We are live on ! Find out more
INO icon

Inovio Pharmaceuticals

124 hedge funds and large institutions have $21.6M invested in Inovio Pharmaceuticals in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,247% more call options, than puts

Call options by funds: $229K | Put options by funds: $17K

0.55% less ownership

Funds ownership: 2.27%1.73% (-0.55%)

7% less funds holding

Funds holding: 133124 (-9)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

33% less capital invested

Capital invested by funds: $32.1M → $21.6M (-$10.4M)

48% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 44

Holders
124
Holders Change
-9
Holders Change %
-6.77%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
23
Reduced
44
Closed
24
Calls
$229K
Puts
$17K
Net Calls
+$212K
Net Calls Change
-$50K
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
26
Pathstone Family Office
New Jersey
$57.7K +$45.3K +8,194 +196%
PCIA
27
Prime Capital Investment Advisors
Kansas
$54.1K +$43.6K +7,886 +213%
Charles Schwab
28
Charles Schwab
California
$51.7K -$519K -94,004 -89%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$51K -$812 -147 -1%
CBFP
30
Cedar Brook Financial Partners
Ohio
$50.8K
KFGK
31
Keystone Financial Group (Kentucky)
Kentucky
$42.8K +$1.61K +292 +3%
VPIM
32
Vanguard Personalized Indexing Management
California
$42.5K +$50.3K +9,101 New
Franklin Resources
33
Franklin Resources
California
$38.5K -$12K -2,169 -21%
Man Group
34
Man Group
United Kingdom
$36.9K -$27.3K -4,950 Closed
Osaic Holdings
35
Osaic Holdings
Arizona
$36.6K -$119K -21,498 -73%
TSS
36
Two Sigma Securities
New York
$35.2K -$10.5K -1,897 -20%
Point72 Asset Management
37
Point72 Asset Management
Connecticut
$31.2K +$20.8K +3,774 +130%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$31K +$29.1K +5,265 +433%
Mariner
39
Mariner
Kansas
$29.6K +$28.9K +5,226 +469%
Goldman Sachs
40
Goldman Sachs
New York
$27.7K -$96.6K -17,481 -75%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$25.3K -$3.63K -657 -11%
FIM
42
Freedom Investment Management
Connecticut
$24.2K +$17.2K +3,105 +149%
JP Morgan Chase
43
JP Morgan Chase
New York
$24.2K -$1.36M -246,360 -98%
Principal Financial Group
44
Principal Financial Group
Iowa
$23.9K
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$22.7K -$408K -73,828 -94%
UBS Group
46
UBS Group
Switzerland
$21.4K +$22.1K +4,000 +675%
TRCT
47
Tower Research Capital (TRC)
New York
$14.3K -$260 -47 -2%
GWM
48
Greenwich Wealth Management
Connecticut
$14K +$829 +150 +5%
CS
49
Credit Suisse
Switzerland
$13.7K -$10K -1,812 -38%
HighTower Advisors
50
HighTower Advisors
Illinois
$13K -$4.09K -740 -21%

INO Hedge Fund Activity: Q3 2023 in Review

124 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q3 2023, worth a combined $21.6M — down 33% from $32.1M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of INO and 17 opened new positions — a net loss of 7 holders — while 44 trimmed existing stakes and 23 added.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $212K. The largest seller was JP Morgan Chase, cutting an estimated $1.36M.

  • 124 institutional investors held Inovio Pharmaceuticals (INO) as of Q3 2023, down from 133 in Q2 2023.
  • Funds reported $21.6M of Inovio Pharmaceuticals stock for Q3 2023, down 33% quarter-over-quarter.
  • 17 funds opened new Inovio Pharmaceuticals positions in Q3 2023 and 24 closed out, a net change of -7 holders.
  • The largest Inovio Pharmaceuticals buyer in Q3 2023 was Acadian Asset Management, an estimated $212K added.
  • The largest Inovio Pharmaceuticals seller in Q3 2023 was JP Morgan Chase, an estimated $1.36M sold.

Based on aggregated 13F filings for Q3 2023.