Inovio Pharmaceuticals
227 hedge funds and large institutions have $581M invested in Inovio Pharmaceuticals in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 72 increasing their positions, 56 reducing their positions, and 40 closing their positions.
40% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 40
29% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 56
7% more funds holding
Funds holding: 212 → 227 (+15)
0.13% more ownership
Funds ownership: 3.1% → 3.24% (+0.13%)
16% less call options, than puts
Call options by funds: $45.5M | Put options by funds: $54.1M
20% less capital invested
Capital invested by funds: $723M → $581M (-$142M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$9.91M |
| 2 |
D.E. Shaw & Co
New York
|
+$6.66M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$6.17M |
| 4 |
BlackRock
New York
|
+$5.89M |
| 5 |
Man Group
London,
United Kingdom
|
+$5.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$11.2M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$8.73M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$5.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.5M |
| 5 |
Goldman Sachs
New York
|
-$4.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
251
Slow Capital
Greenbrae,
California
| – | -$3K | -24 | Closed |
|
|
GT
252
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$2K | -21 | Closed |
|
|
CHAM
253
Clear Harbor Asset Management
Stamford,
Connecticut
| – | -$1.74K | -13 | Closed |
|
|
PFS
254
Prospera Financial Services
Dallas,
Texas
| – | -$2K | -13 | Closed |
|
|
LWA
255
Lowe Wealth Advisors
Columbia,
Maryland
| – | -$1K | -8 | Closed |
|
|
HPC
256
HM Payson & Co
Portland,
Maine
| – | -$1K | -6 | Closed |
|
|
FIA
257
FNY Investment Advisers
New York
| – | -$533 | -4 | -50% |
|
258
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$1K | -2 | Closed |
|
|
HI
259
Hudock Inc
Williamsport,
Pennsylvania
| – | +$133 | +1 | New |
|
|
IA
260
Inspire Advisors
Meridian,
Idaho
| – | +$399 | +3 | New |
|
|
BWA
261
BDO Wealth Advisors
Jacksonville,
Florida
| – | +$533 | +4 | New |
|
|
BWL
262
Bogart Wealth LLC
Mclean,
Virginia
| – | +$533 | +4 | New |
|
|
ICP
263
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| – | +$1.06K | +8 | New |
|
INO Hedge Fund Activity: Q4 2020 in Review
227 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2020, worth a combined $581M — down 20% from $723M a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new INO positions and 40 closed out — a net gain of 16 holders — while 72 added to existing stakes and 56 trimmed.
The largest buyer was State Street, adding an estimated $9.91M. The largest seller was Bank of America, cutting an estimated $11.2M.
- 227 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2020, up from 212 in Q3 2020.
- Funds reported $581M of Inovio Pharmaceuticals stock for Q4 2020, down 20% quarter-over-quarter.
- 56 funds opened new Inovio Pharmaceuticals positions in Q4 2020 and 40 closed out, a net change of +16 holders.
- The largest Inovio Pharmaceuticals buyer in Q4 2020 was State Street, an estimated $9.91M added.
- The largest Inovio Pharmaceuticals seller in Q4 2020 was Bank of America, an estimated $11.2M sold.
Based on aggregated 13F filings for Q4 2020.