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Inovio Pharmaceuticals
INO

78 hedge funds and large institutions have $116M invested in Inovio Pharmaceuticals in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 9

130% more capital invested

Capital invested by funds: $50.6M → $116M (+$65.6M)

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

44% more funds holding

Funds holding: 54 → 78 (+24)

28% more call options, than puts

Call options by funds: $660K | Put options by funds: $516K

0.13% more ownership

Funds ownership: 0.17% → 0.3% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
78
Holders Change
+24
Holders Change %
+44.44%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
21
Reduced
12
Closed
9
Calls
$660K
Puts
$516K
Net Calls
+$144K
Net Calls Change
+$144K

Top Buyers

1
TA
Teachers Advisors
New York
+$13.9M
2
O
OrbiMed
New York
+$11.9M
3
TCIM
TIAA CREF Investment Management
New York
+$8.27M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.94M
5
BC
Broadfin Capital
New York
+$3.74M

Top Sellers

1
State Street
State Street
Massachusetts
-$7.08M
2
Goldman Sachs
Goldman Sachs
New York
-$2.5M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$725K
4
GC
Guggenheim Capital
Illinois
-$191K
5
Verition Fund Management
Verition Fund Management
Connecticut
-$121K
Name Holding Trade Value Shares
Change 		Change in
Stake
Nomura Holdings
26
Nomura Holdings
Japan
$623K +$484K +3,369 +657%
RTS
27
Round Table Services
New Jersey
$500K +$449K +3,125 New
RFC
28
Russell Frank Company
Washington
$460K +$566K +3,944 New
SG Americas Securities
29
SG Americas Securities
New York
$418K +$375K +2,613 New
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$325K – – –
AIG
31
American International Group
New York
$297K -$48.2K -336 -15%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$291K -$8.76K -61 -3%
TAM
33
Tocqueville Asset Management
New York
$271K +$244K +1,698 New
WTC
34
WhitTier Trust Company
Nevada
$193K +$173K +1,208 New
Invesco
35
Invesco
Georgia
$184K -$23K -160 -12%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$176K +$75.2K +524 +91%
CAS
37
CTC Alternative Strategies
Illinois
$169K +$152K +1,060 New
HighTower Advisors
38
HighTower Advisors
Illinois
$144K +$129K +901 New
Group One Trading
39
Group One Trading
Illinois
$136K +$122K +852 New
TRCT
40
Tower Research Capital (TRC)
New York
$125K -$9.9K -69 -8%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$117K +$62.7K +437 +150%
BA
42
BlackRock Advisors
Delaware
$114K +$12.5K +87 +14%
QIM
43
Quantitative Investment Management
Virginia
$114K +$50K +348 +94%
Millennium Management
44
Millennium Management
New York
$105K +$94.2K +656 New
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$104K +$93K +648 New
BCM
46
Bridgeway Capital Management
Texas
$100K – – –
PL
47
Plancorp LLC
Missouri
$100K +$89.7K +625 New
Wells Fargo
48
Wells Fargo
California
$88K +$78.9K +550 New
VKH
49
Virtu KCG Holdings
New York
$85K +$76.4K +532 New
BCMU
50
BlueCrest Capital Management (UK)
Guernsey
$76K +$68.6K +478 New
1
2
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INO Hedge Fund Activity: Q1 2014 in Review

78 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q1 2014, worth a combined $116M — up 130% from $50.6M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new INO positions and 9 closed out — a net gain of 24 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was Teachers Advisors, opening a new position worth an estimated $13.9M. The largest seller was State Street, cutting an estimated $7.08M.

  • 78 institutional investors held Inovio Pharmaceuticals (INO) as of Q1 2014, up from 54 in Q4 2013.
  • Funds reported $116M of Inovio Pharmaceuticals stock for Q1 2014, up 130% quarter-over-quarter.
  • 33 funds opened new Inovio Pharmaceuticals positions in Q1 2014 and 9 closed out, a net change of +24 holders.
  • The largest Inovio Pharmaceuticals buyer in Q1 2014 was Teachers Advisors, an estimated $13.9M added.
  • The largest Inovio Pharmaceuticals seller in Q1 2014 was State Street, an estimated $7.08M sold.

Based on aggregated 13F filings for Q1 2014.