We are live on ! Find out more
IONS icon

Ionis Pharmaceuticals

375 hedge funds and large institutions have $7.09B invested in Ionis Pharmaceuticals in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 123 increasing their positions, 131 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 34

27% more capital invested

Capital invested by funds: $5.6B → $7.09B (+$1.49B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4% more funds holding

Funds holding: 362375 (+13)

1.3% more ownership

Funds ownership: 84.99%86.28% (+1.3%)

6% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 131

12% less call options, than puts

Call options by funds: $42.7M | Put options by funds: $48.7M

Holders
375
Holders Change
+13
Holders Change %
+3.59%
% of All Funds
7.69%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
50
Increased
123
Reduced
131
Closed
34
Calls
$42.7M
Puts
$48.7M
Net Calls
-$5.98M
Net Calls Change
+$9.66M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
301
Balentine LLC
Georgia
$50K +$13.3K +239 +39%
NG
302
NWK Group
California
$49K +$4.17K +75 +10%
DCM
303
Dupont Capital Management
Delaware
$48K +$45.5K +818 New
CFA
304
Carroll Financial Associates
North Carolina
$46K +$8.46K +152 +24%
CAW
305
Cornerstone Advisors (Washington)
Washington
$42K +$2.73K +49 +7%
Credit Agricole
306
Credit Agricole
France
$40K
S
307
SignatureFD
Georgia
$36K -$2.11K -38 -6%
LWANC
308
Laurel Wealth Advisors (North Carolina)
North Carolina
$35K
TRCT
309
Tower Research Capital (TRC)
New York
$33K -$386K -6,935 -93%
EIP
310
Ellis Investment Partners
Pennsylvania
$30K
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$28K
CIA
312
CSat Investment Advisory
Michigan
$25K -$47.5K -854 -67%
JCM
313
Jacobi Capital Management
Pennsylvania
$25K
OSAM
314
O'Shaughnessy Asset Management
Connecticut
$19K +$18.1K +326 New
CFG
315
Citizens Financial Group
Rhode Island
$18K
APA
316
American Portfolios Advisors
New York
$17.7K
CAN
317
Cetera Advisor Networks
California
$17K +$16K +288 New
GCM
318
Gables Capital Management
Florida
$16K
FCM
319
Firestone Capital Management
Florida
$15K
VAIA
320
Virtus Alternative Investment Advisers
Connecticut
$14K +$13.2K +237 New
RFA
321
Reilly Financial Advisors
California
$13K +$2.78K +50 +29%
AWM
322
AllSquare Wealth Management
New York
$12K
GT
323
Glenmede Trust
Pennsylvania
$11K -$24.8K -446 -69%
PFO
324
Pathstone Family Office
New Jersey
$11K -$5.95K -107 -38%
GWS
325
Glassman Wealth Services
Virginia
$11K +$3.95K +71 +57%

IONS Hedge Fund Activity: Q2 2020 in Review

375 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Ionis Pharmaceuticals (IONS) for Q2 2020, worth a combined $7.09B — up 27% from $5.6B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IONS positions and 34 closed out — a net gain of 16 holders — while 123 added to existing stakes and 131 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $270M. The largest seller was Wellington Management Group, cutting an estimated $125M.

  • 375 institutional investors held Ionis Pharmaceuticals (IONS) as of Q2 2020, up from 362 in Q1 2020.
  • Funds reported $7.09B of Ionis Pharmaceuticals stock for Q2 2020, up 27% quarter-over-quarter.
  • 50 funds opened new Ionis Pharmaceuticals positions in Q2 2020 and 34 closed out, a net change of +16 holders.
  • The largest Ionis Pharmaceuticals buyer in Q2 2020 was T. Rowe Price Associates, an estimated $270M added.
  • The largest Ionis Pharmaceuticals seller in Q2 2020 was Wellington Management Group, an estimated $125M sold.

Based on aggregated 13F filings for Q2 2020.