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Inovio Pharmaceuticals
INO

126 hedge funds and large institutions have $113M invested in Inovio Pharmaceuticals in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

0% more funds holding

Funds holding: 126 → 126 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

0.12% less ownership

Funds ownership: 2.77% → 2.65% (-0.12%)

20% less capital invested

Capital invested by funds: $142M → $113M (-$28.4M)

26% less call options, than puts

Call options by funds: $449K | Put options by funds: $610K

Holders
126
Holders Change
–
Holders Change %
0%
% of All Funds
2.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
35
Reduced
31
Closed
16
Calls
$449K
Puts
$610K
Net Calls
-$161K
Net Calls Change
-$37K

Top Buyers

Rank Fund Capital Flow
1
AIM
ARK Investment Management
Florida
+$2.44M
2
BlackRock
BlackRock
New York
+$1.64M
3
WA
Wasatch Advisors
Utah
+$804K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$690K
5
Squarepoint
Squarepoint
New York
+$667K

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$2.53M
2
PAM
Panagora Asset Management
Massachusetts
-$2.17M
3
VIA
Vident Investment Advisory
Georgia
-$1.96M
4
PPA
Parametric Portfolio Associates
Washington
-$848K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$803K
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
26
Squarepoint
New York
$569K +$667K +12,091 New
Millennium Management
27
Millennium Management
New York
$509K +$376K +6,813 +170%
RTS
28
Round Table Services
New Jersey
$508K – – –
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$497K +$13K +236 +2%
AllianceBernstein
30
AllianceBernstein
Tennessee
$473K +$78.2K +1,417 +16%
Bank of America
31
Bank of America
North Carolina
$449K +$141K +2,562 +37%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$436K +$483K +8,759 +1,752%
Connor, Clark & Lunn Investment Management (CC&L)
33
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$397K +$155K +2,818 +50%
HighTower Advisors
34
HighTower Advisors
Illinois
$383K +$331 +6 +0.1%
Ohio Public Employees Retirement System (OPERS)
35
Ohio Public Employees Retirement System (OPERS)
Ohio
$381K – – –
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$373K – – –
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$372K -$236K -4,287 -35%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$320K +$375K +6,798 New
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$309K +$21K +380 +6%
Wells Fargo
40
Wells Fargo
California
$296K -$489K -8,862 -58%
CS
41
Credit Suisse
Switzerland
$288K -$106K -1,915 -24%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$267K +$14.2K +257 +5%
KeyBank National Association
43
KeyBank National Association
Ohio
$254K +$39.6K +718 +15%
UBS AM
44
UBS AM
Illinois
$249K +$111K +2,008 +61%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$237K – – –
RE
46
RBC Europe
United Kingdom
$232K – – –
EA
47
Emerald Advisers
Pennsylvania
$228K +$267K +4,837 New
AIG
48
American International Group
New York
$212K +$8.94K +162 +4%
Invesco
49
Invesco
Georgia
$203K +$153K +2,778 +180%
Jacobs Levy Equity Management
50
Jacobs Levy Equity Management
New Jersey
$200K -$138K -2,509 -37%
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INO Hedge Fund Activity: Q2 2018 in Review

126 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q2 2018, worth a combined $113M — down 20% from $142M a quarter earlier.

Fund positioning in INO was balanced in Q2 2018: 16 funds opened new positions, 16 closed out, 35 added to existing stakes and 31 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $2.44M. The largest seller was State Street, cutting an estimated $2.53M.

  • 126 institutional investors held Inovio Pharmaceuticals (INO) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $113M of Inovio Pharmaceuticals stock for Q2 2018, down 20% quarter-over-quarter.
  • 16 funds opened new Inovio Pharmaceuticals positions in Q2 2018 and 16 closed out, a net change of 0 holders.
  • The largest Inovio Pharmaceuticals buyer in Q2 2018 was ARK Investment Management, an estimated $2.44M added.
  • The largest Inovio Pharmaceuticals seller in Q2 2018 was State Street, an estimated $2.53M sold.

Based on aggregated 13F filings for Q2 2018.