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Inovio Pharmaceuticals

126 hedge funds and large institutions have $142M invested in Inovio Pharmaceuticals in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $118M → $142M (+$23.5M)

8% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 37

0.13% more ownership

Funds ownership: 2.64%2.77% (+0.13%)

5% less funds holding

Funds holding: 133126 (-7)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

21% less call options, than puts

Call options by funds: $479K | Put options by funds: $603K

Holders
126
Holders Change
-7
Holders Change %
-5.26%
% of All Funds
2.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
40
Reduced
37
Closed
18
Calls
$479K
Puts
$603K
Net Calls
-$124K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
76
Cubist Systematic Strategies
Connecticut
$96K +$91.7K +1,695 New
Teacher Retirement System of Texas
77
Teacher Retirement System of Texas
Texas
$89K -$45.3K -837 -35%
BBA
78
BLB&B Advisors
Pennsylvania
$87K
Invesco
79
Invesco
Georgia
$87K +$9.09K +168 +12%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$84.2K +$1.57K +29 +2%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$80K -$5.41K -100 -7%
Jane Street
82
Jane Street
New York
$74K +$4.38K +81 +7%
Creative Planning
83
Creative Planning
Kansas
$73K +$24.4K +450 +54%
IWM
84
IHT Wealth Management
Illinois
$72K +$487 +9 +0.7%
USAA
85
United Services Automobile Association
Texas
$71K +$68K +1,257 New
Legal & General Group
86
Legal & General Group
United Kingdom
$70K -$27.5K -508 -29%
TRCT
87
Tower Research Capital (TRC)
New York
$65K +$56.2K +1,038 +919%
FFBTD
88
First Financial Bank - Trust Division
Ohio
$63K
AG
89
Advisor Group
Arizona
$62K -$19.8K -365 -25%
AG
90
Aperio Group
California
$62K +$58.9K +1,088 New
T. Rowe Price Associates
91
T. Rowe Price Associates
Maryland
$61K +$12K +222 +26%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$56K +$3.14K +58 +6%
AB
93
Amalgamated Bank
New York
$52K -$758 -14 -2%
AAMU
94
Amundi Asset Management US
Massachusetts
$52K +$5.9K +109 +13%
GSBTD
95
Glenview State Bank Trust Department
Illinois
$47K
AIP
96
Ameritas Investment Partners
Nebraska
$33K
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$28K +$7.36K +136 +37%
Canada Life
98
Canada Life
Manitoba, Canada
$27K
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$24K
TJHA
100
Thomas J. Herzfeld Advisors
Florida
$24K

INO Hedge Fund Activity: Q1 2018 in Review

126 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q1 2018, worth a combined $142M — up 20% from $118M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of INO and 15 opened new positions — a net loss of 3 holders — while 37 trimmed existing stakes and 40 added.

The largest buyer was Guggenheim Capital, opening a new position worth an estimated $2.28M. The largest seller was Citadel Advisors, cutting an estimated $1.15M.

  • 126 institutional investors held Inovio Pharmaceuticals (INO) as of Q1 2018, down from 133 in Q4 2017.
  • Funds reported $142M of Inovio Pharmaceuticals stock for Q1 2018, up 20% quarter-over-quarter.
  • 15 funds opened new Inovio Pharmaceuticals positions in Q1 2018 and 18 closed out, a net change of -3 holders.
  • The largest Inovio Pharmaceuticals buyer in Q1 2018 was Guggenheim Capital, an estimated $2.28M added.
  • The largest Inovio Pharmaceuticals seller in Q1 2018 was Citadel Advisors, an estimated $1.15M sold.

Based on aggregated 13F filings for Q1 2018.