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Ionis Pharmaceuticals

238 hedge funds and large institutions have $3.58B invested in Ionis Pharmaceuticals in 2014 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 84 increasing their positions, 80 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 41

2% more funds holding

Funds holding: 234238 (+4)

5% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 80

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

21% less capital invested

Capital invested by funds: $4.52B → $3.58B (-$944M)

34% less call options, than puts

Call options by funds: $63.4M | Put options by funds: $95.5M

Holders
238
Holders Change
+4
Holders Change %
+1.71%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
47
Increased
84
Reduced
80
Closed
41
Calls
$63.4M
Puts
$95.5M
Net Calls
-$32.1M
Net Calls Change
+$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$605M
ClearBridge Investments
2
ClearBridge Investments
New York
$284M +$28.2M +895,096 +12%
Artisan Partners
3
Artisan Partners
Wisconsin
$261M -$37.5M -1,190,693 -14%
Vanguard Group
4
Vanguard Group
Pennsylvania
$250M -$16.3M -516,802 -7%
BB
5
BB Biotech
Switzerland
$231M +$12.8M +405,000 +6%
WRF
6
Waddell & Reed Financial
Kansas
$185M +$1.54M +48,900 +0.9%
BFA
7
BlackRock Fund Advisors
California
$142M -$7.85M -249,389 -6%
BIT
8
BlackRock Institutional Trust
California
$111M +$2.45M +77,929 +2%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$95.3M -$14.6M -462,979 -14%
State Street
10
State Street
Massachusetts
$82.9M -$6.77K -215 -0%
Franklin Resources
11
Franklin Resources
California
$67.2M -$4.99M -158,465 -8%
PA
12
Pinnacle Associates
New York
$66M -$810K -25,722 -1%
TAM
13
Tocqueville Asset Management
New York
$64.2M +$18.9M +601,200 +48%
Jennison Associates
14
Jennison Associates
New York
$60.1M -$5.38M -170,722 -9%
Norges Bank
15
Norges Bank
Norway
$51.8M +$23.7M +752,077 +100%
Northern Trust
16
Northern Trust
Illinois
$46.8M -$5.21M -165,315 -11%
AllianceBernstein
17
AllianceBernstein
Tennessee
$38.2M -$1.05M -33,326 -3%
Stifel Financial
18
Stifel Financial
Missouri
$36.2M +$6.4M +203,132 +24%
ACM
19
Apex Capital Management
Ohio
$30.6M +$5.49M +174,228 +24%
GTP
20
Global Thematic Partners
New York
$29.5M +$27M +855,966 New
SI
21
Scout Investments
Missouri
$28.6M -$1.18M -37,554 -4%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$27.1M +$13M +414,431 +111%
Goldman Sachs
23
Goldman Sachs
New York
$26.8M +$6.69M +212,583 +38%
UBS AM
24
UBS AM
Illinois
$26.1M +$10.7M +340,000 +81%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$25.1M +$1.75M +55,628 +8%

IONS Hedge Fund Activity: Q2 2014 in Review

238 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Ionis Pharmaceuticals (IONS) for Q2 2014, worth a combined $3.58B — down 21% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IONS positions and 41 closed out — a net gain of 6 holders — while 84 added to existing stakes and 80 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $28.2M. The largest seller was Sectoral Asset Management, exiting entirely with an estimated $38.1M sold.

  • 238 institutional investors held Ionis Pharmaceuticals (IONS) as of Q2 2014, up from 234 in Q1 2014.
  • Funds reported $3.58B of Ionis Pharmaceuticals stock for Q2 2014, down 21% quarter-over-quarter.
  • 47 funds opened new Ionis Pharmaceuticals positions in Q2 2014 and 41 closed out, a net change of +6 holders.
  • The largest Ionis Pharmaceuticals buyer in Q2 2014 was ClearBridge Investments, an estimated $28.2M added.
  • The largest Ionis Pharmaceuticals seller in Q2 2014 was Sectoral Asset Management, an estimated $38.1M sold.

Based on aggregated 13F filings for Q2 2014.