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Inovio Pharmaceuticals
INO

35 hedge funds and large institutions have $15.7M invested in Inovio Pharmaceuticals in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

193% more capital invested

Capital invested by funds: $5.36M → $15.7M (+$10.3M)

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

40% more funds holding

Funds holding: 25 → 35 (+10)

0.01% more ownership

Funds ownership: 0.08% → 0.08% (+0.01%)

Holders
35
Holders Change
+10
Holders Change %
+40%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
11
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$787K
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$421K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$371K
4
BIT
BlackRock Institutional Trust
California
+$280K
5
MCM
Moore Capital Management
New York
+$175K

Top Sellers

1
AWMDMG
Austin W. Marxe & David M. Greenhouse
New York
-$476K
2
JP Morgan Chase
JP Morgan Chase
New York
-$121K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$57K
4
Nomura Holdings
Nomura Holdings
Japan
-$46K
5
UAS
United Asset Strategies
New York
-$10K
Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
26
Lawrence B. Cohen
$21K – – –
CS
27
Comerica Securities
Michigan
$21K +$17.4K +208 New
Canada Life
28
Canada Life
Manitoba, Canada
$14K +$14.5K +173 New
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$10K +$8.72K +104 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$8K +$6.71K +80 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$8K +$6.96K +83 New
AWMS
32
Advocacy Wealth Management Services
Georgia
$6K – – –
PSI
33
Pinnacle Summer Investments
Virginia
$1K – – –
AllianceBernstein
34
AllianceBernstein
Tennessee
$1K +$922 +11 New
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12 +$10.2K +122 New
AWMDMG
36
Austin W. Marxe & David M. Greenhouse
New York
– -$476K -12,466 Closed
JP Morgan Chase
37
JP Morgan Chase
New York
– -$121K -3,167 Closed
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
– -$57K -1,502 Closed
UAS
39
United Asset Strategies
New York
– -$10K -263 Closed
CIC
40
Carnegie Investment Counsel
Ohio
– -$8K -208 Closed
1
2

INO Hedge Fund Activity: Q3 2013 in Review

35 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q3 2013, worth a combined $15.7M — up 193% from $5.36M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new INO positions and 6 closed out — a net gain of 10 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $787K. The largest seller was Austin W. Marxe & David M. Greenhouse, exiting entirely with an estimated $476K sold.

  • 35 institutional investors held Inovio Pharmaceuticals (INO) as of Q3 2013, up from 25 in Q2 2013.
  • Funds reported $15.7M of Inovio Pharmaceuticals stock for Q3 2013, up 193% quarter-over-quarter.
  • 16 funds opened new Inovio Pharmaceuticals positions in Q3 2013 and 6 closed out, a net change of +10 holders.
  • The largest Inovio Pharmaceuticals buyer in Q3 2013 was Morgan Stanley, an estimated $787K added.
  • The largest Inovio Pharmaceuticals seller in Q3 2013 was Austin W. Marxe & David M. Greenhouse, an estimated $476K sold.

Based on aggregated 13F filings for Q3 2013.