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Inovio Pharmaceuticals
INO

133 hedge funds and large institutions have $118M invested in Inovio Pharmaceuticals in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

6% more funds holding

Funds holding: 125 → 133 (+8)

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

0.04% less ownership

Funds ownership: 2.69% → 2.64% (-0.04%)

20% less call options, than puts

Call options by funds: $405K | Put options by funds: $504K

36% less capital invested

Capital invested by funds: $184M → $118M (-$66M)

Holders
133
Holders Change
+8
Holders Change %
+6.4%
% of All Funds
3.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
36
Reduced
33
Closed
19
Calls
$405K
Puts
$504K
Net Calls
-$99K
Net Calls Change
-$1.17M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$1.88M
2
Deutsche Bank
Deutsche Bank
Germany
+$1.65M
3
State Street
State Street
Massachusetts
+$1.29M
4
AIM
ARK Investment Management
Florida
+$738K
5
VIA
Vident Investment Advisory
Georgia
+$735K

Top Sellers

1
Millennium Management
Millennium Management
New York
-$5.84M
2
Morgan Stanley
Morgan Stanley
New York
-$3M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.64M
4
TCIM
TIAA CREF Investment Management
New York
-$739K
5
GCP
GSA Capital Partners
United Kingdom
-$731K
Name Holding Trade Value Shares
Change 		Change in
Stake
Alyeska Investment Group
26
Alyeska Investment Group
Illinois
$581K – – –
BG
27
Bellevue Group
Switzerland
$579K -$20.1K -325 -3%
Swiss National Bank
28
Swiss National Bank
Switzerland
$573K – – –
RTS
29
Round Table Services
New Jersey
$535K – – –
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$530K -$6.63K -107 -1%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$528K – – –
SAM
32
Stansberry Asset Management
Texas
$477K +$597K +9,634 New
Ohio Public Employees Retirement System (OPERS)
33
Ohio Public Employees Retirement System (OPERS)
Ohio
$439K – – –
HighTower Advisors
34
HighTower Advisors
Illinois
$406K +$62.9K +1,015 +14%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$398K +$439K +7,083 +751%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$393K +$492K +7,937 New
Goldman Sachs
37
Goldman Sachs
New York
$368K -$15.6K -251 -3%
Jacobs Levy Equity Management
38
Jacobs Levy Equity Management
New Jersey
$356K +$445K +7,175 New
AllianceBernstein
39
AllianceBernstein
Tennessee
$351K – – –
SIP
40
Stoneridge Investment Partners
Pennsylvania
$351K – – –
TI
41
Trexquant Investment
Connecticut
$339K +$424K +6,844 New
CS
42
Credit Suisse
Switzerland
$337K -$95.3K -1,537 -18%
VEA
43
Virtus ETF Advisers
New York
$334K +$205K +3,302 +96%
VFA
44
Virtus Fund Advisers
Connecticut
$334K +$418K +6,738 New
Barclays
45
Barclays
United Kingdom
$326K +$300K +4,837 +276%
Squarepoint
46
Squarepoint
New York
$320K +$400K +6,454 New
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$296K -$35.7K -576 -9%
IG
48
ING Group
Netherlands
$289K – – –
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$269K +$8.18K +132 +2%
ProShare Advisors
50
ProShare Advisors
Maryland
$251K +$22.4K +361 +8%
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INO Hedge Fund Activity: Q4 2017 in Review

133 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2017, worth a combined $118M — down 36% from $184M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new INO positions and 19 closed out — a net gain of 8 holders — while 36 added to existing stakes and 33 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $1.88M. The largest seller was Millennium Management, cutting an estimated $5.84M.

  • 133 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2017, up from 125 in Q3 2017.
  • Funds reported $118M of Inovio Pharmaceuticals stock for Q4 2017, down 36% quarter-over-quarter.
  • 27 funds opened new Inovio Pharmaceuticals positions in Q4 2017 and 19 closed out, a net change of +8 holders.
  • The largest Inovio Pharmaceuticals buyer in Q4 2017 was Renaissance Technologies, an estimated $1.88M added.
  • The largest Inovio Pharmaceuticals seller in Q4 2017 was Millennium Management, an estimated $5.84M sold.

Based on aggregated 13F filings for Q4 2017.