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Inovio Pharmaceuticals
INO

106 hedge funds and large institutions have $133M invested in Inovio Pharmaceuticals in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $716K

0.05% less ownership

Funds ownership: 2.3% → 2.25% (-0.05%)

6% less capital invested

Capital invested by funds: $142M → $133M (-$9.09M)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

15% less funds holding

Funds holding: 125 → 106 (-19)

62% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 21

Holders
106
Holders Change
-19
Holders Change %
-15.2%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
33
Closed
21
Calls
$1.01M
Puts
$716K
Net Calls
+$299K
Net Calls Change
+$74K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$35.3M
2
PAM
Panagora Asset Management
Massachusetts
+$2.59M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.51M
4
TCM
Tanaka Capital Management
New York
+$644K
5
CS
Credit Suisse
Switzerland
+$459K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.98M
2
Morgan Stanley
Morgan Stanley
New York
-$1.21M
3
Millennium Management
Millennium Management
New York
-$1.06M
4
Citigroup
Citigroup
New York
-$874K
5
ERSOT
Employees Retirement System of Texas
Texas
-$861K
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$523K +$37K +464 +8%
Goldman Sachs
27
Goldman Sachs
New York
$522K -$219K -2,747 -29%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$514K -$19.8K -248 -4%
AllianceBernstein
29
AllianceBernstein
Tennessee
$510K -$123K -1,542 -19%
Ohio Public Employees Retirement System (OPERS)
30
Ohio Public Employees Retirement System (OPERS)
Ohio
$374K – – –
Citadel Advisors
31
Citadel Advisors
Florida
$356K +$3.67K +46 +1%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$356K +$47.1K +591 +15%
MLICM
33
Metropolitan Life Insurance Company (MetLife)
New York
$341K +$26.7K +335 +8%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$330K -$14.7K -184 -4%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$314K +$264K +3,311 +521%
ProShare Advisors
36
ProShare Advisors
Maryland
$312K -$82.5K -1,035 -21%
Principal Financial Group
37
Principal Financial Group
Iowa
$300K – – –
Citigroup
38
Citigroup
New York
$295K -$874K -10,975 -75%
AIG
39
American International Group
New York
$270K +$17.9K +225 +7%
DekaBank Deutsche Girozentrale
40
DekaBank Deutsche Girozentrale
Germany
$268K -$23.2K -291 -8%
VEA
41
Virtus ETF Advisers
New York
$267K +$25.7K +322 +11%
Millennium Management
42
Millennium Management
New York
$261K -$1.06M -13,310 -80%
NFA
43
Nationwide Fund Advisors
Ohio
$256K -$20.3K -255 -7%
AIM
44
ARK Investment Management
Florida
$243K +$36.8K +462 +18%
KeyBank National Association
45
KeyBank National Association
Ohio
$200K – – –
AQR Capital Management
46
AQR Capital Management
Connecticut
$188K -$70.4K -883 -27%
Bank of America
47
Bank of America
North Carolina
$188K +$24K +301 +15%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$183K – – –
State Board of Administration of Florida Retirement System
49
State Board of Administration of Florida Retirement System
Florida
$177K – – –
UBS AM
50
UBS AM
Illinois
$170K – – –
1
2
3 4 5

INO Hedge Fund Activity: Q1 2017 in Review

106 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q1 2017, worth a combined $133M — down 6.4% from $142M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of INO and 8 opened new positions — a net loss of 13 holders — while 33 trimmed existing stakes and 28 added.

The largest buyer was BlackRock, adding an estimated $35.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.98M sold.

  • 106 institutional investors held Inovio Pharmaceuticals (INO) as of Q1 2017, down from 125 in Q4 2016.
  • Funds reported $133M of Inovio Pharmaceuticals stock for Q1 2017, down 6.4% quarter-over-quarter.
  • 8 funds opened new Inovio Pharmaceuticals positions in Q1 2017 and 21 closed out, a net change of -13 holders.
  • The largest Inovio Pharmaceuticals buyer in Q1 2017 was BlackRock, an estimated $35.3M added.
  • The largest Inovio Pharmaceuticals seller in Q1 2017 was Susquehanna International Group, an estimated $1.98M sold.

Based on aggregated 13F filings for Q1 2017.