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Ionis Pharmaceuticals

375 hedge funds and large institutions have $7.09B invested in Ionis Pharmaceuticals in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 123 increasing their positions, 131 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 34

27% more capital invested

Capital invested by funds: $5.6B → $7.09B (+$1.49B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4% more funds holding

Funds holding: 362375 (+13)

1.3% more ownership

Funds ownership: 84.99%86.28% (+1.3%)

6% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 131

12% less call options, than puts

Call options by funds: $42.7M | Put options by funds: $48.7M

Holders
375
Holders Change
+13
Holders Change %
+3.59%
% of All Funds
7.69%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
50
Increased
123
Reduced
131
Closed
34
Calls
$42.7M
Puts
$48.7M
Net Calls
-$5.98M
Net Calls Change
+$9.66M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
351
Quadrant Capital Group
Ohio
$2K -$25K -449 -92%
BFC
352
Bedel Financial Consulting
Indiana
$2K -$5.56K -100 -72%
TWA
353
TCI Wealth Advisors
Arizona
$2K -$1K -18 -34%
AF
354
Advisornet Financial
Minnesota
$2K
BWA
355
BDO Wealth Advisors
Florida
$2K
EI
356
Ellevest Inc
New York
$2K
HIA
357
Harbor Investment Advisory
Maryland
$2K
PCG
358
Private Capital Group
Connecticut
$2K
SFA
359
Semmax Financial Advisors
North Carolina
$2K
VCM
360
Versant Capital Management
Arizona
$2K
AF
361
Allworth Financial
California
$1K -$389 -7 -29%
CWM
362
Cranbrook Wealth Management
Michigan
$1K
EFSCE
363
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
LC
364
Lindbrook Capital
California
$1K
SIS
365
Sound Income Strategies
Florida
$1K
VFA
366
Valeo Financial Advisors
Indiana
$1K
PMFA
367
Plante Moran Financial Advisors
Michigan
$1K +$612 +11 New
ST
368
Smithfield Trust
Pennsylvania
$1K +$834 +15 New
BCA
369
Berman Capital Advisors
Georgia
$1K +$1.11K +20 New
WAM
370
Wolverine Asset Management
Illinois
$1K +$1.78K +32 New
TI
371
tru Independence
Oregon
$8 +$5.56K +100 +278%
EC
372
EcoR1 Capital
California
-$9.86M -208,609 Closed
APG Asset Management
373
APG Asset Management
Netherlands
-$8.66M -183,160 Closed
GAM
374
Gotham Asset Management
New York
-$4.63M -97,992 Closed
Capital Fund Management (CFM)
375
Capital Fund Management (CFM)
France
-$1.56M -33,111 Closed

IONS Hedge Fund Activity: Q2 2020 in Review

375 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Ionis Pharmaceuticals (IONS) for Q2 2020, worth a combined $7.09B — up 27% from $5.6B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IONS positions and 34 closed out — a net gain of 16 holders — while 123 added to existing stakes and 131 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $270M. The largest seller was Wellington Management Group, cutting an estimated $125M.

  • 375 institutional investors held Ionis Pharmaceuticals (IONS) as of Q2 2020, up from 362 in Q1 2020.
  • Funds reported $7.09B of Ionis Pharmaceuticals stock for Q2 2020, up 27% quarter-over-quarter.
  • 50 funds opened new Ionis Pharmaceuticals positions in Q2 2020 and 34 closed out, a net change of +16 holders.
  • The largest Ionis Pharmaceuticals buyer in Q2 2020 was T. Rowe Price Associates, an estimated $270M added.
  • The largest Ionis Pharmaceuticals seller in Q2 2020 was Wellington Management Group, an estimated $125M sold.

Based on aggregated 13F filings for Q2 2020.