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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
KI
376
Kapitalo Investimentos
Brazil
-$289K -5,714 Closed
LCM
377
Legato Capital Management
California
-$276K -5,455 Closed
CWP
378
Capital Wealth Planning
Florida
-$274K -5,408 Closed
DTL
379
Dynamic Technology Lab
Singapore
-$267K -5,273 Closed
OA
380
Oracle Alpha
Ontario, Canada
-$254K -5,019 Closed
Mercer Global Advisors
381
Mercer Global Advisors
Colorado
-$237K -4,676 Closed
MPPW
382
Mitchell & Pahl Private Wealth
Oklahoma
-$234K -4,617 Closed
KOC
383
Koss-Olinger Consulting
Florida
-$230K -4,539 Closed
MML Investors Services
384
MML Investors Services
Massachusetts
-$219K -4,324 Closed
AQR Capital Management
385
AQR Capital Management
Connecticut
-$214K -4,300 Closed
Prudential Financial
386
Prudential Financial
New Jersey
-$216K -4,269 Closed
CCA
387
Checchi Capital Advisers
California
-$214K -4,234 Closed
BAM
388
Berkshire Asset Management
Pennsylvania
-$211K -4,180 Closed
CAN
389
Cetera Advisor Networks
California
-$206K -4,081 Closed
CIBC Asset Management
390
CIBC Asset Management
Ontario, Canada
-$202K -4,002 Closed
IUHSA
391
Itau Unibanco Holding S.A.
Brazil
-$72.3K -1,429 Closed
Group One Trading
392
Group One Trading
Illinois
-$48.5K -1,018 Closed
GWS
393
Glassman Wealth Services
Virginia
-$34.7K -686 Closed
TVAMP
394
Tennessee Valley Asset Management Partners
Tennessee
-$34K -673 Closed
ASN
395
Advisory Services Network
Georgia
-$26.3K -519 Closed
OP
396
ORG Partners
Indiana
-$20.2K -400 Closed
QL
397
Quarry LP
New York
-$10.1K -200 Closed
BTI
398
Blue Trust Inc
Georgia
-$6K -137 Closed
CT
399
Colonial Trust
South Carolina
-$6.06K -120 Closed
GAMC
400
Garner Asset Management Corp
Texas
-$5.72K -115 Closed

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.