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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
PA
151
Profund Advisors
Maryland
$1.47M -$306K -6,397 -18%
AB
152
Amalgamated Bank
New York
$1.47M -$4.36K -91 -0.3%
EGM
153
Engineers Gate Manager
New York
$1.46M +$1.38M +28,877 New
UOC
154
UBS O'Connor
Illinois
$1.45M -$1.6M -33,435 -54%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$1.44M -$59.3K -1,239 -4%
Victory Capital Management
156
Victory Capital Management
Texas
$1.41M +$592K +12,357 +80%
Handelsbanken Fonder
157
Handelsbanken Fonder
Sweden
$1.37M +$153K +3,200 +13%
Ameriprise
158
Ameriprise
Minnesota
$1.3M +$853K +17,810 +228%
Creative Planning
159
Creative Planning
Kansas
$1.28M +$179K +3,727 +17%
SO
160
STRS Ohio
Ohio
$1.25M +$1.19M +24,779 New
HP
161
HealthInvest Partners
Sweden
$1.23M +$1.16M +24,243 New
FAM
162
Fred Alger Management
New York
$1.22M +$502K +10,488 +77%
ECM
163
ExodusPoint Capital Management
New York
$1.19M +$1.12M +23,484 New
Commonwealth Equity Services
164
Commonwealth Equity Services
Massachusetts
$1.09M -$383 -8 -0%
Mariner
165
Mariner
Kansas
$1.05M +$133K +2,784 +16%
PHK
166
Point72 Hong Kong
Hong Kong
$1.01M +$959K +20,015 New
Bank Julius Baer & Co
167
Bank Julius Baer & Co
Switzerland
$964K +$912K +19,050 New
Osaic Holdings
168
Osaic Holdings
Arizona
$956K +$357K +7,462 +65%
AG
169
Algert Global
California
$881K -$1.35M -28,110 -62%
Natixis Advisors
170
Natixis Advisors
Massachusetts
$875K +$66.8K +1,394 +9%
NB
171
NBT Bank
New York
$863K
X
172
Xponance
Pennsylvania
$844K -$54.7K -1,143 -6%
William Blair & Company
173
William Blair & Company
Illinois
$841K +$13.6K +284 +2%
CUAMC
174
China Universal Asset Management Company
China
$840K +$619K +12,928 +352%
Public Employees Retirement Association of Colorado
175
Public Employees Retirement Association of Colorado
Colorado
$838K -$63.8K -1,332 -7%

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.