Inovio Pharmaceuticals
78 hedge funds and large institutions have $116M invested in Inovio Pharmaceuticals in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 9 closing their positions.
267% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 9
130% more capital invested
Capital invested by funds: $50.6M → $116M (+$65.6M)
75% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 12
44% more funds holding
Funds holding: 54 → 78 (+24)
28% more call options, than puts
Call options by funds: $660K | Put options by funds: $516K
0.13% more ownership
Funds ownership: 0.17% → 0.3% (+0.13%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| 1 |
TA
Teachers Advisors
New York
|
+$13.9M |
| 2 |
O
OrbiMed
New York
|
+$11.9M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
+$8.27M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.94M |
| 5 |
BC
Broadfin Capital
New York
|
+$3.74M |
Top Sellers
| 1 |
State Street
Boston,
Massachusetts
|
-$7.08M |
| 2 |
Goldman Sachs
New York
|
-$2.5M |
| 3 |
First Eagle Investment Management
New York
|
-$725K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$191K |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
-$121K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $24 | – | – | – |
|
|
77
First Eagle Investment Management
New York
| – | -$725K | -5,208 | Closed |
|
|
GC
78
Guggenheim Capital
Chicago,
Illinois
| – | -$191K | -1,371 | Closed |
|
|
79
Verition Fund Management
Greenwich,
Connecticut
| – | -$121K | -866 | Closed |
|
|
CA
80
Corrado Advisors
Ramsey,
New Jersey
| – | -$93K | -667 | Closed |
|
|
VFS
81
VSR Financial Services
Overland Park,
Kansas
| – | -$44K | -313 | Closed |
|
|
HTC
82
Haverford Trust Company
Radnor,
Pennsylvania
| – | -$40K | -289 | Closed |
|
|
N
83
Natixis
Paris,
France
| – | -$30K | -221 | Closed |
|
|
CLOS
84
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| – | -$25K | -177 | Closed |
|
|
FHA
85
First Horizon Advisors
Memphis,
Tennessee
| – | -$1K | -10 | Closed |
|
|
WAS
86
Winch Advisory Services
Appleton,
Wisconsin
| – | +$287 | +2 | New |
|
87
BlackRock
New York
| – | +$431 | +3 | New |
|
INO Hedge Fund Activity: Q1 2014 in Review
78 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q1 2014, worth a combined $116M — up 130% from $50.6M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new INO positions and 9 closed out — a net gain of 24 holders — while 21 added to existing stakes and 12 trimmed.
The largest buyer was Teachers Advisors, opening a new position worth an estimated $13.9M. The largest seller was State Street, cutting an estimated $7.08M.
- 78 institutional investors held Inovio Pharmaceuticals (INO) as of Q1 2014, up from 54 in Q4 2013.
- Funds reported $116M of Inovio Pharmaceuticals stock for Q1 2014, up 130% quarter-over-quarter.
- 33 funds opened new Inovio Pharmaceuticals positions in Q1 2014 and 9 closed out, a net change of +24 holders.
- The largest Inovio Pharmaceuticals buyer in Q1 2014 was Teachers Advisors, an estimated $13.9M added.
- The largest Inovio Pharmaceuticals seller in Q1 2014 was State Street, an estimated $7.08M sold.
Based on aggregated 13F filings for Q1 2014.