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Ionis Pharmaceuticals

363 hedge funds and large institutions have $7.27B invested in Ionis Pharmaceuticals in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 108 increasing their positions, 116 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 28

17% more funds holding

Funds holding: 310363 (+53)

15% more capital invested

Capital invested by funds: $6.35B → $7.27B (+$922M)

2.63% more ownership

Funds ownership: 97.49%100.12% (+2.6%)

5% more call options, than puts

Call options by funds: $34.6M | Put options by funds: $32.9M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

7% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 116

Holders
363
Holders Change
+53
Holders Change %
+17.1%
% of All Funds
5.29%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
85
Increased
108
Reduced
116
Closed
28
Calls
$34.6M
Puts
$32.9M
Net Calls
+$1.68M
Net Calls Change
-$6.88M
Name Holding Trade Value Shares
Change
Change in
Stake
CWG
51
C WorldWide Group
Denmark
$15.2M +$14.4M +300,000 New
Baillie Gifford & Co
52
Baillie Gifford & Co
United Kingdom
$15.1M -$869K -18,146 -6%
Amundi
53
Amundi
France
$14.4M +$7.04M +146,986 +117%
LIP
54
Liontrust Investment Partners
United Kingdom
$14.4M -$1.25M -26,045 -8%
Corient Private Wealth
55
Corient Private Wealth
Florida
$13.5M -$1.9M -39,678 -13%
Voloridge Investment Management
56
Voloridge Investment Management
Florida
$13.4M +$12.7M +264,121 New
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.2M +$1.49M +31,025 +14%
AllianceBernstein
58
AllianceBernstein
Tennessee
$13M -$2.26M -47,198 -15%
Swiss National Bank
59
Swiss National Bank
Switzerland
$12.9M -$1.38M -28,800 -10%
Citadel Advisors
60
Citadel Advisors
Florida
$12.8M -$13.6M -283,390 -53%
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$12.8M -$1.92M -40,014 -14%
NAMA
62
Nikko Asset Management Americas
New York
$12.8M -$1.92M -40,014 -14%
Stifel Financial
63
Stifel Financial
Missouri
$12.4M -$8.34K -174 -0.1%
KCM
64
Kennedy Capital Management
Missouri
$11.6M -$489K -10,210 -4%
PFM
65
Privium Fund Management
Netherlands
$11.5M -$527K -11,000 -5%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$11.3M -$164K -3,432 -2%
PHP
67
Parkman Healthcare Partners
Connecticut
$10.7M +$2.49M +51,897 +33%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$10.6M -$21.4M -445,935 -68%
AGA
69
Altrinsic Global Advisors
Connecticut
$10.6M -$3.98M -83,032 -28%
Invesco
70
Invesco
Georgia
$10.4M +$3.58M +74,734 +57%
JFG
71
Jefferies Financial Group
New York
$10.2M +$2.02M +42,090 +26%
TCM
72
Tang Capital Management
California
$10.1M
CSS
73
Cubist Systematic Strategies
Connecticut
$10.1M +$9.55M +199,477 New
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$10.1M +$93.7K +1,956 +1%
SA
75
Sicart Associates
New York
$9.83M -$423K -8,839 -4%

IONS Hedge Fund Activity: Q4 2023 in Review

363 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ionis Pharmaceuticals (IONS) for Q4 2023, worth a combined $7.27B — up 15% from $6.35B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new IONS positions and 28 closed out — a net gain of 57 holders — while 108 added to existing stakes and 116 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $137M. The largest seller was Deep Track Capital, cutting an estimated $75.9M.

  • 363 institutional investors held Ionis Pharmaceuticals (IONS) as of Q4 2023, up from 310 in Q3 2023.
  • Funds reported $7.27B of Ionis Pharmaceuticals stock for Q4 2023, up 15% quarter-over-quarter.
  • 85 funds opened new Ionis Pharmaceuticals positions in Q4 2023 and 28 closed out, a net change of +57 holders.
  • The largest Ionis Pharmaceuticals buyer in Q4 2023 was Wellington Management Group, an estimated $137M added.
  • The largest Ionis Pharmaceuticals seller in Q4 2023 was Deep Track Capital, an estimated $75.9M sold.

Based on aggregated 13F filings for Q4 2023.