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Ionis Pharmaceuticals

313 hedge funds and large institutions have $4.69B invested in Ionis Pharmaceuticals in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 87 increasing their positions, 128 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $10.2M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.23% less ownership

Funds ownership: 91.97%91.74% (-0.23%)

5% less capital invested

Capital invested by funds: $4.92B → $4.69B (-$222M)

7% less funds holding

Funds holding: 338313 (-25)

32% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 128

36% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 53

Holders
313
Holders Change
-25
Holders Change %
-7.4%
% of All Funds
4.99%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
34
Increased
87
Reduced
128
Closed
53
Calls
$17.2M
Puts
$10.2M
Net Calls
+$7M
Net Calls Change
+$4.54M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$300K -$33.3K -886 -10%
MIM
202
MetLife Investment Management
New Jersey
$289K +$676 +18 +0.2%
VEA
203
Virtus ETF Advisers
New York
$287K +$5.41K +144 +2%
NFC
204
Northeast Financial Consultants
Connecticut
$277K
CB
205
Commerce Bank
Missouri
$270K -$7.36K -196 -3%
URS
206
Utah Retirement Systems
Utah
$268K
SI
207
Stephens Inc
Arkansas
$262K +$12.7K +339 +5%
DU
208
Delphia (USA)
Ontario, Canada
$262K -$161K -4,286 -37%
TCM
209
Tanaka Capital Management
New York
$254K
BC
210
Bridgefront Capital
Texas
$252K +$265K +7,056 New
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$247K -$563 -15 -0.2%
Baird Financial Group
212
Baird Financial Group
Wisconsin
$242K -$4.13K -110 -2%
HSBC Holdings
213
HSBC Holdings
United Kingdom
$234K +$249K +6,623 New
Mariner
214
Mariner
Kansas
$233K -$414K -11,021 -63%
Lazard Asset Management
215
Lazard Asset Management
New York
$220K +$92.6K +2,465 +66%
BRWA
216
B. Riley Wealth Advisors
Florida
$215K -$103K -2,732 -31%
JMPWA
217
JP Morgan Private Wealth Advisors
California
$211K -$11.8K -313 -5%
VPIM
218
Vanguard Personalized Indexing Management
California
$210K -$11K -293 -5%
PCM
219
Perkins Capital Management
Minnesota
$202K -$28.2K -750 -12%
Amundi
220
Amundi
France
$196K +$66.7K +1,775 +49%
BHWM
221
Beaird Harris Wealth Management
Texas
$179K -$2.33K -62 -1%
Mitsubishi UFJ Asset Management
222
Mitsubishi UFJ Asset Management
Japan
$169K +$17.2K +457 +11%
KI
223
Kapitalo Investimentos
Brazil
$121K +$127K +3,381 New
IWP
224
Icon Wealth Partners
Texas
$110K +$115K +3,073 New
Acadian Asset Management
225
Acadian Asset Management
Massachusetts
$109K +$115K +3,073 New

IONS Hedge Fund Activity: Q1 2023 in Review

313 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ionis Pharmaceuticals (IONS) for Q1 2023, worth a combined $4.69B — down 4.5% from $4.92B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of IONS and 34 opened new positions — a net loss of 19 holders — while 128 trimmed existing stakes and 87 added.

The largest buyer was Deep Track Capital, adding an estimated $61.1M. The largest seller was Renaissance Technologies, cutting an estimated $20.4M.

  • 313 institutional investors held Ionis Pharmaceuticals (IONS) as of Q1 2023, down from 338 in Q4 2022.
  • Funds reported $4.69B of Ionis Pharmaceuticals stock for Q1 2023, down 4.5% quarter-over-quarter.
  • 34 funds opened new Ionis Pharmaceuticals positions in Q1 2023 and 53 closed out, a net change of -19 holders.
  • The largest Ionis Pharmaceuticals buyer in Q1 2023 was Deep Track Capital, an estimated $61.1M added.
  • The largest Ionis Pharmaceuticals seller in Q1 2023 was Renaissance Technologies, an estimated $20.4M sold.

Based on aggregated 13F filings for Q1 2023.