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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
MAM
301
McCarthy Asset Management
California
$3K
SIA
302
SkyView Investment Advisors
New Jersey
$3K +$2.86K +91 New
BIA
303
Bell Investment Advisors
California
$3K +$2.9K +92 +920%
CA
304
Cornerstone Advisory
Maryland
$3K +$3.15K +100 New
CA
305
CoreCap Advisors
Michigan
$3K +$3.21K +102 New
BCM
306
Blume Capital Management
California
$2K -$1.1K -35 -39%
GWMIA
307
Global Wealth Management Investment Advisory
Florida
$2K
RIM
308
Rockbridge Investment Management
New York
$2K
TFS
309
TrustCore Financial Services
Tennessee
$2K
PFBT
310
Parkside Financial Bank & Trust
Missouri
$2K +$787 +25 +68%
MFAM
311
Motley Fool Asset Management
Virginia
$2K +$2.08K +66 New
CA
312
Centerpoint Advisors
Massachusetts
$2K +$2.14K +68 New
FF
313
FourThought Financial
Florida
$1K -$7.87K -250 -90%
TWA
314
TCI Wealth Advisors
Arizona
$1K -$4.38K -139 -80%
LC
315
Lindbrook Capital
California
$1K -$2.58K -82 -80%
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$1K -$1.32K -42 -66%
VCM
317
Versant Capital Management
Arizona
$1K -$220 -7 -13%
AF
318
Advisornet Financial
Minnesota
$1K
BWA
319
BDO Wealth Advisors
Florida
$1K
BFC
320
Bedel Financial Consulting
Indiana
$1K
CWM
321
Cranbrook Wealth Management
Michigan
$1K
EARNEST Partners
322
EARNEST Partners
Georgia
$1K
PCG
323
Private Capital Group
Connecticut
$1K
SBL
324
Sargent Bickham Lagudis
Colorado
$1K
SIS
325
Sound Income Strategies
Florida
$1K

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.