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Inovio Pharmaceuticals
INO

227 hedge funds and large institutions have $581M invested in Inovio Pharmaceuticals in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 72 increasing their positions, 56 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 40

29% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 56

7% more funds holding

Funds holding: 212 → 227 (+15)

0.13% more ownership

Funds ownership: 3.1% → 3.24% (+0.13%)

16% less call options, than puts

Call options by funds: $45.5M | Put options by funds: $54.1M

20% less capital invested

Capital invested by funds: $723M → $581M (-$142M)

Holders
227
Holders Change
+15
Holders Change %
+7.08%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
56
Increased
72
Reduced
56
Closed
40
Calls
$45.5M
Puts
$54.1M
Net Calls
-$8.6M
Net Calls Change
-$21.8M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$9.91M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$6.66M
3
WA
Wasatch Advisors
Utah
+$6.17M
4
BlackRock
BlackRock
New York
+$5.89M
5
Man Group
Man Group
United Kingdom
+$5.72M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$11.2M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$8.73M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$5.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.5M
5
Goldman Sachs
Goldman Sachs
New York
-$4.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
26
Think Investments
California
$2.83M +$3.55M +26,667 New
AA
27
ALPS Advisors
Colorado
$2.68M +$3.36M +25,233 New
SM
28
Sabby Management
Florida
$2.53M +$1.78M +13,375 +129%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$2.43M -$5.5M -41,296 -64%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$2.12M +$28K +210 +1%
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$1.95M -$122K -916 -5%
Millennium Management
32
Millennium Management
New York
$1.94M +$1.98M +14,866 +438%
AllianceBernstein
33
AllianceBernstein
Tennessee
$1.9M – – –
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$1.82M +$121K +907 +6%
Barclays
35
Barclays
United Kingdom
$1.8M -$510K -3,834 -18%
UBS AM
36
UBS AM
Illinois
$1.72M +$33.5K +252 +2%
State of New Jersey Common Pension Fund D
37
State of New Jersey Common Pension Fund D
New Jersey
$1.67M -$27.8K -209 -1%
Goldman Sachs
38
Goldman Sachs
New York
$1.65M -$4.06M -30,495 -66%
PAMU
39
Pictet Asset Management (UK)
United Kingdom
$1.56M -$182K -1,367 -9%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$1.39M +$802K +6,026 +85%
GC
41
Guggenheim Capital
Illinois
$1.36M +$244K +1,831 +17%
SC
42
Sculptor Capital
New York
$1.36M -$951K -7,142 -36%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$1.31M -$1.56M -11,735 -49%
Osaic Holdings
44
Osaic Holdings
Arizona
$1.3M -$783K -5,879 -33%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$1.27M +$1.59M +11,962 New
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$1.26M – – –
Deutsche Bank
47
Deutsche Bank
Germany
$1.26M +$411K +3,089 +35%
Rafferty Asset Management
48
Rafferty Asset Management
New York
$1.22M -$650K -4,881 -30%
Vontobel Holding
49
Vontobel Holding
Switzerland
$1.1M +$1.37M +10,327 New
MSL
50
Mackay Shields LLC
New York
$1.07M +$1.35M +10,117 New
1
2
3 4 5

INO Hedge Fund Activity: Q4 2020 in Review

227 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2020, worth a combined $581M — down 20% from $723M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new INO positions and 40 closed out — a net gain of 16 holders — while 72 added to existing stakes and 56 trimmed.

The largest buyer was State Street, adding an estimated $9.91M. The largest seller was Bank of America, cutting an estimated $11.2M.

  • 227 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2020, up from 212 in Q3 2020.
  • Funds reported $581M of Inovio Pharmaceuticals stock for Q4 2020, down 20% quarter-over-quarter.
  • 56 funds opened new Inovio Pharmaceuticals positions in Q4 2020 and 40 closed out, a net change of +16 holders.
  • The largest Inovio Pharmaceuticals buyer in Q4 2020 was State Street, an estimated $9.91M added.
  • The largest Inovio Pharmaceuticals seller in Q4 2020 was Bank of America, an estimated $11.2M sold.

Based on aggregated 13F filings for Q4 2020.