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Inovio Pharmaceuticals

126 hedge funds and large institutions have $142M invested in Inovio Pharmaceuticals in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $118M → $142M (+$23.5M)

8% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 37

0.13% more ownership

Funds ownership: 2.64%2.77% (+0.13%)

5% less funds holding

Funds holding: 133126 (-7)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

21% less call options, than puts

Call options by funds: $479K | Put options by funds: $603K

Holders
126
Holders Change
-7
Holders Change %
-5.26%
% of All Funds
2.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
40
Reduced
37
Closed
18
Calls
$479K
Puts
$603K
Net Calls
-$124K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
51
ProShare Advisors
Maryland
$246K -$38.7K -715 -14%
AIG
52
American International Group
New York
$245K -$12.7K -234 -5%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$237K +$649 +12 +0.3%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$235K
State of Wisconsin Investment Board
55
State of Wisconsin Investment Board
Wisconsin
$235K
Group One Trading
56
Group One Trading
Illinois
$230K +$208K +3,844 +1,671%
Millennium Management
57
Millennium Management
New York
$226K -$19.8K -365 -8%
VF
58
Virtu Financial
New York
$196K +$70.5K +1,303 +60%
UBS AM
59
UBS AM
Illinois
$185K +$57.8K +1,068 +48%
DekaBank Deutsche Girozentrale
60
DekaBank Deutsche Girozentrale
Germany
$176K -$16.2K -300 -9%
MIM
61
MetLife Investment Management
New Jersey
$171K
VOYA Investment Management
62
VOYA Investment Management
Georgia
$169K
Neuberger Berman Group
63
Neuberger Berman Group
New York
$161K
OAM
64
Oxford Asset Management
United Kingdom
$149K -$58.5K -1,081 -29%
TAM
65
Tocqueville Asset Management
New York
$139K -$106K -1,950 -44%
PCM
66
Piermont Capital Management
Missouri
$127K -$23.9K -441 -16%
Principal Financial Group
67
Principal Financial Group
Iowa
$127K -$1.95K -36 -2%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$126K
Barclays
69
Barclays
United Kingdom
$125K -$237K -4,378 -66%
MLICM
70
Metropolitan Life Insurance Company (MetLife)
New York
$119K +$37.7K +697 +50%
BCM
71
BlueCrest Capital Management
Jersey
$118K +$113K +2,092 New
LCM
72
Laurion Capital Management
New York
$116K +$111K +2,058 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$103K
JP Morgan Chase
74
JP Morgan Chase
New York
$98K -$2.38K -44 -2%
LCS
75
Levin Capital Strategies
New York
$97K +$92.4K +1,708 New

INO Hedge Fund Activity: Q1 2018 in Review

126 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q1 2018, worth a combined $142M — up 20% from $118M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of INO and 15 opened new positions — a net loss of 3 holders — while 37 trimmed existing stakes and 40 added.

The largest buyer was Guggenheim Capital, opening a new position worth an estimated $2.28M. The largest seller was Citadel Advisors, cutting an estimated $1.15M.

  • 126 institutional investors held Inovio Pharmaceuticals (INO) as of Q1 2018, down from 133 in Q4 2017.
  • Funds reported $142M of Inovio Pharmaceuticals stock for Q1 2018, up 20% quarter-over-quarter.
  • 15 funds opened new Inovio Pharmaceuticals positions in Q1 2018 and 18 closed out, a net change of -3 holders.
  • The largest Inovio Pharmaceuticals buyer in Q1 2018 was Guggenheim Capital, an estimated $2.28M added.
  • The largest Inovio Pharmaceuticals seller in Q1 2018 was Citadel Advisors, an estimated $1.15M sold.

Based on aggregated 13F filings for Q1 2018.