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Inovio Pharmaceuticals
INO

158 hedge funds and large institutions have $327M invested in Inovio Pharmaceuticals in 2020 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 18

105% more capital invested

Capital invested by funds: $160M → $327M (+$168M)

62% more call options, than puts

Call options by funds: $36M | Put options by funds: $22.2M

49% more funds holding

Funds holding: 106 → 158 (+52)

47% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 30

1.52% less ownership

Funds ownership: 4.04% → 2.52% (-1.5%)

Holders
158
Holders Change
+52
Holders Change %
+49.06%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
73
Increased
44
Reduced
30
Closed
18
Calls
$36M
Puts
$22.2M
Net Calls
+$13.7M
Net Calls Change
+$13.6M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$8.61M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.6M
3
BlackRock
BlackRock
New York
+$5.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.78M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
-$19.9M
2
AIM
ARK Investment Management
Florida
-$15.1M
3
NAMA
Nikko Asset Management Americas
New York
-$12M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$12M
5
Morgan Stanley
Morgan Stanley
New York
-$5.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
26
California State Teachers Retirement System (CalSTRS)
California
$1.07M +$8.51K +138 +1%
State of Wisconsin Investment Board
27
State of Wisconsin Investment Board
Wisconsin
$1.06M +$28.2K +458 +4%
Invesco
28
Invesco
Georgia
$977K +$460K +7,467 +214%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$976K +$13.3K +215 +2%
AllianceBernstein
30
AllianceBernstein
Tennessee
$915K -$216K -3,500 -25%
PPA
31
Parametric Portfolio Associates
Washington
$903K -$4.13K -67 -0.7%
IA
32
IFG Advisory
Georgia
$871K +$602K +9,766 New
Citigroup
33
Citigroup
New York
$761K +$96.1K +1,559 +22%
Ohio Public Employees Retirement System (OPERS)
34
Ohio Public Employees Retirement System (OPERS)
Ohio
$685K -$580K -9,410 -55%
Wells Fargo
35
Wells Fargo
California
$609K +$4.01K +65 +1%
Bank of America
36
Bank of America
North Carolina
$602K +$247K +4,001 +146%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$513K +$107K +1,742 +44%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$483K – – –
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$462K +$247 +4 +0.1%
GAM
40
Gotham Asset Management
New York
$434K +$300K +4,861 New
Osaic Holdings
41
Osaic Holdings
Arizona
$419K +$286K +4,634 New
AIG
42
American International Group
New York
$418K -$9.62K -156 -3%
LPL Financial
43
LPL Financial
California
$417K +$82K +1,330 +40%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$408K +$191K +3,099 +218%
CBFP
45
Cedar Brook Financial Partners
Ohio
$405K +$66.8K +1,084 +31%
Bank Julius Baer & Co
46
Bank Julius Baer & Co
Switzerland
$388K +$268K +4,344 New
BCM
47
Bayesian Capital Management
New York
$378K +$261K +4,233 New
Neuberger Berman Group
48
Neuberger Berman Group
New York
$372K -$32.9K -533 -11%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$359K -$3.39K -55 -1%
MIM
50
MetLife Investment Management
New Jersey
$346K – – –
1
2
3 4 5

INO Hedge Fund Activity: Q1 2020 in Review

158 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q1 2020, worth a combined $327M — up 105% from $160M a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new INO positions and 18 closed out — a net gain of 55 holders — while 44 added to existing stakes and 30 trimmed.

The largest buyer was Millennium Management, adding an estimated $8.61M. The largest seller was Wasatch Advisors, cutting an estimated $19.9M.

  • 158 institutional investors held Inovio Pharmaceuticals (INO) as of Q1 2020, up from 106 in Q4 2019.
  • Funds reported $327M of Inovio Pharmaceuticals stock for Q1 2020, up 105% quarter-over-quarter.
  • 73 funds opened new Inovio Pharmaceuticals positions in Q1 2020 and 18 closed out, a net change of +55 holders.
  • The largest Inovio Pharmaceuticals buyer in Q1 2020 was Millennium Management, an estimated $8.61M added.
  • The largest Inovio Pharmaceuticals seller in Q1 2020 was Wasatch Advisors, an estimated $19.9M sold.

Based on aggregated 13F filings for Q1 2020.