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Inovio Pharmaceuticals

113 hedge funds and large institutions have $26.2M invested in Inovio Pharmaceuticals in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

979% more call options, than puts

Call options by funds: $313K | Put options by funds: $29K

21% more capital invested

Capital invested by funds: $21.6M → $26.2M (+$4.53M)

0.18% less ownership

Funds ownership: 1.73%1.55% (-0.18%)

9% less funds holding

Funds holding: 124113 (-11)

28% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 32

40% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 25

Holders
113
Holders Change
-11
Holders Change %
-8.87%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
23
Reduced
32
Closed
25
Calls
$313K
Puts
$29K
Net Calls
+$284K
Net Calls Change
+$72K
Name Holding Trade Value Shares
Change
Change in
Stake
Tudor Investment Corp
26
Tudor Investment Corp
Connecticut
$68.8K -$37.5K -7,600 -40%
Charles Schwab
27
Charles Schwab
California
$67.8K
Bank of New York Mellon
28
Bank of New York Mellon
New York
$66.9K
PCIA
29
Prime Capital Investment Advisors
Kansas
$66.8K -$3.27K -662 -6%
KFGK
30
Keystone Financial Group (Kentucky)
Kentucky
$62.6K +$5.28K +1,070 +12%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$59.8K +$42.8K +8,675 +789%
VPIM
32
Vanguard Personalized Indexing Management
California
$58.8K +$2.53K +512 +6%
Pathstone Holdings
33
Pathstone Holdings
New Jersey
$56.3K +$45.4K +9,205 New
TSS
34
Two Sigma Securities
New York
$55.3K +$7.42K +1,503 +20%
Franklin Resources
35
Franklin Resources
California
$50.5K
Mariner
36
Mariner
Kansas
$39.3K +$434 +88 +1%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$37K -$1.58K -320 -5%
Principal Financial Group
38
Principal Financial Group
Iowa
$34.9K +$2.89K +585 +11%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$33.2K
XT
40
XTX Topco
Cayman Islands
$28.5K +$23K +4,650 New
Osaic Holdings
41
Osaic Holdings
Arizona
$26.9K -$17.1K -3,461 -44%
UBS Group
42
UBS Group
Switzerland
$26.8K -$1.09K -220 -5%
Group One Trading
43
Group One Trading
Illinois
$22.6K +$5.04K +1,022 +38%
CS
44
Credit Suisse
Switzerland
$18K
GWM
45
Greenwich Wealth Management
Connecticut
$16K -$1.95K -394 -13%
MFA
46
Mayflower Financial Advisors
Massachusetts
$15.8K
ACM
47
Arlington Capital Management
Illinois
$14.1K
GS
48
GTS Securities
New York
$12.5K +$4.02K +815 +66%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$12K -$385 -78 -4%
AT
50
American Trust
Kentucky
$11.9K

INO Hedge Fund Activity: Q4 2023 in Review

113 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2023, worth a combined $26.2M — up 21% from $21.6M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of INO and 15 opened new positions — a net loss of 10 holders — while 32 trimmed existing stakes and 23 added.

The largest buyer was GSA Capital Partners, adding an estimated $1.44M. The largest seller was Millennium Management, cutting an estimated $1.71M.

  • 113 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2023, down from 124 in Q3 2023.
  • Funds reported $26.2M of Inovio Pharmaceuticals stock for Q4 2023, up 21% quarter-over-quarter.
  • 15 funds opened new Inovio Pharmaceuticals positions in Q4 2023 and 25 closed out, a net change of -10 holders.
  • The largest Inovio Pharmaceuticals buyer in Q4 2023 was GSA Capital Partners, an estimated $1.44M added.
  • The largest Inovio Pharmaceuticals seller in Q4 2023 was Millennium Management, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2023.