Inovio Pharmaceuticals
94 hedge funds and large institutions have $161M invested in Inovio Pharmaceuticals in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 14 closing their positions.
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
17% more capital invested
Capital invested by funds: $137M → $161M (+$23.9M)
12% more funds holding
Funds holding: 84 → 94 (+10)
0.5% more ownership
Funds ownership: 1.93% → 2.43% (+0.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 28
27% less call options, than puts
Call options by funds: $2.14M | Put options by funds: $2.93M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$17.9M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$9.65M |
| 3 |
State Street
Boston,
Massachusetts
|
+$5.75M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$2.67M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.97M |
| 2 |
TA
Teachers Advisors
New York
|
-$2.74M |
| 3 |
ARTA
A.R.T. Advisors
New York
|
-$1.6M |
| 4 |
Goldman Sachs
New York
|
-$942K |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$838K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
M&T Bank
Buffalo,
New York
| – | -$104K | -880 | Closed |
|
102
Stifel Financial
St. Louis,
Missouri
| – | -$103K | -873 | Closed |
|
103
Invesco
Atlanta,
Georgia
| – | -$83K | -699 | Closed |
|
104
BNP Paribas Financial Markets
Paris,
France
| – | -$35.2K | -297 | Closed |
|
|
BJ
105
BlackRock Japan
Tokyo,
Japan
| – | -$18K | -149 | Closed |
|
|
PCM
106
Prelude Capital Management
New York
| – | -$5K | -42 | Closed |
|
|
TRCT
107
Tower Research Capital (TRC)
New York
| – | -$1K | -10 | Closed |
|
|
MFS
108
MSI Financial Services
Springfield,
Massachusetts
| – | +$489 | +4 | New |
|
INO Hedge Fund Activity: Q4 2014 in Review
94 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2014, worth a combined $161M — up 17% from $137M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new INO positions and 14 closed out — a net gain of 11 holders — while 24 added to existing stakes and 28 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $17.9M. The largest seller was Morgan Stanley, cutting an estimated $2.97M.
- 94 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2014, up from 84 in Q3 2014.
- Funds reported $161M of Inovio Pharmaceuticals stock for Q4 2014, up 17% quarter-over-quarter.
- 25 funds opened new Inovio Pharmaceuticals positions in Q4 2014 and 14 closed out, a net change of +11 holders.
- The largest Inovio Pharmaceuticals buyer in Q4 2014 was Wasatch Advisors, an estimated $17.9M added.
- The largest Inovio Pharmaceuticals seller in Q4 2014 was Morgan Stanley, an estimated $2.97M sold.
Based on aggregated 13F filings for Q4 2014.