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Ionis Pharmaceuticals

363 hedge funds and large institutions have $5.6B invested in Ionis Pharmaceuticals in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 106 increasing their positions, 137 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.84% less ownership

Funds ownership: 85.83%84.99% (-0.84%)

7% less funds holding

Funds holding: 390363 (-27)

23% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 137

23% less capital invested

Capital invested by funds: $7.29B → $5.6B (-$1.7B)

34% less call options, than puts

Call options by funds: $30.9M | Put options by funds: $46.5M

39% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 61

Holders
363
Holders Change
-27
Holders Change %
-6.92%
% of All Funds
8%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
37
Increased
106
Reduced
137
Closed
61
Calls
$30.9M
Puts
$46.5M
Net Calls
-$15.6M
Net Calls Change
-$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
401
MML Investors Services
Massachusetts
-$202K -3,344 Closed
RMAM
402
Raab & Moskowitz Asset Management
New Jersey
-$194K -3,221 Closed
TPWA
403
TRUE Private Wealth Advisors
Oregon
-$149K -2,475 Closed
ACM
404
Allred Capital Management
Texas
-$76.2K -1,262 Closed
Marshall Wace
405
Marshall Wace
United Kingdom
-$61K -1,016 Closed
EW
406
Evoke Wealth
California
-$56K -927 Closed
TCWM
407
Total Clarity Wealth Management
Illinois
-$46K -755 Closed
Chevy Chase Trust
408
Chevy Chase Trust
Maryland
-$37K -614 Closed
AP
409
Americana Partners
Texas
-$29K -488 Closed
FIB
410
First Interstate Bank
Montana
-$25K -419 Closed
HNB
411
Huntington National Bank
Ohio
-$19.5K -350 -100%
BCI
412
Brinker Capital Investments
Pennsylvania
-$8K -138 Closed
OSAM
413
O'Shaughnessy Asset Management
Connecticut
-$6K -106 Closed
BCA
414
Berman Capital Advisors
Georgia
-$4K -67 Closed
GEA
415
Glen Eagle Advisors
New Jersey
-$3.93K -65 Closed
LWM
416
Lionsbridge Wealth Management
Florida
-$3K -55 Closed
PA
417
PSI Advisors
Florida
-$3K -50 Closed
FHA
418
First Horizon Advisors
Tennessee
-$2K -35 Closed
AAP
419
Arax Advisory Partners
Colorado
-$2K -30 Closed

IONS Hedge Fund Activity: Q1 2020 in Review

363 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Ionis Pharmaceuticals (IONS) for Q1 2020, worth a combined $5.6B — down 23% from $7.29B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of IONS and 37 opened new positions — a net loss of 24 holders — while 137 trimmed existing stakes and 106 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $106M. The largest seller was Wellington Management Group, cutting an estimated $153M.

  • 363 institutional investors held Ionis Pharmaceuticals (IONS) as of Q1 2020, down from 390 in Q4 2019.
  • Funds reported $5.6B of Ionis Pharmaceuticals stock for Q1 2020, down 23% quarter-over-quarter.
  • 37 funds opened new Ionis Pharmaceuticals positions in Q1 2020 and 61 closed out, a net change of -24 holders.
  • The largest Ionis Pharmaceuticals buyer in Q1 2020 was T. Rowe Price Associates, an estimated $106M added.
  • The largest Ionis Pharmaceuticals seller in Q1 2020 was Wellington Management Group, an estimated $153M sold.

Based on aggregated 13F filings for Q1 2020.