We are live on ! Find out more
INO icon

Inovio Pharmaceuticals

106 hedge funds and large institutions have $160M invested in Inovio Pharmaceuticals in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more capital invested

Capital invested by funds: $95.2M → $160M (+$64.7M)

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

21% more call options, than puts

Call options by funds: $481K | Put options by funds: $398K

0.13% more ownership

Funds ownership: 3.9%4.04% (+0.13%)

10% less funds holding

Funds holding: 118106 (-12)

48% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 25

Holders
106
Holders Change
-12
Holders Change %
-10.17%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
36
Reduced
26
Closed
25
Calls
$481K
Puts
$398K
Net Calls
+$83K
Net Calls Change
+$136K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
51
Victory Capital Management
Texas
$123K +$52K +1,728 +126%
ProShare Advisors
52
ProShare Advisors
Maryland
$113K -$7.95K -264 -8%
MLICM
53
Metropolitan Life Insurance Company (MetLife)
New York
$110K +$64.5K +2,143 +342%
Bank of America
54
Bank of America
North Carolina
$109K -$103K -3,431 -56%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$88K
VF
56
Virtu Financial
New York
$88K +$28.5K +948 +75%
Legal & General Group
57
Legal & General Group
United Kingdom
$87K +$2.41K +80 +4%
Simplex Trading
58
Simplex Trading
Illinois
$79K +$29.4K +977 +95%
QIM
59
Quantitative Investment Management
Virginia
$79K +$60.6K +2,013 New
RJA
60
Raymond James & Associates
Florida
$73K +$10.2K +340 +23%
BCA
61
Bay Colony Advisors
Massachusetts
$70K +$16.9K +563 +50%
UTC
62
Unified Trust Company
Kentucky
$65K +$2.5K +83 +5%
Ameriprise
63
Ameriprise
Minnesota
$62K +$632 +21 +1%
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$61K +$9.27K +308 +25%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$57K +$9.81K +326 +30%
SIP
66
Stoneridge Investment Partners
Pennsylvania
$56K
Creative Planning
67
Creative Planning
Kansas
$55K -$1.02K -34 -2%
Millennium Management
68
Millennium Management
New York
$55K +$42K +1,396 New
AB
69
Amalgamated Bank
New York
$53K
LCS
70
Levin Capital Strategies
New York
$49K +$37.6K +1,250 New
Principal Financial Group
71
Principal Financial Group
Iowa
$43K -$39.2K -1,304 -54%
CSS
72
Cubist Systematic Strategies
Connecticut
$41K +$31.4K +1,042 New
PHK
73
Point72 Hong Kong
Hong Kong
$37K +$28.1K +935 New
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$35.5K -$8.4K -279 -24%
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$34K +$25.6K +850 New

INO Hedge Fund Activity: Q4 2019 in Review

106 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2019, worth a combined $160M — up 68% from $95.2M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of INO and 13 opened new positions — a net loss of 12 holders — while 26 trimmed existing stakes and 36 added.

The largest buyer was Morgan Stanley, adding an estimated $3.14M. The largest seller was JP Morgan Chase, cutting an estimated $706K.

  • 106 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2019, down from 118 in Q3 2019.
  • Funds reported $160M of Inovio Pharmaceuticals stock for Q4 2019, up 68% quarter-over-quarter.
  • 13 funds opened new Inovio Pharmaceuticals positions in Q4 2019 and 25 closed out, a net change of -12 holders.
  • The largest Inovio Pharmaceuticals buyer in Q4 2019 was Morgan Stanley, an estimated $3.14M added.
  • The largest Inovio Pharmaceuticals seller in Q4 2019 was JP Morgan Chase, an estimated $706K sold.

Based on aggregated 13F filings for Q4 2019.