Inovio Pharmaceuticals
76 hedge funds and large institutions have $125M invested in Inovio Pharmaceuticals in 2014 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 26 closing their positions.
131% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 13
7% more capital invested
Capital invested by funds: $116M → $125M (+$8.45M)
1.29% more ownership
Funds ownership: 0.3% → 1.6% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 26
3% less funds holding
Funds holding: 78 → 76 (-2)
65% less call options, than puts
Call options by funds: $6.02M | Put options by funds: $17.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$14.6M |
| 2 |
State Street
Boston,
Massachusetts
|
+$9.96M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$6.24M |
| 4 |
Morgan Stanley
New York
|
+$4.28M |
| 5 |
Goldman Sachs
New York
|
+$4.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OrbiMed
New York
|
-$13.3M |
| 2 |
TA
Teachers Advisors
New York
|
-$8.4M |
| 3 |
BC
Broadfin Capital
New York
|
-$4.16M |
| 4 |
Jennison Associates
New York
|
-$4.16M |
| 5 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$1.22M |
INO Hedge Fund Activity: Q2 2014 in Review
76 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q2 2014, worth a combined $125M — up 7.3% from $116M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of INO and 24 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 30 added.
The largest buyer was BlackRock Fund Advisors, opening a new position worth an estimated $14.6M. The largest seller was OrbiMed, exiting entirely with an estimated $13.3M sold.
- 76 institutional investors held Inovio Pharmaceuticals (INO) as of Q2 2014, down from 78 in Q1 2014.
- Funds reported $125M of Inovio Pharmaceuticals stock for Q2 2014, up 7.3% quarter-over-quarter.
- 24 funds opened new Inovio Pharmaceuticals positions in Q2 2014 and 26 closed out, a net change of -2 holders.
- The largest Inovio Pharmaceuticals buyer in Q2 2014 was BlackRock Fund Advisors, an estimated $14.6M added.
- The largest Inovio Pharmaceuticals seller in Q2 2014 was OrbiMed, an estimated $13.3M sold.
Based on aggregated 13F filings for Q2 2014.