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Ionis Pharmaceuticals

308 hedge funds and large institutions have $5.2B invested in Ionis Pharmaceuticals in 2016 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 88 increasing their positions, 89 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

89.66% more ownership

Funds ownership: 0%89.66% (+90%)

82% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 38

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

33% more capital invested

Capital invested by funds: $3.92B → $5.2B (+$1.28B)

10% more funds holding

Funds holding: 281308 (+27)

6% more call options, than puts

Call options by funds: $79M | Put options by funds: $74.5M

1% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 89

Holders
308
Holders Change
+27
Holders Change %
+9.61%
% of All Funds
7.7%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.17%
New
69
Increased
88
Reduced
89
Closed
38
Calls
$79M
Puts
$74.5M
Net Calls
+$4.5M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NIMI
326
Natixis Investment Managers International
France
-$609K -16,631 Closed
NI
327
Numeric Investors
Massachusetts
-$425K -11,600 Closed
AIM
328
Assured Investment Management
New York
-$368K -10,032 Closed
Squarepoint
329
Squarepoint
New York
-$337K -9,200 Closed
AP
330
AHL Partners
United Kingdom
-$294K -8,036 Closed
EMG
331
Ellington Management Group
Connecticut
-$216K -5,900 Closed
Credit Agricole
332
Credit Agricole
France
-$168K -4,600 Closed
SAM
333
Shell Asset Management
Netherlands
-$84K -2,296 Closed
MWP
334
MYCIO Wealth Partners
Pennsylvania
-$73K -2,000 Closed
AA
335
Apriem Advisors
California
-$37K -1,000 Closed
AWMS
336
Advocacy Wealth Management Services
Georgia
-$26K -700 Closed
CBOA
337
Commonwealth Bank of Australia
Australia
-$22K -600 Closed
IGIM
338
I.G. Investment Management
Manitoba, Canada
-$18K -489 Closed
NC
339
NewSquare Capital
Pennsylvania
-$13K -345 Closed
FAF
340
Fjarde Ap-fonden
Sweden
-$8K -219 Closed
JFA
341
JNBA Financial Advisors
Minnesota
-$7K -191 Closed
S
342
SignatureFD
Georgia
-$7K -191 Closed
ADL
343
Asset Dedication LLC
California
-$4K -100 Closed
RWA
344
Ropes Wealth Advisors
Massachusetts
-$2K -50 Closed
JCM
345
Jacobi Capital Management
Pennsylvania
-$1K -37 Closed
IWMPD
346
Integrated Wealth Management (Palm Desert)
California
-$1K -21 Closed

IONS Hedge Fund Activity: Q4 2016 in Review

308 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Ionis Pharmaceuticals (IONS) for Q4 2016, worth a combined $5.2B — up 33% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new IONS positions and 38 closed out — a net gain of 31 holders — while 88 added to existing stakes and 89 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $115M. The largest seller was Millennium Management, cutting an estimated $63.4M.

  • 308 institutional investors held Ionis Pharmaceuticals (IONS) as of Q4 2016, up from 281 in Q3 2016.
  • Funds reported $5.2B of Ionis Pharmaceuticals stock for Q4 2016, up 33% quarter-over-quarter.
  • 69 funds opened new Ionis Pharmaceuticals positions in Q4 2016 and 38 closed out, a net change of +31 holders.
  • The largest Ionis Pharmaceuticals buyer in Q4 2016 was Wellington Management Group, an estimated $115M added.
  • The largest Ionis Pharmaceuticals seller in Q4 2016 was Millennium Management, an estimated $63.4M sold.

Based on aggregated 13F filings for Q4 2016.