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Ionis Pharmaceuticals

363 hedge funds and large institutions have $5.6B invested in Ionis Pharmaceuticals in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 106 increasing their positions, 137 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.84% less ownership

Funds ownership: 85.83%84.99% (-0.84%)

7% less funds holding

Funds holding: 390363 (-27)

23% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 137

23% less capital invested

Capital invested by funds: $7.29B → $5.6B (-$1.7B)

34% less call options, than puts

Call options by funds: $30.9M | Put options by funds: $46.5M

39% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 61

Holders
363
Holders Change
-27
Holders Change %
-6.92%
% of All Funds
8%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
37
Increased
106
Reduced
137
Closed
61
Calls
$30.9M
Puts
$46.5M
Net Calls
-$15.6M
Net Calls Change
-$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
326
Whittier Trust
California
$5K
GI
327
Gradient Investments
Minnesota
$5K +$1K +18 +20%
BCM
328
Blume Capital Management
California
$4K
GWMIA
329
Global Wealth Management Investment Advisory
Florida
$4K
TPCW
330
TD Private Client Wealth
New York
$3.97K
LIA
331
LS Investment Advisors
Michigan
$3K -$51.9K -932 -94%
TFS
332
TrustCore Financial Services
Tennessee
$3K -$5.18K -93 -62%
CTC
333
Central Trust Company
Missouri
$3K
TWA
334
TCI Wealth Advisors
Arizona
$3K
WAP
335
Wealthcare Advisory Partners
Pennsylvania
$3K
OAM
336
Optimal Asset Management
California
$2.06K +$1.79M +32,117 +280%
MAM
337
Meeder Asset Management
Ohio
$2K -$199K -3,574 -99%
EARNEST Partners
338
EARNEST Partners
Georgia
$2K
GRP
339
Global Retirement Partners
California
$2K
HIA
340
Harbor Investment Advisory
Maryland
$2K
SBL
341
Sargent Bickham Lagudis
Colorado
$2K
SFA
342
Semmax Financial Advisors
North Carolina
$2K
VCM
343
Versant Capital Management
Arizona
$2K
EI
344
Ellevest Inc
New York
$2K +$1.78K +32 New
BWA
345
BDO Wealth Advisors
Florida
$2K +$1.84K +33 New
ABC
346
Associated Banc-Corp
Wisconsin
$2K +$2.62K +47 New
SFS
347
Sowell Financial Services
Arkansas
$1K -$9.25K -166 -85%
EFSCE
348
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$4.96K -89 -89%
AF
349
Advisornet Financial
Minnesota
$1K
AF
350
Allworth Financial
California
$1K

IONS Hedge Fund Activity: Q1 2020 in Review

363 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Ionis Pharmaceuticals (IONS) for Q1 2020, worth a combined $5.6B — down 23% from $7.29B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of IONS and 37 opened new positions — a net loss of 24 holders — while 137 trimmed existing stakes and 106 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $106M. The largest seller was Wellington Management Group, cutting an estimated $153M.

  • 363 institutional investors held Ionis Pharmaceuticals (IONS) as of Q1 2020, down from 390 in Q4 2019.
  • Funds reported $5.6B of Ionis Pharmaceuticals stock for Q1 2020, down 23% quarter-over-quarter.
  • 37 funds opened new Ionis Pharmaceuticals positions in Q1 2020 and 61 closed out, a net change of -24 holders.
  • The largest Ionis Pharmaceuticals buyer in Q1 2020 was T. Rowe Price Associates, an estimated $106M added.
  • The largest Ionis Pharmaceuticals seller in Q1 2020 was Wellington Management Group, an estimated $153M sold.

Based on aggregated 13F filings for Q1 2020.