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Inovio Pharmaceuticals

115 hedge funds and large institutions have $168M invested in Inovio Pharmaceuticals in 2016 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $4.75M | Put options by funds: $3.45M

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

8% more capital invested

Capital invested by funds: $156M → $168M (+$12M)

0.45% less ownership

Funds ownership: 3.21%2.76% (-0.45%)

7% less funds holding

Funds holding: 123115 (-8)

24% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 25

Holders
115
Holders Change
-8
Holders Change %
-6.5%
% of All Funds
3.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
37
Reduced
33
Closed
25
Calls
$4.75M
Puts
$3.45M
Net Calls
+$1.3M
Net Calls Change
-$835K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$1.04M -$136K -1,758 -15%
Citigroup
27
Citigroup
New York
$978K +$335K +4,345 +87%
EI
28
EAM Investors
California
$964K +$712K +9,226 New
CS
29
Credit Suisse
Switzerland
$960K +$296K +3,835 +72%
Swiss National Bank
30
Swiss National Bank
Switzerland
$935K +$134K +1,734 +23%
IG
31
ING Group
Netherlands
$928K -$2.25M -29,167 -77%
GC
32
Globeflex Capital
California
$874K +$646K +8,367 New
Millennium Management
33
Millennium Management
New York
$826K -$3.88M -50,229 -86%
Wells Fargo
34
Wells Fargo
California
$693K +$44.2K +573 +9%
QIM
35
Quantitative Investment Management
Virginia
$683K +$505K +6,542 New
RTS
36
Round Table Services
New Jersey
$640K
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$627K +$8.03K +104 +2%
AllianceBernstein
38
AllianceBernstein
Tennessee
$619K -$72K -933 -14%
TAM
39
Tocqueville Asset Management
New York
$613K +$16.8K +217 +4%
ProShare Advisors
40
ProShare Advisors
Maryland
$542K -$40.5K -524 -9%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$508K +$375K +4,856 New
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$502K -$23.2K -300 -6%
Ohio Public Employees Retirement System (OPERS)
43
Ohio Public Employees Retirement System (OPERS)
Ohio
$492K -$27.3K -354 -7%
MLICM
44
Metropolitan Life Insurance Company (MetLife)
New York
$461K
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$438K +$324K +4,192 New
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$423K +$1.31K +17 +0.4%
NFA
47
Nationwide Fund Advisors
Ohio
$413K -$9.96K -129 -3%
AIG
48
American International Group
New York
$384K -$8.11K -105 -3%
VEA
49
Virtus ETF Advisers
New York
$353K +$260K +3,374 New
CA
50
Cetera Advisors
Colorado
$351K +$260K +3,365 New

INO Hedge Fund Activity: Q1 2016 in Review

115 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q1 2016, worth a combined $168M — up 7.7% from $156M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of INO and 19 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 37 added.

The largest buyer was Dialectic Capital Management, opening a new position worth an estimated $1.61M. The largest seller was Sabby Management, exiting entirely with an estimated $4.16M sold.

  • 115 institutional investors held Inovio Pharmaceuticals (INO) as of Q1 2016, down from 123 in Q4 2015.
  • Funds reported $168M of Inovio Pharmaceuticals stock for Q1 2016, up 7.7% quarter-over-quarter.
  • 19 funds opened new Inovio Pharmaceuticals positions in Q1 2016 and 25 closed out, a net change of -6 holders.
  • The largest Inovio Pharmaceuticals buyer in Q1 2016 was Dialectic Capital Management, an estimated $1.61M added.
  • The largest Inovio Pharmaceuticals seller in Q1 2016 was Sabby Management, an estimated $4.16M sold.

Based on aggregated 13F filings for Q1 2016.