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Inovio Pharmaceuticals
INO

125 hedge funds and large institutions have $184M invested in Inovio Pharmaceuticals in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 17

90% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $1.2M

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

6% more funds holding

Funds holding: 118 → 125 (+7)

5% more capital invested

Capital invested by funds: $176M → $184M (+$8.52M)

0.18% more ownership

Funds ownership: 2.5% → 2.69% (+0.18%)

Holders
125
Holders Change
+7
Holders Change %
+5.93%
% of All Funds
3.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
55
Reduced
17
Closed
14
Calls
$2.27M
Puts
$1.2M
Net Calls
+$1.07M
Net Calls Change
+$30K

Top Buyers

1
State Street
State Street
Massachusetts
+$9.86M
2
BlackRock
BlackRock
New York
+$7.55M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.67M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.43M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.27M

Top Sellers

1
CS
Candriam SCA
Luxembourg
-$744K
2
TCM
Tanaka Capital Management
New York
-$688K
3
ARTA
A.R.T. Advisors
New York
-$618K
4
Goldman Sachs
Goldman Sachs
New York
-$582K
5
PAM
Panagora Asset Management
Massachusetts
-$326K
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
76
SG Americas Securities
New York
$103K +$35.3K +475 +54%
Invesco
77
Invesco
Georgia
$101K +$6.33K +85 +7%
VRS
78
Virginia Retirement Systems
Virginia
$101K +$99.2K +1,333 New
BBA
79
BLB&B Advisors
Pennsylvania
$97K +$95K +1,277 New
TJHA
80
Thomas J. Herzfeld Advisors
Florida
$95K – – –
Nisa Investment Advisors
81
Nisa Investment Advisors
Missouri
$93K +$90.6K +1,217 New
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$90K +$595 +8 +0.7%
FFBTD
83
First Financial Bank - Trust Division
Ohio
$84K – – –
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$83K +$56.2K +755 +225%
AG
85
Advisor Group
Arizona
$82K +$8.26K +111 +11%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$72K +$70.2K +943 New
Principal Financial Group
87
Principal Financial Group
Iowa
$66K -$12.1K -163 -16%
AB
88
Amalgamated Bank
New York
$66K +$64.6K +868 New
T. Rowe Price Associates
89
T. Rowe Price Associates
Maryland
$65K – – –
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$63K -$446 -6 -0.7%
GSBTD
91
Glenview State Bank Trust Department
Illinois
$63K +$62K +833 New
TRCT
92
Tower Research Capital (TRC)
New York
$49K +$48.3K +649 New
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$44.3K -$3.27K -44 -7%
Canada Life
94
Canada Life
Manitoba, Canada
$37K – – –
AIP
95
Ameritas Investment Partners
Nebraska
$32K – – –
CG
96
Cutler Group
California
$29K -$9.67K -130 -25%
GRP
97
Global Retirement Partners
California
$25K -$19.6K -263 -45%
IWM
98
IHT Wealth Management
Illinois
$23K – – –
SPIA
99
Steward Partners Investment Advisory
New York
$23K – – –
JP Morgan Chase
100
JP Morgan Chase
New York
$21K +$2.53K +34 +14%
2 3
4
5 6

INO Hedge Fund Activity: Q3 2017 in Review

125 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q3 2017, worth a combined $184M — up 4.8% from $176M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new INO positions and 14 closed out — a net gain of 8 holders — while 55 added to existing stakes and 17 trimmed.

The largest buyer was State Street, adding an estimated $9.86M. The largest seller was Candriam SCA, cutting an estimated $744K.

  • 125 institutional investors held Inovio Pharmaceuticals (INO) as of Q3 2017, up from 118 in Q2 2017.
  • Funds reported $184M of Inovio Pharmaceuticals stock for Q3 2017, up 4.8% quarter-over-quarter.
  • 22 funds opened new Inovio Pharmaceuticals positions in Q3 2017 and 14 closed out, a net change of +8 holders.
  • The largest Inovio Pharmaceuticals buyer in Q3 2017 was State Street, an estimated $9.86M added.
  • The largest Inovio Pharmaceuticals seller in Q3 2017 was Candriam SCA, an estimated $744K sold.

Based on aggregated 13F filings for Q3 2017.