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Inovio Pharmaceuticals

106 hedge funds and large institutions have $160M invested in Inovio Pharmaceuticals in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more capital invested

Capital invested by funds: $95.2M → $160M (+$64.7M)

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

21% more call options, than puts

Call options by funds: $481K | Put options by funds: $398K

0.13% more ownership

Funds ownership: 3.9%4.04% (+0.13%)

10% less funds holding

Funds holding: 118106 (-12)

48% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 25

Holders
106
Holders Change
-12
Holders Change %
-10.17%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
36
Reduced
26
Closed
25
Calls
$481K
Puts
$398K
Net Calls
+$83K
Net Calls Change
+$136K
Name Holding Trade Value Shares
Change
Change in
Stake
GSBTD
76
Glenview State Bank Trust Department
Illinois
$33K
VNA
77
Valley National Advisers
Pennsylvania
$33K
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$31K
SAM
79
S.A. Mason
Michigan
$26K +$19.4K +646 New
AIP
80
Ameritas Investment Partners
Nebraska
$23K
LTFS
81
Ladenburg Thalmann Financial Services
Florida
$23K +$482 +16 +3%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$19K +$512 +17 +4%
TJHA
83
Thomas J. Herzfeld Advisors
Florida
$17K
SPIA
84
Steward Partners Investment Advisory
New York
$15K
PAI
85
Pittenger & Anderson Inc
Nebraska
$10K
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.73K
EARNEST Partners
87
EARNEST Partners
Georgia
$9K
AG
88
Advisor Group
Arizona
$8K
JPLA
89
Joseph P. Lucia & Associates
New York
$7K -$60 -2 -1%
BCM
90
Blume Capital Management
California
$3K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$3K
CFN
92
Cordasco Financial Network
Florida
$3K
FGAM
93
Financial Gravity Asset Management
Texas
$3K
US Bancorp
94
US Bancorp
Minnesota
$3K
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$3K +$963 +32 +76%
TFA
96
Tobias Financial Advisors
Florida
$3K +$2.5K +83 New
Daiwa Securities Group
97
Daiwa Securities Group
Japan
$2K
RE
98
RBC Europe
United Kingdom
$1.15K -$12.6K -417 -93%
AP
99
Atwood & Palmer
Missouri
$1K
RIA
100
Realta Investment Advisors
Delaware
$1K

INO Hedge Fund Activity: Q4 2019 in Review

106 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2019, worth a combined $160M — up 68% from $95.2M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of INO and 13 opened new positions — a net loss of 12 holders — while 26 trimmed existing stakes and 36 added.

The largest buyer was Morgan Stanley, adding an estimated $3.14M. The largest seller was JP Morgan Chase, cutting an estimated $706K.

  • 106 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2019, down from 118 in Q3 2019.
  • Funds reported $160M of Inovio Pharmaceuticals stock for Q4 2019, up 68% quarter-over-quarter.
  • 13 funds opened new Inovio Pharmaceuticals positions in Q4 2019 and 25 closed out, a net change of -12 holders.
  • The largest Inovio Pharmaceuticals buyer in Q4 2019 was Morgan Stanley, an estimated $3.14M added.
  • The largest Inovio Pharmaceuticals seller in Q4 2019 was JP Morgan Chase, an estimated $706K sold.

Based on aggregated 13F filings for Q4 2019.