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Inovio Pharmaceuticals

105 hedge funds and large institutions have $192M invested in Inovio Pharmaceuticals in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 15

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

26% more capital invested

Capital invested by funds: $153M → $192M (+$39.1M)

7% more funds holding

Funds holding: 98105 (+7)

0.67% more ownership

Funds ownership: 2.59%3.26% (+0.67%)

42% less call options, than puts

Call options by funds: $1.83M | Put options by funds: $3.16M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
105
Holders Change
+7
Holders Change %
+7.14%
% of All Funds
2.83%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
54
Reduced
15
Closed
9
Calls
$1.83M
Puts
$3.16M
Net Calls
-$1.32M
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
NFA
51
Nationwide Fund Advisors
Ohio
$380K +$24.7K +231 +6%
BA
52
BlackRock Advisors
Delaware
$378K +$75.9K +710 +23%
VOYA Investment Management
53
VOYA Investment Management
Georgia
$289K
JP Morgan Chase
54
JP Morgan Chase
New York
$289K +$169K +1,580 +116%
DekaBank Deutsche Girozentrale
55
DekaBank Deutsche Girozentrale
Germany
$277K +$48.9K +458 +19%
UBS AM
56
UBS AM
Illinois
$267K +$66.8K +625 +30%
VKH
57
Virtu KCG Holdings
New York
$194K -$110K -1,025 -34%
KeyBank National Association
58
KeyBank National Association
Ohio
$190K
Jane Street
59
Jane Street
New York
$173K +$188K +1,764 New
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$165K +$180K +1,688 New
Principal Financial Group
61
Principal Financial Group
Iowa
$160K +$37.6K +352 +27%
PPA
62
Parametric Portfolio Associates
Washington
$157K +$171K +1,599 New
Deutsche Bank
63
Deutsche Bank
Germany
$143K +$70.1K +656 +80%
Ameriprise
64
Ameriprise
Minnesota
$136K +$18.2K +170 +14%
MCM
65
Murphy Capital Management
New Jersey
$133K +$41.9K +392 +40%
HF
66
HRT Financial
New York
$127K +$139K +1,302 New
TJHA
67
Thomas J. Herzfeld Advisors
Florida
$122K
RCM
68
Rotella Capital Management
Washington
$113K -$1.14M -10,670 -90%
FFBTD
69
First Financial Bank - Trust Division
Ohio
$109K
DIA
70
Denver Investment Advisors
Colorado
$95K -$28.3K -265 -21%
Citadel Advisors
71
Citadel Advisors
Florida
$91K +$99.5K +931 New
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$90K +$8.97K +84 +10%
AQR Capital Management
73
AQR Capital Management
Connecticut
$88K
Legal & General Group
74
Legal & General Group
United Kingdom
$88K +$18.8K +176 +24%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$87K -$14.4K -135 -13%

INO Hedge Fund Activity: Q2 2015 in Review

105 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q2 2015, worth a combined $192M — up 26% from $153M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new INO positions and 9 closed out — a net gain of 7 holders — while 54 added to existing stakes and 15 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $8.57M. The largest seller was Putnam Investments, cutting an estimated $5.26M.

  • 105 institutional investors held Inovio Pharmaceuticals (INO) as of Q2 2015, up from 98 in Q1 2015.
  • Funds reported $192M of Inovio Pharmaceuticals stock for Q2 2015, up 26% quarter-over-quarter.
  • 16 funds opened new Inovio Pharmaceuticals positions in Q2 2015 and 9 closed out, a net change of +7 holders.
  • The largest Inovio Pharmaceuticals buyer in Q2 2015 was Susquehanna International Group, an estimated $8.57M added.
  • The largest Inovio Pharmaceuticals seller in Q2 2015 was Putnam Investments, an estimated $5.26M sold.

Based on aggregated 13F filings for Q2 2015.