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Ionis Pharmaceuticals

361 hedge funds and large institutions have $6.17B invested in Ionis Pharmaceuticals in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 123 increasing their positions, 128 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $48.1M | Put options by funds: $27.5M

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

1% less funds holding

Funds holding: 363361 (-2)

4% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 128

2.56% less ownership

Funds ownership: 100.12%97.56% (-2.6%)

15% less capital invested

Capital invested by funds: $7.27B → $6.17B (-$1.1B)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
361
Holders Change
-2
Holders Change %
-0.55%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
50
Increased
123
Reduced
128
Closed
50
Calls
$48.1M
Puts
$27.5M
Net Calls
+$20.7M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
326
Global Retirement Partners
California
$4.08K +$143 +3 +3%
BWL
327
Bogart Wealth LLC
Virginia
$3.69K
ETC
328
Exchange Traded Concepts
Oklahoma
$3.56K +$3.91K +82 New
OCM
329
Orion Capital Management
California
$3.47K +$2K +42 +111%
EC
330
EntryPoint Capital
New York
$3.29K -$38.2K -802 -91%
National Bank of Canada
331
National Bank of Canada
Quebec, Canada
$3.13K +$3.81K +80 New
RCM
332
Raleigh Capital Management
North Carolina
$3.12K
BIA
333
Bell Investment Advisors
California
$3.08K
SFA
334
Semmax Financial Advisors
North Carolina
$3.07K -$143 -3 -4%
DWS
335
Dynamic Wealth Strategies
California
$3K
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$2.9K
PFBT
337
Parkside Financial Bank & Trust
Missouri
$2.69K
VCM
338
Versant Capital Management
Arizona
$2.56K
BCM
339
Blume Capital Management
California
$2.38K
QC
340
Quent Capital
New York
$2.38K +$1.62K +34 +162%
Bessemer Group
341
Bessemer Group
New Jersey
$2K
CPG
342
Cornerstone Planning Group
New Jersey
$1.89K -$3.05K -64 -59%
SSB
343
Sandy Spring Bank
Maryland
$1.47K +$1.62K +34 New
CFO
344
CVA Family Office
Colorado
$1.3K
KFS
345
Kelly Financial Services
Massachusetts
$1.3K
FPF
346
First Pacific Financial
Washington
$1.26K +$429 +9 +45%
SAM
347
Smartleaf Asset Management
Massachusetts
$1.16K +$1.24K +26 New
CA
348
CoreCap Advisors
Michigan
$1.13K +$1.24K +26 New
AAP
349
Arax Advisory Partners
Colorado
$1.08K -$2.81K -59 -70%
MHR
350
Matthew Hamilton Rosenberg
$879

IONS Hedge Fund Activity: Q1 2024 in Review

361 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ionis Pharmaceuticals (IONS) for Q1 2024, worth a combined $6.17B — down 15% from $7.27B a quarter earlier.

Fund positioning in IONS was balanced in Q1 2024: 50 funds opened new positions, 50 closed out, 123 added to existing stakes and 128 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $51.4M. The largest seller was Morgan Stanley, cutting an estimated $48.5M.

  • 361 institutional investors held Ionis Pharmaceuticals (IONS) as of Q1 2024, down from 363 in Q4 2023.
  • Funds reported $6.17B of Ionis Pharmaceuticals stock for Q1 2024, down 15% quarter-over-quarter.
  • 50 funds opened new Ionis Pharmaceuticals positions in Q1 2024 and 50 closed out, a net change of 0 holders.
  • The largest Ionis Pharmaceuticals buyer in Q1 2024 was Wellington Management Group, an estimated $51.4M added.
  • The largest Ionis Pharmaceuticals seller in Q1 2024 was Morgan Stanley, an estimated $48.5M sold.

Based on aggregated 13F filings for Q1 2024.