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Inovio Pharmaceuticals

124 hedge funds and large institutions have $21.6M invested in Inovio Pharmaceuticals in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,247% more call options, than puts

Call options by funds: $229K | Put options by funds: $17K

0.55% less ownership

Funds ownership: 2.27%1.73% (-0.55%)

7% less funds holding

Funds holding: 133124 (-9)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

33% less capital invested

Capital invested by funds: $32.1M → $21.6M (-$10.4M)

48% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 44

Holders
124
Holders Change
-9
Holders Change %
-6.77%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
23
Reduced
44
Closed
24
Calls
$229K
Puts
$17K
Net Calls
+$212K
Net Calls Change
-$50K
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
51
Group One Trading
Illinois
$12.5K -$3.44K -622 -19%
MFA
52
Mayflower Financial Advisors
Massachusetts
$12K
Victory Capital Management
53
Victory Capital Management
Texas
$11.2K +$442 +80 +3%
ACM
54
Arlington Capital Management
Illinois
$10.8K
AT
55
American Trust
Kentucky
$9.08K -$3.07K -556 -22%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$9K -$619 -112 -5%
SWP
57
Stratos Wealth Partners
Ohio
$8.37K +$3K +543 +43%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$8.09K
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$8K -$2.81K -509 -23%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$8K
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$7.78K
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$7.51K +$8.88K +1,608 New
AWA
63
Arkadios Wealth Advisors
Georgia
$7.35K +$8.7K +1,575 New
Wells Fargo
64
Wells Fargo
California
$7.28K -$911 -165 -10%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$7.11K -$31.3K -5,662 -79%
HF
66
HRT Financial
New York
$7K -$122K -22,151 -93%
ProShare Advisors
67
ProShare Advisors
Maryland
$6.82K +$238 +43 +3%
LPL Financial
68
LPL Financial
California
$6.05K -$1.36K -246 -16%
RJA
69
Raymond James & Associates
Florida
$6.02K +$94 +17 +1%
GS
70
GTS Securities
New York
$5.73K +$6.78K +1,227 New
Creative Planning
71
Creative Planning
Kansas
$5.6K -$1.65K -298 -20%
TIAA Trust, National Association
72
TIAA Trust, National Association
North Carolina
$5.58K +$6.61K +1,196 New
CAN
73
Cetera Advisor Networks
California
$5.17K +$768 +139 +14%
PVI
74
Pine Valley Investments
New Jersey
$5.16K
Two Sigma Advisers
75
Two Sigma Advisers
New York
$5.13K -$213K -38,633 -97%

INO Hedge Fund Activity: Q3 2023 in Review

124 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q3 2023, worth a combined $21.6M — down 33% from $32.1M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of INO and 17 opened new positions — a net loss of 7 holders — while 44 trimmed existing stakes and 23 added.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $212K. The largest seller was JP Morgan Chase, cutting an estimated $1.36M.

  • 124 institutional investors held Inovio Pharmaceuticals (INO) as of Q3 2023, down from 133 in Q2 2023.
  • Funds reported $21.6M of Inovio Pharmaceuticals stock for Q3 2023, down 33% quarter-over-quarter.
  • 17 funds opened new Inovio Pharmaceuticals positions in Q3 2023 and 24 closed out, a net change of -7 holders.
  • The largest Inovio Pharmaceuticals buyer in Q3 2023 was Acadian Asset Management, an estimated $212K added.
  • The largest Inovio Pharmaceuticals seller in Q3 2023 was JP Morgan Chase, an estimated $1.36M sold.

Based on aggregated 13F filings for Q3 2023.