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Ionis Pharmaceuticals

304 hedge funds and large institutions have $5.6B invested in Ionis Pharmaceuticals in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 111 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $4.69B → $5.6B (+$909M)

3.69% more ownership

Funds ownership: 91.74%95.43% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less call options, than puts

Call options by funds: $21.6M | Put options by funds: $23.6M

3% less funds holding

Funds holding: 313304 (-9)

13% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 111

21% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 42

Holders
304
Holders Change
-9
Holders Change %
-2.88%
% of All Funds
4.77%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
33
Increased
97
Reduced
111
Closed
42
Calls
$21.6M
Puts
$23.6M
Net Calls
-$2.1M
Net Calls Change
-$9.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PL
176
Plancorp LLC
Missouri
$458K -$77 -2 -0%
OAM
177
Oppenheimer Asset Management
New York
$452K -$1.38K -36 -0.3%
EFM
178
E Fund Management
China
$451K -$14.8K -384 -3%
MSRPS
179
Maryland State Retirement & Pension System
Maryland
$449K
WA
180
Waddell & Associates
Tennessee
$412K
Deutsche Bank
181
Deutsche Bank
Germany
$387K -$1.39M -36,300 -79%
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$383K -$5.03K -131 -1%
Ameriprise
183
Ameriprise
Minnesota
$380K +$13.2K +343 +4%
ProShare Advisors
184
ProShare Advisors
Maryland
$380K -$25.1K -653 -7%
Franklin Resources
185
Franklin Resources
California
$376K -$47.2K -1,229 -12%
QP
186
Quilter Plc
United Kingdom
$360K
Osaic Holdings
187
Osaic Holdings
Arizona
$360K -$29.7K -774 -8%
NIM
188
Nicollet Investment Management
Minnesota
$359K +$11.3K +293 +3%
Vontobel Holding
189
Vontobel Holding
Switzerland
$351K -$48K -1,250 -13%
VEA
190
Virtus ETF Advisers
New York
$345K +$14.4K +374 +5%
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$343K -$384 -10 -0.1%
GAM
192
Gotham Asset Management
New York
$331K -$199K -5,168 -39%
WI
193
WrapManager Inc
California
$328K -$26.1K -680 -8%
MIM
194
MetLife Investment Management
New Jersey
$325K -$6.84K -178 -2%
CRWM
195
Castle Rock Wealth Management
California
$311K -$462K -12,013 -62%
SI
196
Stephens Inc
Arkansas
$308K +$6.3K +164 +2%
URS
197
Utah Retirement Systems
Utah
$308K
Cambridge Investment Research Advisors
198
Cambridge Investment Research Advisors
Iowa
$307K -$38.4K -1,000 -12%
VPIM
199
Vanguard Personalized Indexing Management
California
$294K +$50K +1,301 +22%
TCM
200
Tanaka Capital Management
New York
$292K

IONS Hedge Fund Activity: Q2 2023 in Review

304 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ionis Pharmaceuticals (IONS) for Q2 2023, worth a combined $5.6B — up 19% from $4.69B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of IONS and 33 opened new positions — a net loss of 9 holders — while 111 trimmed existing stakes and 97 added.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $76.2M. The largest seller was Allspring Global Investments, cutting an estimated $14.5M.

  • 304 institutional investors held Ionis Pharmaceuticals (IONS) as of Q2 2023, down from 313 in Q1 2023.
  • Funds reported $5.6B of Ionis Pharmaceuticals stock for Q2 2023, up 19% quarter-over-quarter.
  • 33 funds opened new Ionis Pharmaceuticals positions in Q2 2023 and 42 closed out, a net change of -9 holders.
  • The largest Ionis Pharmaceuticals buyer in Q2 2023 was Pictet Asset Management (Switzerland), an estimated $76.2M added.
  • The largest Ionis Pharmaceuticals seller in Q2 2023 was Allspring Global Investments, an estimated $14.5M sold.

Based on aggregated 13F filings for Q2 2023.