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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
PWMG
301
Prestige Wealth Management Group
New Jersey
$3K +$3.06K +60 New
PWM
302
PRW Wealth Management
Massachusetts
$3K +$3.21K +63 New
PAMU
303
Pictet Asset Management (UK)
United Kingdom
$2.95K +$801K +15,700 +40%
TRCT
304
Tower Research Capital (TRC)
New York
$2K -$90.1K -1,767 -98%
AAP
305
Arax Advisory Partners
Colorado
$2K
First Manhattan
306
First Manhattan
New York
$2K
PCM
307
Princeton Capital Management
New Jersey
$2K
PCG
308
Private Capital Group
Connecticut
$2K
VCM
309
Versant Capital Management
Arizona
$2K
AF
310
Advisornet Financial
Minnesota
$2K +$1.48K +29 New
JFA
311
JNBA Financial Advisors
Minnesota
$2K +$1.58K +31 New
SFA
312
Semmax Financial Advisors
North Carolina
$2K +$1.99K +39 New
LC
313
Lindbrook Capital
California
$2K +$2.24K +44 New
MOS
314
MGO One Seven
Ohio
$2K +$2.45K +48 New
AssetMark Inc
315
AssetMark Inc
California
$1K
CWM
316
Cranbrook Wealth Management
Michigan
$1K
FHA
317
First Horizon Advisors
Tennessee
$1K
JA
318
JOYN Advisors
Georgia
$1K
QCG
319
Quadrant Capital Group
Ohio
$1K
SFSIG
320
San Francisco Sentry Investment Group
California
$1K +$867 +17 New
FTI
321
Fiduciary Trust International
Massachusetts
$1K +$1.27K +25 New
PG
322
Patten Group
Tennessee
$1K +$1.38K +27 New
Schroder Investment Management Group
323
Schroder Investment Management Group
United Kingdom
$648 -$107K -2,096 -15%
GT
324
Glenmede Trust
Pennsylvania
$11 +$1.07K +21 +11%
Fiera Capital (Canada)
325
Fiera Capital (Canada)
Quebec, Canada
-$25.4M -492,213 Closed

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.