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Inovio Pharmaceuticals
INO

131 hedge funds and large institutions have $194M invested in Inovio Pharmaceuticals in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

31% more call options, than puts

Call options by funds: $6.05M | Put options by funds: $4.61M

15% more capital invested

Capital invested by funds: $168M → $194M (+$25.9M)

14% more funds holding

Funds holding: 115 → 131 (+16)

0.14% more ownership

Funds ownership: 2.76% → 2.9% (+0.14%)

26% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 46

Holders
131
Holders Change
+16
Holders Change %
+13.91%
% of All Funds
3.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
34
Reduced
46
Closed
6
Calls
$6.05M
Puts
$4.61M
Net Calls
+$1.43M
Net Calls Change
+$128K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$6.78M
2
State Street
State Street
Massachusetts
+$4.39M
3
Deutsche Bank
Deutsche Bank
Germany
+$1.98M
4
Axa
Axa
France
+$1.66M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.54M

Top Sellers

Rank Fund Capital Flow
1
SIP
Stoneridge Investment Partners
Pennsylvania
-$2.19M
2
DCM
Dialectic Capital Management
Connecticut
-$2.02M
3
VIA
Vident Investment Advisory
Georgia
-$1.49M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$1.46M
5
Creative Planning
Creative Planning
Kansas
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$1.26M +$1.38M +11,371 New
RTS
27
Round Table Services
New Jersey
$1.2M +$567K +4,667 +76%
ERSOT
28
Employees Retirement System of Texas
Texas
$1.15M – – –
Charles Schwab
29
Charles Schwab
California
$1.1M – – –
VKH
30
Virtu KCG Holdings
New York
$1.1M +$1.07M +8,790 +771%
Swiss National Bank
31
Swiss National Bank
Switzerland
$1.05M +$25.3K +208 +2%
CS
32
Credit Suisse
Switzerland
$1.02M +$972 +8 +0.1%
EI
33
EAM Investors
California
$968K -$60.5K -498 -5%
GC
34
Globeflex Capital
California
$928K – – –
AllianceBernstein
35
AllianceBernstein
Tennessee
$883K +$248K +2,042 +34%
IG
36
ING Group
Netherlands
$801K -$202K -1,666 -19%
Wells Fargo
37
Wells Fargo
California
$757K +$25.3K +208 +3%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$721K +$540K +4,444 +216%
QIM
39
Quantitative Investment Management
Virginia
$662K -$68.9K -567 -9%
TAM
40
Tocqueville Asset Management
New York
$662K +$12.1K +100 +2%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$640K -$28.2K -232 -4%
GCP
42
GSA Capital Partners
United Kingdom
$639K +$443K +3,650 +172%
PPA
43
Parametric Portfolio Associates
Washington
$599K +$657K +5,406 New
VIA
44
Vident Investment Advisory
Georgia
$586K -$1.49M -12,300 -70%
PP
45
Paloma Partners
Connecticut
$580K +$294K +2,420 +86%
ProShare Advisors
46
ProShare Advisors
Maryland
$578K +$3.16K +26 +0.5%
Citigroup
47
Citigroup
New York
$542K -$543K -4,468 -48%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$522K – – –
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$516K -$18.2K -150 -3%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$507K -$34.4K -283 -6%
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INO Hedge Fund Activity: Q2 2016 in Review

131 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q2 2016, worth a combined $194M — up 15% from $168M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new INO positions and 6 closed out — a net gain of 18 holders — while 34 added to existing stakes and 46 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $6.78M. The largest seller was Stoneridge Investment Partners, cutting an estimated $2.19M.

  • 131 institutional investors held Inovio Pharmaceuticals (INO) as of Q2 2016, up from 115 in Q1 2016.
  • Funds reported $194M of Inovio Pharmaceuticals stock for Q2 2016, up 15% quarter-over-quarter.
  • 24 funds opened new Inovio Pharmaceuticals positions in Q2 2016 and 6 closed out, a net change of +18 holders.
  • The largest Inovio Pharmaceuticals buyer in Q2 2016 was Invesco, an estimated $6.78M added.
  • The largest Inovio Pharmaceuticals seller in Q2 2016 was Stoneridge Investment Partners, an estimated $2.19M sold.

Based on aggregated 13F filings for Q2 2016.