Signals

IONS

521 in-universe funds with a nonzero position in IONS within the trailing 4 quarters, as of 2025Q4

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-23 8-K Item(s) 7.01, 8.01, 9.01
2026-09-04 8-K Item(s) 7.01, 8.01, 9.01
2026-09-04 8-K Item(s) 7.01, 8.01, 9.01
2026-08-31 Insider BENNETT C FRANK (EVP, Chief Scientific Officer) acquired via J ($5,644)
2026-08-31 Insider Monia Brett P (Chief Executive Officer) acquired via J ($5,028)
2026-08-31 Insider O'NEIL PATRICK R. (EVP CLO & General Counsel) acquired via J ($3,232)
2026-08-31 Insider Birchler Brian (EVP, Corp and Development Ops) acquired via J ($2,976)
2026-07-31 Insider Hayden Michael R acquired via purchase ($258,000)
2026-07-30 Insider Hayden Michael R acquired via purchase ($800,700)
2026-07-29 8-K Item(s) 2.02, 9.01
2026-07-15 Insider BERTHELSEN SPENCER R acquired via option exercise
2026-07-15 Insider HERMAN JOAN E acquired via option exercise
2026-07-10 8-K Item(s) 7.01, 9.01
2026-07-09 8-K Item(s) 7.01, 8.01, 9.01
2026-07-07 Insider Kordasiewicz Holly B. (EVP, Chief Development Officer) disposed via sale ($30,517)
2026-07-07 Insider BENNETT C FRANK (EVP, Chief Scientific Officer) disposed via sale ($462,693)
2026-06-24 8-K Item(s) 7.01, 8.01, 9.01
2026-06-12 8-K Item(s) 8.01, 9.01
2026-06-08 8-K Item(s) 5.02, 5.07, 7.01, 9.01
2026-05-28 8-K Item(s) 7.01, 8.01, 9.01
2024-09-10 Ownership Dilution filing by IONIS PHARMACEUTICALS INC (424B5)
2024-09-09 Ownership Dilution filing by IONIS PHARMACEUTICALS INC (424B5)

Flow ranking

Rank#22673
Score / z-0.342 / -0.50
Consensus179.75 over 312 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-7% / 9.5d

Forensics

F-score Issuance as of 2026Q2
Accrual ratio-0.227
F-score3
M-score
Net issuance35.6%

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-08-31 BENNETT C FRANK J $5,644
2026-08-31 Monia Brett P J $5,028
2026-08-31 O'NEIL PATRICK R. J $3,232
2026-08-31 Birchler Brian J $2,976
2026-07-31 Hayden Michael R P $258,000
2026-07-30 Hayden Michael R P $800,700
2026-07-15 BERTHELSEN SPENCER R M
2026-07-15 HERMAN JOAN E M
2026-07-07 Kordasiewicz Holly B. 10b5-1 S $30,517
2026-07-07 BENNETT C FRANK 10b5-1 S $462,693
Showing the 10 most recent.

8-K events

Negative / total0 / 6
FiledFormItems
2026-09-23 8-K 7.01, 8.01, 9.01
2026-09-04 8-K 7.01, 8.01, 9.01
2026-09-04 8-K 7.01, 8.01, 9.01
2026-07-29 8-K 2.02, 9.01
2026-07-10 8-K 7.01, 9.01
2026-07-09 8-K 7.01, 8.01, 9.01
2026-06-24 8-K 7.01, 8.01, 9.01
2026-06-12 8-K 8.01, 9.01
2026-06-08 8-K 5.02, 5.07, 7.01, 9.01
2026-05-28 8-K 7.01, 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2024-09-10 424B5 IONIS PHARMACEUTICALS INC
2024-09-09 424B5 IONIS PHARMACEUTICALS INC

LLM reads

Ticker EvalMixed
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
FMR LLC CIK 0000315066 0.989 5571 1,904.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Capital World Investors CIK 0001422849 0.974 637 1,420.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,300.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 842.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 495.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Bellevue Group AG CIK 0001674546 0.451 148 379.9 7.2% 3 -1.3 pp +0.4 pp +7.2 pp +7.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 314.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 249.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 241.5 0.5% 3 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 210.3 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
Tweedy, Browne Co LLC CIK 0000732905 0.823 91 195.0 15.7% 3 -0.7 pp +5.1 pp +15.7 pp +15.7 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 182.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 168.9 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DEERFIELD MANAGEMENT COMPANY, L.P. CIK 0001009258 0.810 82 156.6 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
BAKER BROS. ADVISORS LP CIK 0001263508 0.959 84 141.8 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
Deep Track Capital, LP CIK 0001856083 0.444 66 134.5 3.1% 3 -3.9 pp -3.1 pp +3.1 pp +3.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 127.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 122.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC CIK 0001638555 0.123 79 115.7 3.3% 2 +1.7 pp +3.3 pp +3.3 pp +3.3 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 112.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 109.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 105.5 0.5% 3 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 104.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 100.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 93.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 88.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 85.2 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 84.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 82.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 80.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 67.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 67.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 66.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 64.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 62.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 61.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUPAMA ASSET MANAGMENT CIK 0001055969 0.775 401 60.7 0.9% 3 +0.3 pp +0.4 pp +0.9 pp +0.9 pp
Candriam S.C.A. CIK 0001537014 0.787 677 53.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Nuveen, LLC CIK 0001871926 0.966 3735 52.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 47.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 46.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
EVENTIDE ASSET MANAGEMENT, LLC CIK 0001442891 0.505 301 45.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Tri Locum Partners LP CIK 0001826434 0.296 19 44.1 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Eversept Partners, LP CIK 0001697013 0.242 115 42.6 2.4% 3 -0.3 pp +0.0 pp +2.4 pp +2.4 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 42.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 41.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 38.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 37.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 36.5 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
Amundi CIK 0001330387 0.000 1 36.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 34.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ARK Investment Management LLC CIK 0001697748 0.764 190 33.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 33.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
BOONE CAPITAL MANAGEMENT LLC CIK 0001882053 0.402 16 33.1 10.4% 2 +1.4 pp +10.4 pp +10.4 pp +10.4 pp
Jain Global LLC CIK 0002024579 0.024 1417 28.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 27.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 26.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 26.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 25.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 25.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 23.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 22.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 20.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 20.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 20.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 19.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Privium Fund Management B.V. CIK 0001795097 0.439 61 19.1 3.5% 3 +0.6 pp +1.2 pp +3.5 pp +3.5 pp
Orion Investment Co CIK 0002033920 0.419 73 17.8 5.4% 3 +0.8 pp +2.4 pp +5.4 pp +5.4 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 17.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 17.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 17.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 17.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 16.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 16.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Ikarian Capital, LLC CIK 0001778253 0.063 126 16.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 15.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SECTOR GAMMA AS CIK 0001475373 0.224 40 14.6 3.3% 3 -1.1 pp -0.4 pp +3.3 pp +3.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 13.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 13.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 13.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sicart Associates LLC CIK 0001696494 0.420 74 12.9 3.4% 3 +0.5 pp +0.9 pp +3.4 pp +3.4 pp
Rhenman & Partners Asset Management AB CIK 0001599882 0.096 99 12.5 1.2% 3 -1.1 pp +0.3 pp +1.2 pp +1.2 pp
CenterBook Partners LP CIK 0001872738 0.028 693 12.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 12.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 11.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 11.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ADAR1 Capital Management, LLC CIK 0001940272 0.312 267 11.6 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
Artia Global Partners LP CIK 0001937964 0.290 47 11.4 1.8% 2 +1.1 pp +1.8 pp +1.8 pp +1.8 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 11.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 11.1 0.0% 3 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 10.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 10.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 10.5 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 9.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 9.5 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Exome Asset Management LLC CIK 0002011932 0.072 52 9.2 4.6% 3 -1.1 pp +0.6 pp +4.6 pp +4.6 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 9.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 9.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 8.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 8.6 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 8.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DCF Advisers, LLC CIK 0001802493 0.265 80 8.1 2.7% 3 +0.0 pp +0.9 pp +2.7 pp +2.7 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 7.6 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 7.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 7.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 7.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amova Asset Management Americas, Inc. CIK 0001480751 0.731 276 7.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 7.4 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Atle Fund Management AB CIK 0001381843 0.297 39 7.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 7.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 6.9 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 6.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 6.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 5.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 5.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 5.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLB&B Advisors, LLC CIK 0001389059 0.814 286 4.9 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PDT Partners, LLC CIK 0001564702 0.042 489 4.3 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
Informed Momentum Co LLC CIK 0001510989 0.009 268 4.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
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CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Paloma Partners Management Co CIK 0001103882 0.000 19 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ALLIANZ SE CIK 0001127508 0.910 519 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 -1.0 pp -1.4 pp +0.0 pp +0.0 pp
Capricorn Fund Managers Ltd CIK 0001901361 0.009 167 0.0 0.0% 0 -3.6 pp +0.0 pp +0.0 pp +0.0 pp
BVF INC/IL CIK 0001056807 0.778 44 0.0 0.0% 0 +0.0 pp -2.7 pp +0.0 pp +0.0 pp
Victrix Investment Advisors CIK 0002055229 0.074 75 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 -0.8 pp -0.5 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUPERSTRING CAPITAL MANAGEMENT LP CIK 0001931118 0.055 32 0.0 0.0% 0 +0.0 pp -4.8 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GREAT POINT PARTNERS LLC CIK 0001281446 0.066 37 0.0 0.0% 0 -2.2 pp -12.8 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Empire Financial Management Company, LLC CIK 0001971875 0.017 139 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fieldview Capital Management, LLC CIK 0002040221 0.000 507 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TANG CAPITAL MANAGEMENT LLC CIK 0001232621 0.706 41 0.0 0.0% 0 -1.4 pp -0.3 pp +0.0 pp +0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vestal Point Capital, LP CIK 0001974915 0.263 68 0.0 0.0% 0 -3.2 pp -1.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Resolute Capital Asset Partners LLC CIK 0001834913 0.010 48 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
E Fund Management Co., Ltd. CIK 0001842296 0.366 488 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Harbor Advisors LLC CIK 0001687156 0.757 194 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just IONS). Qtrs Held counts distinct quarters this fund has actually held IONS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IONS position size. Δ columns are the percentage-point change in IONS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status