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Inovio Pharmaceuticals

126 hedge funds and large institutions have $135M invested in Inovio Pharmaceuticals in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less ownership

Funds ownership: 3.89%3.89% (-0%)

1% less funds holding

Funds holding: 127126 (-1)

6% less call options, than puts

Call options by funds: $299K | Put options by funds: $318K

21% less capital invested

Capital invested by funds: $171M → $135M (-$36.2M)

Holders
126
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
37
Reduced
27
Closed
19
Calls
$299K
Puts
$318K
Net Calls
-$19K
Net Calls Change
+$97K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
76
Raymond James & Associates
Florida
$46K
UTC
77
Unified Trust Company
Kentucky
$46K +$6.63K +167 +15%
USAA
78
United Services Automobile Association
Texas
$44K
Ameriprise
79
Ameriprise
Minnesota
$43K
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$40K
BCA
81
Bay Colony Advisors
Massachusetts
$40K +$44.7K +1,125 New
Canada Life
82
Canada Life
Manitoba, Canada
$39K +$25.1K +631 +130%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$38K
Capstone Investment Advisors
84
Capstone Investment Advisors
New York
$32K +$36.4K +917 New
GSBTD
85
Glenview State Bank Trust Department
Illinois
$29K
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$28.3K -$28.4K -716 -47%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$27K
QT
88
Quantamental Technologies
New York
$26K
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$22K +$12K +301 +90%
LTFS
90
Ladenburg Thalmann Financial Services
Florida
$21K
AIP
91
Ameritas Investment Partners
Nebraska
$20K
AG
92
Aperio Group
California
$17K -$28.6K -720 -60%
Zurich Cantonal Bank
93
Zurich Cantonal Bank
Switzerland
$17K
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$16K
TJHA
95
Thomas J. Herzfeld Advisors
Florida
$15K
SPIA
96
Steward Partners Investment Advisory
New York
$13K +$15.4K +388 New
Federated Hermes
97
Federated Hermes
Pennsylvania
$12K
PHK
98
Point72 Hong Kong
Hong Kong
$12K +$13.9K +349 New
W
99
WealthStone
Ohio
$11K +$12.4K +313 New
Simplex Trading
100
Simplex Trading
Illinois
$10K -$1.59K -40 -11%

INO Hedge Fund Activity: Q2 2019 in Review

126 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q2 2019, worth a combined $135M — down 21% from $171M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new INO positions and 19 closed out — a net gain of 2 holders — while 37 added to existing stakes and 27 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $5.61M. The largest seller was State Street, cutting an estimated $8.11M.

  • 126 institutional investors held Inovio Pharmaceuticals (INO) as of Q2 2019, down from 127 in Q1 2019.
  • Funds reported $135M of Inovio Pharmaceuticals stock for Q2 2019, down 21% quarter-over-quarter.
  • 21 funds opened new Inovio Pharmaceuticals positions in Q2 2019 and 19 closed out, a net change of +2 holders.
  • The largest Inovio Pharmaceuticals buyer in Q2 2019 was Sumitomo Mitsui Trust Group, an estimated $5.61M added.
  • The largest Inovio Pharmaceuticals seller in Q2 2019 was State Street, an estimated $8.11M sold.

Based on aggregated 13F filings for Q2 2019.