Inovio Pharmaceuticals
54 hedge funds and large institutions have $50.6M invested in Inovio Pharmaceuticals in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 5 closing their positions.
400% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 5
222% more capital invested
Capital invested by funds: $15.7M → $50.6M (+$34.8M)
167% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 6
54% more funds holding
Funds holding: 35 → 54 (+19)
0.09% more ownership
Funds ownership: 0.08% → 0.17% (+0.09%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$15.4M |
| 2 |
Goldman Sachs
New York
|
+$2.17M |
| 3 |
KCM
Knoll Capital Management
Miami,
Florida
|
+$851K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$716K |
| 5 |
First Eagle Investment Management
New York
|
+$521K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Moore Capital Management
New York
|
-$207K |
| 2 |
Morgan Stanley
New York
|
-$178K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$160K |
| 4 |
Bank of New York Mellon
New York
|
-$154K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$122K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PSI
51
Pinnacle Summer Investments
Fairfax,
Virginia
| $1K | – | – | – |
|
|
FHA
52
First Horizon Advisors
Memphis,
Tennessee
| $1K | +$1K | +10 | New |
|
53
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1K | +$1.2K | +12 | New |
|
54
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $21 | +$2.8K | +28 | +23% |
|
|
MCM
55
Moore Capital Management
New York
| – | -$207K | -2,083 | Closed |
|
|
VKH
56
Virtu KCG Holdings
New York
| – | -$122K | -1,223 | Closed |
|
|
ARTA
57
A.R.T. Advisors
New York
| – | -$96K | -968 | Closed |
|
|
WAM
58
World Asset Management
Detroit,
Michigan
| – | -$22K | -225 | Closed |
|
|
CS
59
Comerica Securities
Detroit,
Michigan
| – | -$21K | -208 | Closed |
|
INO Hedge Fund Activity: Q4 2013 in Review
54 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2013, worth a combined $50.6M — up 222% from $15.7M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new INO positions and 5 closed out — a net gain of 20 holders — while 16 added to existing stakes and 6 trimmed.
The largest buyer was State Street, adding an estimated $15.4M. The largest seller was Moore Capital Management, exiting entirely with an estimated $207K sold.
- 54 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2013, up from 35 in Q3 2013.
- Funds reported $50.6M of Inovio Pharmaceuticals stock for Q4 2013, up 222% quarter-over-quarter.
- 25 funds opened new Inovio Pharmaceuticals positions in Q4 2013 and 5 closed out, a net change of +20 holders.
- The largest Inovio Pharmaceuticals buyer in Q4 2013 was State Street, an estimated $15.4M added.
- The largest Inovio Pharmaceuticals seller in Q4 2013 was Moore Capital Management, an estimated $207K sold.
Based on aggregated 13F filings for Q4 2013.