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Ionis Pharmaceuticals
IONS

382 hedge funds and large institutions have $6.8B invested in Ionis Pharmaceuticals in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 123 increasing their positions, 113 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $88.4M | Put options by funds: $35M

39% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 49

21% more capital invested

Capital invested by funds: $5.62B → $6.8B (+$1.18B)

4% more funds holding

Funds holding: 367 → 382 (+15)

1.07% more ownership

Funds ownership: 84.86% → 85.94% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 113

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
382
Holders Change
+15
Holders Change %
+4.09%
% of All Funds
6.76%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
68
Increased
123
Reduced
113
Closed
49
Calls
$88.4M
Puts
$35M
Net Calls
+$53.3M
Net Calls Change
+$57.4M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$119M
2
AIM
ARK Investment Management
Florida
+$94.5M
3
BlackRock
BlackRock
New York
+$64M
4
JP Morgan Chase
JP Morgan Chase
New York
+$57.1M
5
Invesco
Invesco
Georgia
+$40.5M

Top Sellers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$239M
2
Citadel Advisors
Citadel Advisors
Florida
-$67M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$41.2M
4
Two Sigma Investments
Two Sigma Investments
New York
-$39.1M
5
Renaissance Technologies
Renaissance Technologies
New York
-$36M
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
351
Kathmere Capital Management
Pennsylvania
$3K – – –
RIM
352
Rockbridge Investment Management
New York
$3K – – –
TFS
353
TrustCore Financial Services
Tennessee
$3K – – –
SIA
354
SkyView Investment Advisors
New Jersey
$3K +$2.24K +45 New
LC
355
Lindbrook Capital
California
$3K +$2.29K +46 New
DWP
356
Destiny Wealth Partners
Florida
$3K +$2.49K +50 New
RPWA
357
Regent Peak Wealth Advisors
Georgia
$3K +$2.89K +58 New
AF
358
Advisornet Financial
Minnesota
$2K – – –
BWA
359
BDO Wealth Advisors
Florida
$2K – – –
BFC
360
Bedel Financial Consulting
Indiana
$2K – – –
HIA
361
Harbor Investment Advisory
Maryland
$2K – – –
LWM
362
Liberty Wealth Management
California
$2K – – –
PCG
363
Private Capital Group
Connecticut
$2K – – –
SBL
364
Sargent Bickham Lagudis
Colorado
$2K – – –
SFA
365
Semmax Financial Advisors
North Carolina
$2K – – –
TWA
366
TCI Wealth Advisors
Arizona
$2K – – –
VCM
367
Versant Capital Management
Arizona
$2K – – –
OCM
368
Orion Capital Management
California
$2K +$1.89K +38 New
MAM
369
Meeder Asset Management
Ohio
$1K -$897 -18 -58%
AF
370
Allworth Financial
California
$1K – – –
CWM
371
Cranbrook Wealth Management
Michigan
$1K – – –
EFSCE
372
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
SIS
373
Sound Income Strategies
Florida
$1K – – –
VCG
374
Vantage Consulting Group
Virginia
$1K +$847 +17 New
BWL
375
Bogart Wealth LLC
Virginia
$1K +$1.25K +25 New
13 14
15
16 17

IONS Hedge Fund Activity: Q4 2020 in Review

382 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Ionis Pharmaceuticals (IONS) for Q4 2020, worth a combined $6.8B — up 21% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IONS positions and 49 closed out — a net gain of 19 holders — while 123 added to existing stakes and 113 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $119M. The largest seller was Baillie Gifford & Co, cutting an estimated $239M.

  • 382 institutional investors held Ionis Pharmaceuticals (IONS) as of Q4 2020, up from 367 in Q3 2020.
  • Funds reported $6.8B of Ionis Pharmaceuticals stock for Q4 2020, up 21% quarter-over-quarter.
  • 68 funds opened new Ionis Pharmaceuticals positions in Q4 2020 and 49 closed out, a net change of +19 holders.
  • The largest Ionis Pharmaceuticals buyer in Q4 2020 was T. Rowe Price Associates, an estimated $119M added.
  • The largest Ionis Pharmaceuticals seller in Q4 2020 was Baillie Gifford & Co, an estimated $239M sold.

Based on aggregated 13F filings for Q4 2020.