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Inovio Pharmaceuticals

104 hedge funds and large institutions have $24.5M invested in Inovio Pharmaceuticals in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 13 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $373K | Put options by funds: $79K

169% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 13

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

6% more funds holding

Funds holding: 98104 (+6)

4.02% more ownership

Funds ownership: 33%37.02% (+4%)

51% less capital invested

Capital invested by funds: $49.5M → $24.5M (-$25.1M)

Holders
104
Holders Change
+6
Holders Change %
+6.12%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
35
Reduced
13
Closed
20
Calls
$373K
Puts
$79K
Net Calls
+$294K
Net Calls Change
-$147K
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
51
Signature Estate & Investment Advisors
California
$20.2K +$673 +152 +1%
SG Americas Securities
52
SG Americas Securities
New York
$20K -$6.49K -1,466 -12%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$20K +$32.7K +7,386 +200%
KFGK
54
Keystone Financial Group (Kentucky)
Kentucky
$18.4K
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$17.9K
TRCT
56
Tower Research Capital (TRC)
New York
$15.5K +$28.8K +6,498 +326%
PFSRSONJ
57
Police & Firemen's Retirement System of New Jersey
New Jersey
$9.34K +$22.6K +5,106 New
SS
58
SBI Securities
Japan
$7.53K +$18.2K +4,114 New
Osaic Holdings
59
Osaic Holdings
Arizona
$6.44K +$2.66K +600 +21%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$6.06K -$10.5K -2,370 -42%
AIP
61
Ameritas Investment Partners
Nebraska
$4.55K
Legal & General Group
62
Legal & General Group
United Kingdom
$4.02K
PMAM
63
Picton Mahoney Asset Management
Ontario, Canada
$4K +$8.51K +1,923 New
SPIA
64
Steward Partners Investment Advisory
New York
$3.41K
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$3.37K
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$3K +$7.67K +1,734 New
Federated Hermes
67
Federated Hermes
Pennsylvania
$2.95K +$7.14K +1,613 New
AWM
68
Activest Wealth Management
Florida
$2.75K
AB
69
Amalgamated Bank
New York
$2K
C
70
Covestor
United Kingdom
$2K +$3.06K +692 +288%
MCM
71
MAI Capital Management
Ohio
$1.75K +$4.24K +958 New
SCM
72
Sterling Capital Management
North Carolina
$1.61K +$3.54K +801 +989%
CA
73
Clearstead Advisors
Ohio
$915 -$221 -50 -9%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$824
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
$805

INO Hedge Fund Activity: Q4 2024 in Review

104 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2024, worth a combined $24.5M — down 51% from $49.5M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new INO positions and 20 closed out — a net gain of 6 holders — while 35 added to existing stakes and 13 trimmed.

The largest buyer was Deep Track Capital, adding an estimated $5.82M. The largest seller was Vanguard Group, cutting an estimated $550K.

  • 104 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2024, up from 98 in Q3 2024.
  • Funds reported $24.5M of Inovio Pharmaceuticals stock for Q4 2024, down 51% quarter-over-quarter.
  • 26 funds opened new Inovio Pharmaceuticals positions in Q4 2024 and 20 closed out, a net change of +6 holders.
  • The largest Inovio Pharmaceuticals buyer in Q4 2024 was Deep Track Capital, an estimated $5.82M added.
  • The largest Inovio Pharmaceuticals seller in Q4 2024 was Vanguard Group, an estimated $550K sold.

Based on aggregated 13F filings for Q4 2024.