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Inovio Pharmaceuticals

54 hedge funds and large institutions have $50.6M invested in Inovio Pharmaceuticals in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 5

222% more capital invested

Capital invested by funds: $15.7M → $50.6M (+$34.8M)

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

54% more funds holding

Funds holding: 3554 (+19)

0.09% more ownership

Funds ownership: 0.08%0.17% (+0.09%)

Holders
54
Holders Change
+19
Holders Change %
+54.29%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
16
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
26
BlackRock Advisors
Delaware
$87K +$4.8K +48 +8%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$81K +$6.2K +62 +12%
Nomura Holdings
28
Nomura Holdings
Japan
$71K -$63K -630 -55%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$64K +$46K +460 New
QIM
30
Quantitative Investment Management
Virginia
$51K +$36.9K +369 New
Barclays
31
Barclays
United Kingdom
$51K +$53K +530 New
EARNEST Partners
32
EARNEST Partners
Georgia
$46K +$32.9K +329 New
VFS
33
VSR Financial Services
Kansas
$44K
GG
34
Gofen & Glossberg
Illinois
$44K +$31.3K +313 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$40.6K +$29.2K +292 New
HTC
36
Haverford Trust Company
Pennsylvania
$40K +$28.9K +289 New
Citadel Advisors
37
Citadel Advisors
Florida
$38K +$27.6K +276 New
Prudential Financial
38
Prudential Financial
New Jersey
$35K -$8.31K -83 -25%
N
39
Natixis
France
$30K -$5.6K -56 -20%
LBC
40
Lawrence B. Cohen
$29K
WA
41
WealthTrust Axiom
Pennsylvania
$29K +$20.8K +208 New
CLOS
42
Compagnie Lombard Odier SCmA
Switzerland
$25K +$17.7K +177 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$24K +$6.3K +63 +61%
Canada Life
44
Canada Life
Manitoba, Canada
$18K
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$15K +$2.5K +25 +30%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$15K +$3.1K +31 +39%
AllianceBernstein
47
AllianceBernstein
Tennessee
$13K +$8.31K +83 +755%
U
48
UBS
Switzerland
$9K +$6.41K +64 New
Creative Planning
49
Creative Planning
Kansas
$8K +$5.6K +56 New
OIA
50
Optimum Investment Advisors
Illinois
$7K +$5.2K +52 New

INO Hedge Fund Activity: Q4 2013 in Review

54 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2013, worth a combined $50.6M — up 222% from $15.7M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new INO positions and 5 closed out — a net gain of 20 holders — while 16 added to existing stakes and 6 trimmed.

The largest buyer was State Street, adding an estimated $15.4M. The largest seller was Moore Capital Management, exiting entirely with an estimated $207K sold.

  • 54 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2013, up from 35 in Q3 2013.
  • Funds reported $50.6M of Inovio Pharmaceuticals stock for Q4 2013, up 222% quarter-over-quarter.
  • 25 funds opened new Inovio Pharmaceuticals positions in Q4 2013 and 5 closed out, a net change of +20 holders.
  • The largest Inovio Pharmaceuticals buyer in Q4 2013 was State Street, an estimated $15.4M added.
  • The largest Inovio Pharmaceuticals seller in Q4 2013 was Moore Capital Management, an estimated $207K sold.

Based on aggregated 13F filings for Q4 2013.