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Inovio Pharmaceuticals

89 hedge funds and large institutions have $56.4M invested in Inovio Pharmaceuticals in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 19 increasing their positions, 31 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more capital invested

Capital invested by funds: $26.2M → $56.4M (+$30.2M)

15.85% more ownership

Funds ownership: 1.55%17.4% (+16%)

3% more call options, than puts

Call options by funds: $5.24M | Put options by funds: $5.08M

21% less funds holding

Funds holding: 11389 (-24)

39% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 31

46% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 50

Holders
89
Holders Change
-24
Holders Change %
-21.24%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
19
Reduced
31
Closed
50
Calls
$5.24M
Puts
$5.08M
Net Calls
+$163K
Net Calls Change
-$121K
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
26
ExodusPoint Capital Management
New York
$246K +$153K +17,690 New
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$229K -$685K -79,334 -83%
Group One Trading
28
Group One Trading
Illinois
$214K +$101K +11,754 +318%
YIH
29
Y-Intercept (HK)
Hong Kong
$212K +$132K +15,245 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$204K -$81.7K -9,459 -39%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$174K -$9 -1 -0%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$172K +$2.05K +237 +2%
JF
33
Jump Financial
Illinois
$165K +$103K +11,877 New
JFG
34
Jefferies Financial Group
New York
$160K +$99.3K +11,500 New
Charles Schwab
35
Charles Schwab
California
$154K -$9 -1 -0%
CBFP
36
Cedar Brook Financial Partners
Ohio
$151K -$9 -1 -0%
KFGK
37
Keystone Financial Group (Kentucky)
Kentucky
$143K +$682 +79 +0.8%
PCIA
38
Prime Capital Investment Advisors
Kansas
$141K -$6.45K -747 -7%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$136K +$89.4K +10,358 New
Amundi
40
Amundi
France
$118K -$9 -1 -0%
CFM
41
Catalyst Funds Management
Australia
$117K +$72.6K +8,411 New
Simplex Trading
42
Simplex Trading
Illinois
$92K +$49.6K +5,745 +606%
Osaic Holdings
43
Osaic Holdings
Arizona
$76.1K +$9.44K +1,093 +25%
TRCT
44
Tower Research Capital (TRC)
New York
$47.4K +$15.3K +1,778 +109%
SPIA
45
Steward Partners Investment Advisory
New York
$27.3K +$17K +1,968 New
UBS Group
46
UBS Group
Switzerland
$26.6K -$21.2K -2,457 -56%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$24.1K
Wells Fargo
48
Wells Fargo
California
$20.8K -$2.78K -322 -18%
HT
49
Headlands Technologies
Illinois
$18.9K +$11.7K +1,360 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$15K -$43.3K -5,018 -81%

INO Hedge Fund Activity: Q1 2024 in Review

89 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q1 2024, worth a combined $56.4M — up 116% from $26.2M a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of INO and 27 opened new positions — a net loss of 23 holders — while 31 trimmed existing stakes and 19 added.

The largest buyer was Millennium Management, adding an estimated $2.01M. The largest seller was GSA Capital Partners, cutting an estimated $2.04M.

  • 89 institutional investors held Inovio Pharmaceuticals (INO) as of Q1 2024, down from 113 in Q4 2023.
  • Funds reported $56.4M of Inovio Pharmaceuticals stock for Q1 2024, up 116% quarter-over-quarter.
  • 27 funds opened new Inovio Pharmaceuticals positions in Q1 2024 and 50 closed out, a net change of -23 holders.
  • The largest Inovio Pharmaceuticals buyer in Q1 2024 was Millennium Management, an estimated $2.01M added.
  • The largest Inovio Pharmaceuticals seller in Q1 2024 was GSA Capital Partners, an estimated $2.04M sold.

Based on aggregated 13F filings for Q1 2024.