Inovio Pharmaceuticals
212 hedge funds and large institutions have $723M invested in Inovio Pharmaceuticals in 2020 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 48 reducing their positions, and 50 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 48
13% more call options, than puts
Call options by funds: $117M | Put options by funds: $104M
0.12% more ownership
Funds ownership: 2.98% → 3.1% (+0.12%)
1% less funds holding
Funds holding: 214 → 212 (-2)
4% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 50
53% less capital invested
Capital invested by funds: $1.52B → $723M (-$801M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$24.8M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$22M |
| 3 |
State Street
Boston,
Massachusetts
|
+$16.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$15.4M |
| 5 |
Coatue Management
New York
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
-$20.8M |
| 2 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$16M |
| 3 |
NAMA
Nikko Asset Management Americas
New York
|
-$13.9M |
| 4 |
Jane Street
New York
|
-$8.54M |
| 5 |
TCM
Tekla Capital Management
Boston,
Massachusetts
|
-$5.45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFBT
251
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$13K | -42 | Closed |
|
|
SIS
252
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$13K | -42 | Closed |
|
|
AF
253
Advisornet Financial
Minnetonka,
Minnesota
| – | -$8.34K | -40 | Closed |
|
|
BFIM
254
Beese Fulmer Investment Management
Canton,
Ohio
| – | -$10K | -32 | Closed |
|
|
KFS
255
Kelly Financial Services
Braintree,
Massachusetts
| – | -$10.2K | -32 | Closed |
|
|
BWM
256
Baystate Wealth Management
Boston,
Massachusetts
| – | -$8K | -25 | Closed |
|
|
RIM
257
Rockbridge Investment Management
Syracuse,
New York
| – | -$5K | -17 | Closed |
|
|
RAM
258
Riggs Asset Management
Dallas,
Pennsylvania
| – | -$3K | -10 | Closed |
|
|
RDWM
259
Red Door Wealth Management
Memphis,
Tennessee
| – | -$2K | -9 | Closed |
|
|
FMII
260
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$3K | -8 | Closed |
|
261
Parallax Volatility Advisers
San Francisco,
California
| – | -$2K | -5 | Closed |
|
|
PMFA
262
Plante Moran Financial Advisors
Southfield,
Michigan
| – | +$209 | +1 | New |
|
INO Hedge Fund Activity: Q3 2020 in Review
212 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q3 2020, worth a combined $723M — down 53% from $1.52B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of INO and 48 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 88 added.
The largest buyer was Norges Bank, opening a new position worth an estimated $24.8M. The largest seller was ARK Investment Management, exiting entirely with an estimated $20.8M sold.
- 212 institutional investors held Inovio Pharmaceuticals (INO) as of Q3 2020, down from 214 in Q2 2020.
- Funds reported $723M of Inovio Pharmaceuticals stock for Q3 2020, down 53% quarter-over-quarter.
- 48 funds opened new Inovio Pharmaceuticals positions in Q3 2020 and 50 closed out, a net change of -2 holders.
- The largest Inovio Pharmaceuticals buyer in Q3 2020 was Norges Bank, an estimated $24.8M added.
- The largest Inovio Pharmaceuticals seller in Q3 2020 was ARK Investment Management, an estimated $20.8M sold.
Based on aggregated 13F filings for Q3 2020.