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Inovio Pharmaceuticals

131 hedge funds and large institutions have $194M invested in Inovio Pharmaceuticals in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

31% more call options, than puts

Call options by funds: $6.05M | Put options by funds: $4.61M

15% more capital invested

Capital invested by funds: $168M → $194M (+$25.9M)

14% more funds holding

Funds holding: 115131 (+16)

0.14% more ownership

Funds ownership: 2.76%2.9% (+0.14%)

26% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 46

Holders
131
Holders Change
+16
Holders Change %
+13.91%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
34
Reduced
46
Closed
6
Calls
$6.05M
Puts
$4.61M
Net Calls
+$1.43M
Net Calls Change
+$128K
Name Holding Trade Value Shares
Change
Change in
Stake
MFW
101
Mosaic Family Wealth
Missouri
$27K
EARNEST Partners
102
EARNEST Partners
Georgia
$25K
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$23.8K +$26.1K +215 New
AWMS
104
Advocacy Wealth Management Services
Georgia
$23K +$12.6K +104 +100%
CLOS
105
Compagnie Lombard Odier SCmA
Switzerland
$18K -$24.3K -200 -54%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$16K
AA
107
Apriem Advisors
California
$13K +$14.2K +117 New
AG
108
Advisor Group
Arizona
$13K +$15.4K +127 New
CTC
109
Central Trust Company
Missouri
$12K
TRCT
110
Tower Research Capital (TRC)
New York
$12K +$11.2K +92 +613%
TWA
111
TCI Wealth Advisors
Arizona
$11K -$4.01K -33 -25%
KKAMG
112
Kernodle & Katon Asset Management Group
Arkansas
$11K
IWMPD
113
Integrated Wealth Management (Palm Desert)
California
$10K +$11.2K +92 New
ADL
114
Asset Dedication LLC
California
$9K
SF
115
Synovus Financial
Georgia
$9K
FWM
116
Focused Wealth Management
New York
$9K +$10.1K +83 New
US Bancorp
117
US Bancorp
Minnesota
$9K +$10.1K +83 New
CHP
118
Cable Hill Partners
Oregon
$8K
IA
119
IFP Advisors
Florida
$8K +$1.22K +10 +15%
TDC
120
Thompson Davis & Co
Virginia
$6K -$105K -865 -94%
BKA
121
Brick & Kyle Associates
Pennsylvania
$5K
KF
122
Krilogy Financial
Missouri
$5K
BIG
123
Bellwether Investment Group
Tennessee
$4K +$4.25K +35 New
GWM
124
Geneos Wealth Management
Colorado
$3K -$5.1K -42 -61%
TCM
125
Tradewinds Capital Management
Washington
$3K

INO Hedge Fund Activity: Q2 2016 in Review

131 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q2 2016, worth a combined $194M — up 15% from $168M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new INO positions and 6 closed out — a net gain of 18 holders — while 34 added to existing stakes and 46 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $6.78M. The largest seller was Stoneridge Investment Partners, cutting an estimated $2.19M.

  • 131 institutional investors held Inovio Pharmaceuticals (INO) as of Q2 2016, up from 115 in Q1 2016.
  • Funds reported $194M of Inovio Pharmaceuticals stock for Q2 2016, up 15% quarter-over-quarter.
  • 24 funds opened new Inovio Pharmaceuticals positions in Q2 2016 and 6 closed out, a net change of +18 holders.
  • The largest Inovio Pharmaceuticals buyer in Q2 2016 was Invesco, an estimated $6.78M added.
  • The largest Inovio Pharmaceuticals seller in Q2 2016 was Stoneridge Investment Partners, an estimated $2.19M sold.

Based on aggregated 13F filings for Q2 2016.