
$451

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.