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Inovio Pharmaceuticals

113 hedge funds and large institutions have $26.2M invested in Inovio Pharmaceuticals in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

979% more call options, than puts

Call options by funds: $313K | Put options by funds: $29K

21% more capital invested

Capital invested by funds: $21.6M → $26.2M (+$4.53M)

0.18% less ownership

Funds ownership: 1.73%1.55% (-0.18%)

9% less funds holding

Funds holding: 124113 (-11)

28% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 32

40% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 25

Holders
113
Holders Change
-11
Holders Change %
-8.87%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
23
Reduced
32
Closed
25
Calls
$313K
Puts
$29K
Net Calls
+$284K
Net Calls Change
+$72K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$11.1K +$1.29K +261 +17%
SWP
52
Stratos Wealth Partners
Ohio
$11K
Russell Investments Group
53
Russell Investments Group
United Kingdom
$10.6K
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$10.2K
TRCT
55
Tower Research Capital (TRC)
New York
$10K -$7.05K -1,429 -47%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$10K -$360 -73 -4%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$10K
AWA
58
Arkadios Wealth Advisors
Georgia
$9.44K -$163 -33 -2%
LPL Financial
59
LPL Financial
California
$8.3K +$301 +61 +5%
TIAA Trust, National Association
60
TIAA Trust, National Association
North Carolina
$7.32K
Creative Planning
61
Creative Planning
Kansas
$7.16K -$143 -29 -2%
JP Morgan Chase
62
JP Morgan Chase
New York
$6.88K -$20K -4,055 -78%
CSS
63
Cubist Systematic Strategies
Connecticut
$6.12K +$2.45K +497 +99%
Stifel Financial
64
Stifel Financial
Missouri
$5.63K -$533 -108 -11%
RJA
65
Raymond James & Associates
Florida
$5.34K -$2.06K -417 -32%
FFA
66
Farther Finance Advisors
California
$5.33K
CAN
67
Cetera Advisor Networks
California
$5.23K -$1.24K -251 -23%
Wolverine Trading
68
Wolverine Trading
Illinois
$5.14K +$4.15K +840 New
IA
69
IFG Advisory
Georgia
$5.1K
PP
70
PDS Planning
Ohio
$5.1K
MA
71
Mutual Advisors
Nebraska
$5.1K +$4.11K +833 New
Simplex Trading
72
Simplex Trading
Illinois
$5K +$4.68K +948 New
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.23K -$696 -141 -17%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$3.91K
PAS
75
Point72 Asia (Singapore)
Singapore
$3.42K +$2.75K +558 New

INO Hedge Fund Activity: Q4 2023 in Review

113 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2023, worth a combined $26.2M — up 21% from $21.6M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of INO and 15 opened new positions — a net loss of 10 holders — while 32 trimmed existing stakes and 23 added.

The largest buyer was GSA Capital Partners, adding an estimated $1.44M. The largest seller was Millennium Management, cutting an estimated $1.71M.

  • 113 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2023, down from 124 in Q3 2023.
  • Funds reported $26.2M of Inovio Pharmaceuticals stock for Q4 2023, up 21% quarter-over-quarter.
  • 15 funds opened new Inovio Pharmaceuticals positions in Q4 2023 and 25 closed out, a net change of -10 holders.
  • The largest Inovio Pharmaceuticals buyer in Q4 2023 was GSA Capital Partners, an estimated $1.44M added.
  • The largest Inovio Pharmaceuticals seller in Q4 2023 was Millennium Management, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2023.