Inovio Pharmaceuticals
208 hedge funds and large institutions have $428M invested in Inovio Pharmaceuticals in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 38 closing their positions.
0.33% more ownership
Funds ownership: 3.07% → 3.4% (+0.33%)
2% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 63
2% less funds holding
Funds holding: 213 → 208 (-5)
11% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 38
15% less call options, than puts
Call options by funds: $15.5M | Put options by funds: $18.2M
23% less capital invested
Capital invested by funds: $555M → $428M (-$126M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$15.7M |
| 2 |
D.E. Shaw & Co
New York
|
+$14.6M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$8.94M |
| 4 |
Rafferty Asset Management
New York
|
+$3.23M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$2.07M |
| 2 |
AA
ALPS Advisors
Denver,
Colorado
|
-$1.85M |
| 3 |
Morgan Stanley
New York
|
-$1.41M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.14M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$1.08M |
INO Hedge Fund Activity: Q4 2021 in Review
208 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2021, worth a combined $428M — down 23% from $555M a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of INO and 34 opened new positions — a net loss of 4 holders — while 63 trimmed existing stakes and 62 added.
The largest buyer was State Street, adding an estimated $15.7M. The largest seller was JP Morgan Chase, cutting an estimated $2.07M.
- 208 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2021, down from 213 in Q3 2021.
- Funds reported $428M of Inovio Pharmaceuticals stock for Q4 2021, down 23% quarter-over-quarter.
- 34 funds opened new Inovio Pharmaceuticals positions in Q4 2021 and 38 closed out, a net change of -4 holders.
- The largest Inovio Pharmaceuticals buyer in Q4 2021 was State Street, an estimated $15.7M added.
- The largest Inovio Pharmaceuticals seller in Q4 2021 was JP Morgan Chase, an estimated $2.07M sold.
Based on aggregated 13F filings for Q4 2021.