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Ionis Pharmaceuticals

310 hedge funds and large institutions have $6.35B invested in Ionis Pharmaceuticals in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 103 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $29.2M | Put options by funds: $20.7M

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

13% more capital invested

Capital invested by funds: $5.6B → $6.35B (+$744M)

2.06% more ownership

Funds ownership: 95.43%97.49% (+2.1%)

2% more funds holding

Funds holding: 304310 (+6)

1% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 103

Holders
310
Holders Change
+6
Holders Change %
+1.97%
% of All Funds
4.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
38
Increased
102
Reduced
103
Closed
27
Calls
$29.2M
Puts
$20.7M
Net Calls
+$8.55M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
201
Ameriprise
Minnesota
$354K -$59.6K -1,445 -16%
URS
202
Utah Retirement Systems
Utah
$349K +$8.25K +200 +3%
WI
203
WrapManager Inc
California
$341K -$19.2K -466 -6%
SI
204
Stephens Inc
Arkansas
$340K -$866 -21 -0.3%
VEA
205
Virtus ETF Advisers
New York
$338K -$39.6K -961 -11%
CRWM
206
Castle Rock Wealth Management
California
$327K -$16.5K -400 -5%
VPIM
207
Vanguard Personalized Indexing Management
California
$307K -$16K -389 -5%
Baird Financial Group
208
Baird Financial Group
Wisconsin
$307K +$7.63K +185 +3%
Cambridge Investment Research Advisors
209
Cambridge Investment Research Advisors
Iowa
$302K -$34.1K -827 -11%
Lazard Asset Management
210
Lazard Asset Management
New York
$296K +$58.6K +1,420 +28%
PI
211
PEAK6 Investments
Illinois
$295K +$268K +6,502 New
Massachusetts Financial Services
212
Massachusetts Financial Services
Massachusetts
$262K -$856K -20,760 -78%
VA
213
Vident Advisory
Georgia
$253K +$230K +5,586 New
PCM
214
Perkins Capital Management
Minnesota
$252K -$4.13K -100 -2%
TSS
215
Two Sigma Securities
New York
$242K +$220K +5,344 New
Mitsubishi UFJ Asset Management
216
Mitsubishi UFJ Asset Management
Japan
$236K +$3.92K +95 +2%
BSW
217
Buckingham Strategic Wealth
Missouri
$235K +$1.86K +45 +0.9%
Mercer Global Advisors
218
Mercer Global Advisors
Colorado
$231K -$11K -267 -5%
BHWM
219
Beaird Harris Wealth Management
Texas
$227K
KAS
220
Kestra Advisory Services
Texas
$226K -$9.08K -220 -4%
BC
221
Bridgefront Capital
Texas
$224K +$204K +4,948 New
SPA
222
Sherbrooke Park Advisers
New York
$224K +$204K +4,938 New
M&T Bank
223
M&T Bank
New York
$218K -$14.4K -348 -7%
AT
224
Arden Trust
Delaware
$217K -$19.1K -462 -9%
PFS
225
Prospera Financial Services
Texas
$216K +$196K +4,753 New

IONS Hedge Fund Activity: Q3 2023 in Review

310 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ionis Pharmaceuticals (IONS) for Q3 2023, worth a combined $6.35B — up 13% from $5.6B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IONS positions and 27 closed out — a net gain of 11 holders — while 102 added to existing stakes and 103 trimmed.

The largest buyer was Macquarie Group, adding an estimated $59.3M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $40.5M sold.

  • 310 institutional investors held Ionis Pharmaceuticals (IONS) as of Q3 2023, up from 304 in Q2 2023.
  • Funds reported $6.35B of Ionis Pharmaceuticals stock for Q3 2023, up 13% quarter-over-quarter.
  • 38 funds opened new Ionis Pharmaceuticals positions in Q3 2023 and 27 closed out, a net change of +11 holders.
  • The largest Ionis Pharmaceuticals buyer in Q3 2023 was Macquarie Group, an estimated $59.3M added.
  • The largest Ionis Pharmaceuticals seller in Q3 2023 was Thrivent Financial for Lutherans, an estimated $40.5M sold.

Based on aggregated 13F filings for Q3 2023.