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Ionis Pharmaceuticals

310 hedge funds and large institutions have $6.35B invested in Ionis Pharmaceuticals in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 103 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $29.2M | Put options by funds: $20.7M

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

13% more capital invested

Capital invested by funds: $5.6B → $6.35B (+$744M)

2.06% more ownership

Funds ownership: 95.43%97.49% (+2.1%)

2% more funds holding

Funds holding: 304310 (+6)

1% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 103

Holders
310
Holders Change
+6
Holders Change %
+1.97%
% of All Funds
4.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
38
Increased
102
Reduced
103
Closed
27
Calls
$29.2M
Puts
$20.7M
Net Calls
+$8.55M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
276
GPS Wealth Strategies Group
Colorado
$8.98K +$578 +14 +8%
CWC
277
Carolinas Wealth Consulting
North Carolina
$7.13K
PP
278
Pacifica Partners
Canada
$7.03K
LSA
279
Leonteq Securities AG
Switzerland
$5.9K +$5.36K +130 New
PTC
280
Private Trust Company
Ohio
$4.99K
CT
281
Colonial Trust
South Carolina
$4.85K
UB
282
UMB Bank
Missouri
$4.58K
Legacy Financial Group (Iowa)
283
Legacy Financial Group (Iowa)
Iowa
$4.54K +$4.13K +100 New
BWL
284
Bogart Wealth LLC
Virginia
$3.86K
SFA
285
Semmax Financial Advisors
North Carolina
$3.84K +$3.38K +82 New
BAAM
286
Baker Avenue Asset Management
California
$3.49K
RCM
287
Raleigh Capital Management
North Carolina
$3.27K
BIA
288
Bell Investment Advisors
California
$3.22K -$1.28K -31 -30%
MPWT
289
MassMutual Private Wealth & Trust
Connecticut
$3.04K +$165 +4 +6%
CA
290
Centerpoint Advisors
Massachusetts
$3K
VCM
291
Versant Capital Management
Arizona
$2.99K
PFBT
292
Parkside Financial Bank & Trust
Missouri
$2.81K
JMF
293
Johnson Midwest Financial
Iowa
$2.68K
GRP
294
Global Retirement Partners
California
$2.53K
BCM
295
Blume Capital Management
California
$2.5K
EARNEST Partners
296
EARNEST Partners
Georgia
$2.22K
CPG
297
Cornerstone Planning Group
New Jersey
$2.04K
Bessemer Group
298
Bessemer Group
New Jersey
$2K
AAP
299
Arax Advisory Partners
Colorado
$1.81K -$2.39K -58 -59%
OCM
300
Orion Capital Management
California
$1.72K +$1.57K +38 New

IONS Hedge Fund Activity: Q3 2023 in Review

310 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ionis Pharmaceuticals (IONS) for Q3 2023, worth a combined $6.35B — up 13% from $5.6B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IONS positions and 27 closed out — a net gain of 11 holders — while 102 added to existing stakes and 103 trimmed.

The largest buyer was Macquarie Group, adding an estimated $59.3M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $40.5M sold.

  • 310 institutional investors held Ionis Pharmaceuticals (IONS) as of Q3 2023, up from 304 in Q2 2023.
  • Funds reported $6.35B of Ionis Pharmaceuticals stock for Q3 2023, up 13% quarter-over-quarter.
  • 38 funds opened new Ionis Pharmaceuticals positions in Q3 2023 and 27 closed out, a net change of +11 holders.
  • The largest Ionis Pharmaceuticals buyer in Q3 2023 was Macquarie Group, an estimated $59.3M added.
  • The largest Ionis Pharmaceuticals seller in Q3 2023 was Thrivent Financial for Lutherans, an estimated $40.5M sold.

Based on aggregated 13F filings for Q3 2023.