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Inovio Pharmaceuticals

214 hedge funds and large institutions have $1.52B invested in Inovio Pharmaceuticals in 2020 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 73 increasing their positions, 31 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

366% more capital invested

Capital invested by funds: $327M → $1.52B (+$1.2B)

171% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 34

135% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 31

35% more funds holding

Funds holding: 158214 (+56)

17% more call options, than puts

Call options by funds: $269M | Put options by funds: $230M

0.47% more ownership

Funds ownership: 2.52%2.98% (+0.47%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
214
Holders Change
+56
Holders Change %
+35.44%
% of All Funds
4.39%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
92
Increased
73
Reduced
31
Closed
34
Calls
$269M
Puts
$230M
Net Calls
+$39.7M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$7.41M +$615K +3,833 +20%
Citigroup
27
Citigroup
New York
$7.39M +$2.3M +14,322 +168%
Barclays
28
Barclays
United Kingdom
$7.02M +$901K +5,612 +35%
AllianceBernstein
29
AllianceBernstein
Tennessee
$7M +$1.83M +11,403 +111%
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$6.22M +$1.17M +7,308 +61%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$6.13M +$1.29M +8,016 +73%
Bank of America
32
Bank of America
North Carolina
$5.94M +$1.87M +11,618 +172%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$5.85M +$986K +6,140 +51%
TCM
34
Tekla Capital Management
Massachusetts
$5.45M +$2.7M +16,837 New
WG
35
Winton Group
United Kingdom
$4.84M +$2.4M +14,959 New
PAMU
36
Pictet Asset Management (UK)
United Kingdom
$4.64M +$2.31M +14,359 New
PPA
37
Parametric Portfolio Associates
Washington
$4.18M +$452K +2,817 +28%
UBS AM
38
UBS AM
Illinois
$3.93M +$1.95M +12,148 New
Invesco
39
Invesco
Georgia
$3.79M +$122K +760 +7%
State of New Jersey Common Pension Fund D
40
State of New Jersey Common Pension Fund D
New Jersey
$3.77M +$1.87M +11,666 New
Osaic Holdings
41
Osaic Holdings
Arizona
$3.64M +$1.06M +6,606 +143%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$3.55M +$895K +5,575 +103%
IA
43
IFG Advisory
Georgia
$3.16M +$642 +4 +0%
Millennium Management
44
Millennium Management
New York
$3.09M -$21.1M -131,427 -93%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.69M +$306K +1,903 +37%
Federated Hermes
46
Federated Hermes
Pennsylvania
$2.63M +$1.3M +8,123 +45,128%
Deutsche Bank
47
Deutsche Bank
Germany
$2.46M +$767K +4,778 +168%
AIG
48
American International Group
New York
$2.37M +$426K +2,651 +57%
DIM
49
DC Investments Management
Virginia
$2.24M +$1.11M +6,940 New
GAM
50
Gotham Asset Management
New York
$2.2M +$313K +1,950 +40%

INO Hedge Fund Activity: Q2 2020 in Review

214 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q2 2020, worth a combined $1.52B — up 366% from $327M a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new INO positions and 34 closed out — a net gain of 58 holders — while 73 added to existing stakes and 31 trimmed.

The largest buyer was State Street, adding an estimated $71.4M. The largest seller was Nikko Asset Management Americas, cutting an estimated $28.5M.

  • 214 institutional investors held Inovio Pharmaceuticals (INO) as of Q2 2020, up from 158 in Q1 2020.
  • Funds reported $1.52B of Inovio Pharmaceuticals stock for Q2 2020, up 366% quarter-over-quarter.
  • 92 funds opened new Inovio Pharmaceuticals positions in Q2 2020 and 34 closed out, a net change of +58 holders.
  • The largest Inovio Pharmaceuticals buyer in Q2 2020 was State Street, an estimated $71.4M added.
  • The largest Inovio Pharmaceuticals seller in Q2 2020 was Nikko Asset Management Americas, an estimated $28.5M sold.

Based on aggregated 13F filings for Q2 2020.