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Inovio Pharmaceuticals
INO

113 hedge funds and large institutions have $26.2M invested in Inovio Pharmaceuticals in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

979% more call options, than puts

Call options by funds: $313K | Put options by funds: $29K

21% more capital invested

Capital invested by funds: $21.6M → $26.2M (+$4.53M)

0.18% less ownership

Funds ownership: 1.73% → 1.55% (-0.18%)

9% less funds holding

Funds holding: 124 → 113 (-11)

28% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 32

40% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 25

Holders
113
Holders Change
-11
Holders Change %
-8.87%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
23
Reduced
32
Closed
25
Calls
$313K
Puts
$29K
Net Calls
+$284K
Net Calls Change
+$72K

Top Buyers

Rank Fund Capital Flow
1
GCP
GSA Capital Partners
United Kingdom
+$1.44M
2
Renaissance Technologies
Renaissance Technologies
New York
+$990K
3
Morgan Stanley
Morgan Stanley
New York
+$320K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$176K
5
Jane Street
Jane Street
New York
+$79.5K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$1.71M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.16M
3
BlackRock
BlackRock
New York
-$817K
4
GC
GMT Capital
Georgia
-$589K
5
Two Sigma Investments
Two Sigma Investments
New York
-$206K
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$3.06K -$2.14K -434 -46%
VNA
77
Valley National Advisers
Pennsylvania
$3K – – –
NFSG
78
Newbridge Financial Services Group
Florida
$2.04K -$247 -50 -13%
C
79
Covestor
United Kingdom
$2K -$79 -16 -5%
SAM
80
S.A. Mason
Michigan
$1.91K – – –
EWA
81
EverSource Wealth Advisors
Alabama
$1.18K +$434 +88 +85%
CSB
82
City State Bank
Iowa
$1K – – –
US Bancorp
83
US Bancorp
Minnesota
$893 -$331 -67 -31%
LA
84
LM Advisors
California
$609 +$494 +100 New
BCM
85
Blume Capital Management
California
$510 – – –
CPG
86
Cornerstone Planning Group
New Jersey
$459 – – –
PWMG
87
Provence Wealth Management Group
California
$459 – – –
IA
88
IFP Advisors
Florida
$383 – – –
National Bank of Canada
89
National Bank of Canada
Quebec, Canada
$371 – – –
AF
90
Advisornet Financial
Minnesota
$357 – – –
TWC
91
TD Waterhouse Canada
Ontario, Canada
$329 -$202 -41 -46%
PS
92
Principal Securities
Iowa
$313 +$252 +51 New
ASN
93
Advisory Services Network
Georgia
$204 +$163 +33 New
AF
94
Allworth Financial
California
$192 – – –
CPA
95
Clear Point Advisors
New York
$191 +$153 +31 New
GWMIA
96
Global Wealth Management Investment Advisory
Florida
$128 – – –
AWM
97
Able Wealth Management
New Jersey
$128 +$104 +21 New
AP
98
Atwood & Palmer
Missouri
$115 – – –
KFI
99
Key Financial Inc
Pennsylvania
$89 – – –
TIM
100
Thompson Investment Management
Wisconsin
$81 – – –
2 3
4
5 6

INO Hedge Fund Activity: Q4 2023 in Review

113 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2023, worth a combined $26.2M — up 21% from $21.6M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of INO and 15 opened new positions — a net loss of 10 holders — while 32 trimmed existing stakes and 23 added.

The largest buyer was GSA Capital Partners, adding an estimated $1.44M. The largest seller was Millennium Management, cutting an estimated $1.71M.

  • 113 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2023, down from 124 in Q3 2023.
  • Funds reported $26.2M of Inovio Pharmaceuticals stock for Q4 2023, up 21% quarter-over-quarter.
  • 15 funds opened new Inovio Pharmaceuticals positions in Q4 2023 and 25 closed out, a net change of -10 holders.
  • The largest Inovio Pharmaceuticals buyer in Q4 2023 was GSA Capital Partners, an estimated $1.44M added.
  • The largest Inovio Pharmaceuticals seller in Q4 2023 was Millennium Management, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2023.