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Ionis Pharmaceuticals
IONS

338 hedge funds and large institutions have $4.92B invested in Ionis Pharmaceuticals in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 107 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $12.8M

2.93% more ownership

Funds ownership: 89.04% → 91.97% (+2.9%)

7% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 107

7% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 54

3% less funds holding

Funds holding: 349 → 338 (-11)

11% less capital invested

Capital invested by funds: $5.53B → $4.92B (-$618M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
338
Holders Change
-11
Holders Change %
-3.15%
% of All Funds
5.43%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
50
Increased
115
Reduced
107
Closed
54
Calls
$15.2M
Puts
$12.8M
Net Calls
+$2.46M
Net Calls Change
-$7.76M

Top Buyers

Rank Fund Capital Flow
1
O
OrbiMed
New York
+$51.5M
2
DTC
Deep Track Capital
Connecticut
+$50.7M
3
TBC
Tweedy, Browne Co
Connecticut
+$34.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$31.2M
5
Macquarie Group
Macquarie Group
Australia
+$27.7M

Top Sellers

Rank Fund Capital Flow
1
BI
BVF Inc
California
-$73.7M
2
AIM
ARK Investment Management
Florida
-$43.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$21.2M
4
WP
Woodline Partners
California
-$18M
5
Goldman Sachs
Goldman Sachs
New York
-$15.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
301
Pacifica Partners
Canada
$5.58K – – –
RCM
302
Raleigh Capital Management
North Carolina
$5.44K +$3.03K +72 +100%
SWM
303
Spire Wealth Management
Virginia
$5K – – –
LC
304
Lindbrook Capital
California
$4.34K -$2.86K -68 -37%
LJHT
305
Laurie J. Hall Trustee
$4K -$2.94K -70 -38%
UB
306
UMB Bank
Missouri
$4K -$547 -13 -11%
BIA
307
Bell Investment Advisors
California
$3.85K -$505 -12 -11%
AF
308
Affiance Financial
Minnesota
$3.78K +$4.21K +100 New
BWL
309
Bogart Wealth LLC
Virginia
$3.21K – – –
CT
310
Colonial Trust
South Carolina
$3.06K +$3.45K +82 New
CA
311
Centerpoint Advisors
Massachusetts
$3K – – –
SFA
312
Semmax Financial Advisors
North Carolina
$3K – – –
VCM
313
Versant Capital Management
Arizona
$2.95K – – –
BAAM
314
Baker Avenue Asset Management
California
$2.91K +$3.24K +77 New
PFBT
315
Parkside Financial Bank & Trust
Missouri
$2.34K – – –
BCM
316
Blume Capital Management
California
$2.08K – – –
CAL
317
Capital Advisors Ltd
Ohio
$2K +$2.48K +59 +1,475%
JMF
318
Johnson Midwest Financial
Iowa
$2K +$2.48K +59 New
PAG
319
Private Advisor Group
New Jersey
$1.93K -$2.48M -58,864 -54%
GRP
320
Global Retirement Partners
California
$1.93K – – –
EARNEST Partners
321
EARNEST Partners
Georgia
$1.85K – – –
CPG
322
Cornerstone Planning Group
New Jersey
$1.83K +$1.89K +45 New
OCM
323
Orion Capital Management
California
$1.44K – – –
CWP
324
Concord Wealth Partners
Virginia
$1.36K +$1.51K +36 New
TWA
325
TCI Wealth Advisors
Arizona
$1.32K – – –
11 12
13
14 15

IONS Hedge Fund Activity: Q4 2022 in Review

338 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ionis Pharmaceuticals (IONS) for Q4 2022, worth a combined $4.92B — down 11% from $5.53B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of IONS and 50 opened new positions — a net loss of 4 holders — while 107 trimmed existing stakes and 115 added.

The largest buyer was OrbiMed, adding an estimated $51.5M. The largest seller was BVF Inc, cutting an estimated $73.7M.

  • 338 institutional investors held Ionis Pharmaceuticals (IONS) as of Q4 2022, down from 349 in Q3 2022.
  • Funds reported $4.92B of Ionis Pharmaceuticals stock for Q4 2022, down 11% quarter-over-quarter.
  • 50 funds opened new Ionis Pharmaceuticals positions in Q4 2022 and 54 closed out, a net change of -4 holders.
  • The largest Ionis Pharmaceuticals buyer in Q4 2022 was OrbiMed, an estimated $51.5M added.
  • The largest Ionis Pharmaceuticals seller in Q4 2022 was BVF Inc, an estimated $73.7M sold.

Based on aggregated 13F filings for Q4 2022.