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Inovio Pharmaceuticals

118 hedge funds and large institutions have $95.2M invested in Inovio Pharmaceuticals in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

0.01% more ownership

Funds ownership: 3.89%3.9% (+0.01%)

6% less funds holding

Funds holding: 126118 (-8)

29% less capital invested

Capital invested by funds: $135M → $95.2M (-$39.3M)

43% less call options, than puts

Call options by funds: $71K | Put options by funds: $124K

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
2.59%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
36
Reduced
31
Closed
16
Calls
$71K
Puts
$124K
Net Calls
-$53K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
76
Bay Colony Advisors
Massachusetts
$28K
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$27K +$517 +17 +2%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$27K +$14K +460 +73%
Simplex Trading
79
Simplex Trading
Illinois
$25K +$22K +724 +234%
Capstone Investment Advisors
80
Capstone Investment Advisors
New York
$23K
GWM
81
Greenwich Wealth Management
Connecticut
$22K +$27.1K +892 New
GSBTD
82
Glenview State Bank Trust Department
Illinois
$21K
VNA
83
Valley National Advisers
Pennsylvania
$21K +$25.5K +838 New
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$19K
QT
85
Quantamental Technologies
New York
$18K
MLICM
86
Metropolitan Life Insurance Company (MetLife)
New York
$15.4K -$55.2K -1,815 -74%
AIP
87
Ameritas Investment Partners
Nebraska
$14K
LTFS
88
Ladenburg Thalmann Financial Services
Florida
$14K
Group One Trading
89
Group One Trading
Illinois
$12K -$38.5K -1,266 -72%
Zurich Cantonal Bank
90
Zurich Cantonal Bank
Switzerland
$12K
RE
91
RBC Europe
United Kingdom
$11K -$31.6K -1,039 -70%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$10K
TJHA
93
Thomas J. Herzfeld Advisors
Florida
$10K
SPIA
94
Steward Partners Investment Advisory
New York
$9K
TRCT
95
Tower Research Capital (TRC)
New York
$8K +$4.89K +161 +98%
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.05K
AF
97
Advisornet Financial
Minnesota
$6K -$91 -3 -1%
EARNEST Partners
98
EARNEST Partners
Georgia
$6K
PAI
99
Pittenger & Anderson Inc
Nebraska
$6K
AG
100
Advisor Group
Arizona
$6K +$2.16K +71 +51%

INO Hedge Fund Activity: Q3 2019 in Review

118 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q3 2019, worth a combined $95.2M — down 29% from $135M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of INO and 8 opened new positions — a net loss of 8 holders — while 31 trimmed existing stakes and 36 added.

The largest buyer was Nikko Asset Management Americas, adding an estimated $690K. The largest seller was ING Group, exiting entirely with an estimated $429K sold.

  • 118 institutional investors held Inovio Pharmaceuticals (INO) as of Q3 2019, down from 126 in Q2 2019.
  • Funds reported $95.2M of Inovio Pharmaceuticals stock for Q3 2019, down 29% quarter-over-quarter.
  • 8 funds opened new Inovio Pharmaceuticals positions in Q3 2019 and 16 closed out, a net change of -8 holders.
  • The largest Inovio Pharmaceuticals buyer in Q3 2019 was Nikko Asset Management Americas, an estimated $690K added.
  • The largest Inovio Pharmaceuticals seller in Q3 2019 was ING Group, an estimated $429K sold.

Based on aggregated 13F filings for Q3 2019.