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Inovio Pharmaceuticals
INO

213 hedge funds and large institutions have $555M invested in Inovio Pharmaceuticals in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

1% more funds holding

Funds holding: 211 → 213 (+2)

0.12% more ownership

Funds ownership: 2.95% → 3.07% (+0.12%)

3% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 60

19% less capital invested

Capital invested by funds: $682M → $555M (-$127M)

21% less call options, than puts

Call options by funds: $25.6M | Put options by funds: $32.5M

Holders
213
Holders Change
+2
Holders Change %
+0.95%
% of All Funds
3.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
58
Reduced
60
Closed
26
Calls
$25.6M
Puts
$32.5M
Net Calls
-$6.89M
Net Calls Change
-$3.61M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$17.1M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$14.2M
3
JP Morgan Chase
JP Morgan Chase
New York
+$5.61M
4
Goldman Sachs
Goldman Sachs
New York
+$3.81M
5
UBS Group
UBS Group
Switzerland
+$3.02M

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$10.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.14M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$2.51M
4
Citigroup
Citigroup
New York
-$2.07M
5
CS
Credit Suisse
Switzerland
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
226
State of Wyoming
Wyoming
– -$3K -29 Closed
GWSG
227
GPS Wealth Strategies Group
Colorado
– -$1.71K -17 -81%
SGAM
228
Smith Group Asset Management
Texas
– -$2K -15 Closed
DWMG
229
DB Wealth Management Group
California
– -$1K -8 Closed
PWMG
230
Prestige Wealth Management Group
New Jersey
– -$401 -4 -44%
EI
231
Ellevest Inc
New York
– +$301 +3 New
PA
232
PSI Advisors
Florida
– +$301 +3 New
6 7 8 9
10

INO Hedge Fund Activity: Q3 2021 in Review

213 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q3 2021, worth a combined $555M — down 19% from $682M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new INO positions and 26 closed out — a net gain of 7 holders — while 58 added to existing stakes and 60 trimmed.

The largest buyer was State Street, adding an estimated $17.1M. The largest seller was Nuveen, cutting an estimated $10.2M.

  • 213 institutional investors held Inovio Pharmaceuticals (INO) as of Q3 2021, up from 211 in Q2 2021.
  • Funds reported $555M of Inovio Pharmaceuticals stock for Q3 2021, down 19% quarter-over-quarter.
  • 33 funds opened new Inovio Pharmaceuticals positions in Q3 2021 and 26 closed out, a net change of +7 holders.
  • The largest Inovio Pharmaceuticals buyer in Q3 2021 was State Street, an estimated $17.1M added.
  • The largest Inovio Pharmaceuticals seller in Q3 2021 was Nuveen, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2021.