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Ionis Pharmaceuticals
IONS

390 hedge funds and large institutions have $7.29B invested in Ionis Pharmaceuticals in 2019 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 116 increasing their positions, 131 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 43

6% more funds holding

Funds holding: 369 → 390 (+21)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0% less capital invested

Capital invested by funds: $7.3B → $7.29B (-$9.2M)

0.96% less ownership

Funds ownership: 86.79% → 85.83% (-0.96%)

11% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 131

13% less call options, than puts

Call options by funds: $89M | Put options by funds: $103M

Holders
390
Holders Change
+21
Holders Change %
+5.69%
% of All Funds
7.68%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
69
Increased
116
Reduced
131
Closed
43
Calls
$89M
Puts
$103M
Net Calls
-$13.9M
Net Calls Change
-$11.1M

Top Buyers

Rank Fund Capital Flow
1
BI
BVF Inc
California
+$74.1M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$29M
3
Citadel Advisors
Citadel Advisors
Florida
+$24.9M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$22.3M
5
JP Morgan Chase
JP Morgan Chase
New York
+$19.2M

Top Sellers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
-$80M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$60M
3
WRF
Waddell & Reed Financial
Kansas
-$59M
4
APG Asset Management
APG Asset Management
Netherlands
-$26.3M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$22.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
351
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
MCM
352
Manchester Capital Management
Vermont
$6K – – –
WT
353
Whittier Trust
California
$6K – – –
OSAM
354
O'Shaughnessy Asset Management
Connecticut
$6K +$6.32K +106 New
TPCW
355
TD Private Client Wealth
New York
$5.07K +$5K +84 New
GI
356
Gradient Investments
Minnesota
$5K -$1.43K -24 -21%
BCM
357
Blume Capital Management
California
$5K – – –
GWMIA
358
Global Wealth Management Investment Advisory
Florida
$5K – – –
BCA
359
Berman Capital Advisors
Georgia
$4K -$1.85K -31 -32%
CTC
360
Central Trust Company
Missouri
$4K – – –
GEA
361
Glen Eagle Advisors
New Jersey
$3.93K +$3.87K +65 New
TWA
362
TCI Wealth Advisors
Arizona
$3K -$417 -7 -12%
EARNEST Partners
363
EARNEST Partners
Georgia
$3K – – –
SBL
364
Sargent Bickham Lagudis
Colorado
$3K – – –
WAP
365
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
PA
366
PSI Advisors
Florida
$3K +$2.98K +50 New
LWM
367
Lionsbridge Wealth Management
Florida
$3K +$3.28K +55 New
AF
368
Advisornet Financial
Minnesota
$2K -$4.17K -70 -71%
AAP
369
Arax Advisory Partners
Colorado
$2K – – –
BFC
370
Bedel Financial Consulting
Indiana
$2K – – –
CWM
371
Cranbrook Wealth Management
Michigan
$2K – – –
FHA
372
First Horizon Advisors
Tennessee
$2K – – –
GRP
373
Global Retirement Partners
California
$2K – – –
SFA
374
Semmax Financial Advisors
North Carolina
$2K – – –
VCM
375
Versant Capital Management
Arizona
$2K – – –
13 14
15
16 17

IONS Hedge Fund Activity: Q4 2019 in Review

390 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Ionis Pharmaceuticals (IONS) for Q4 2019, worth a combined $7.29B — down 0.13% from $7.3B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new IONS positions and 43 closed out — a net gain of 26 holders — while 116 added to existing stakes and 131 trimmed.

The largest buyer was BVF Inc, adding an estimated $74.1M. The largest seller was ClearBridge Investments, cutting an estimated $80M.

  • 390 institutional investors held Ionis Pharmaceuticals (IONS) as of Q4 2019, up from 369 in Q3 2019.
  • Funds reported $7.29B of Ionis Pharmaceuticals stock for Q4 2019, down 0.13% quarter-over-quarter.
  • 69 funds opened new Ionis Pharmaceuticals positions in Q4 2019 and 43 closed out, a net change of +26 holders.
  • The largest Ionis Pharmaceuticals buyer in Q4 2019 was BVF Inc, an estimated $74.1M added.
  • The largest Ionis Pharmaceuticals seller in Q4 2019 was ClearBridge Investments, an estimated $80M sold.

Based on aggregated 13F filings for Q4 2019.