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Inovio Pharmaceuticals
INO

106 hedge funds and large institutions have $133M invested in Inovio Pharmaceuticals in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $716K

0.05% less ownership

Funds ownership: 2.3% → 2.25% (-0.05%)

6% less capital invested

Capital invested by funds: $142M → $133M (-$9.09M)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

15% less funds holding

Funds holding: 125 → 106 (-19)

62% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 21

Holders
106
Holders Change
-19
Holders Change %
-15.2%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
33
Closed
21
Calls
$1.01M
Puts
$716K
Net Calls
+$299K
Net Calls Change
+$74K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$35.3M
2
PAM
Panagora Asset Management
Massachusetts
+$2.59M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.51M
4
TCM
Tanaka Capital Management
New York
+$644K
5
CS
Credit Suisse
Switzerland
+$459K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.98M
2
Morgan Stanley
Morgan Stanley
New York
-$1.21M
3
Millennium Management
Millennium Management
New York
-$1.06M
4
Citigroup
Citigroup
New York
-$874K
5
ERSOT
Employees Retirement System of Texas
Texas
-$861K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
76
Mosaic Family Wealth
Missouri
$17K -$2.55K -32 -13%
AWMS
77
Advocacy Wealth Management Services
Georgia
$17K – – –
Zurich Cantonal Bank
78
Zurich Cantonal Bank
Switzerland
$16K – – –
JP Morgan Chase
79
JP Morgan Chase
New York
$16K +$239 +3 +1%
CLOS
80
Compagnie Lombard Odier SCmA
Switzerland
$13K – – –
KKAMG
81
Kernodle & Katon Asset Management Group
Arkansas
$13K – – –
IA
82
IFP Advisors
Florida
$10K +$1.67K +21 +19%
MAM
83
Meeder Asset Management
Ohio
$9K +$3.27K +41 +62%
CTC
84
Central Trust Company
Missouri
$8K – – –
BCM
85
Blume Capital Management
California
$7K – – –
FWM
86
Focused Wealth Management
New York
$7K – – –
US Bancorp
87
US Bancorp
Minnesota
$7K – – –
SF
88
Synovus Financial
Georgia
$6K – – –
BCFS
89
Butensky & Cohen Financial Security
Florida
$5K – – –
CHP
90
Cable Hill Partners
Oregon
$5K – – –
PG
91
Patten Group
Tennessee
$5K +$5.34K +67 New
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$3.01K -$4.78K -60 -61%
BIG
93
Bellwether Investment Group
Tennessee
$3K – – –
BKA
94
Brick & Kyle Associates
Pennsylvania
$3K – – –
KF
95
Krilogy Financial
Missouri
$3K – – –
CFN
96
Cordasco Financial Network
Florida
$3K +$3.35K +42 New
Simplex Trading
97
Simplex Trading
Illinois
$2K -$13.7K -172 -86%
BTIS
98
BB&T Investment Services
North Carolina
$2K – – –
TCM
99
Tradewinds Capital Management
Washington
$2K – – –
TWA
100
TCI Wealth Advisors
Arizona
$1K -$5.98K -75 -90%
1 2 3
4
5

INO Hedge Fund Activity: Q1 2017 in Review

106 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q1 2017, worth a combined $133M — down 6.4% from $142M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of INO and 8 opened new positions — a net loss of 13 holders — while 33 trimmed existing stakes and 28 added.

The largest buyer was BlackRock, adding an estimated $35.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.98M sold.

  • 106 institutional investors held Inovio Pharmaceuticals (INO) as of Q1 2017, down from 125 in Q4 2016.
  • Funds reported $133M of Inovio Pharmaceuticals stock for Q1 2017, down 6.4% quarter-over-quarter.
  • 8 funds opened new Inovio Pharmaceuticals positions in Q1 2017 and 21 closed out, a net change of -13 holders.
  • The largest Inovio Pharmaceuticals buyer in Q1 2017 was BlackRock, an estimated $35.3M added.
  • The largest Inovio Pharmaceuticals seller in Q1 2017 was Susquehanna International Group, an estimated $1.98M sold.

Based on aggregated 13F filings for Q1 2017.