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Inovio Pharmaceuticals
INO

125 hedge funds and large institutions have $184M invested in Inovio Pharmaceuticals in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 17

90% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $1.2M

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

6% more funds holding

Funds holding: 118 → 125 (+7)

5% more capital invested

Capital invested by funds: $176M → $184M (+$8.52M)

0.18% more ownership

Funds ownership: 2.5% → 2.69% (+0.18%)

Holders
125
Holders Change
+7
Holders Change %
+5.93%
% of All Funds
3.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
55
Reduced
17
Closed
14
Calls
$2.27M
Puts
$1.2M
Net Calls
+$1.07M
Net Calls Change
+$30K

Top Buyers

1
State Street
State Street
Massachusetts
+$9.86M
2
BlackRock
BlackRock
New York
+$7.55M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.67M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.43M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.27M

Top Sellers

1
CS
Candriam SCA
Luxembourg
-$744K
2
TCM
Tanaka Capital Management
New York
-$688K
3
ARTA
A.R.T. Advisors
New York
-$618K
4
Goldman Sachs
Goldman Sachs
New York
-$582K
5
PAM
Panagora Asset Management
Massachusetts
-$326K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAI
101
Pittenger & Anderson Inc
Nebraska
$19K – – –
FDCDDQ
102
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.7K – – –
PCM
103
Prelude Capital Management
New York
$18K +$4.39K +59 +32%
IA
104
IFP Advisors
Florida
$17K +$9.6K +129 +134%
MFW
105
Mosaic Family Wealth
Missouri
$16K – – –
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$15K – – –
Federated Hermes
107
Federated Hermes
Pennsylvania
$12K +$11.7K +157 New
CHP
108
Cable Hill Partners
Oregon
$8K -$3.13K -42 -29%
CTC
109
Central Trust Company
Missouri
$8K – – –
Simplex Trading
110
Simplex Trading
Illinois
$8K +$7.52K +101 +594%
BCM
111
Blume Capital Management
California
$6K – – –
US Bancorp
112
US Bancorp
Minnesota
$6K – – –
PG
113
Patten Group
Tennessee
$5K – – –
MAM
114
Meeder Asset Management
Ohio
$4K -$3.65K -49 -46%
CFN
115
Cordasco Financial Network
Florida
$3K – – –
KF
116
Krilogy Financial
Missouri
$3K – – –
HFM
117
Hartford Financial Management
Connecticut
$3K +$1.71K +23 +92%
AWMS
118
Advocacy Wealth Management Services
Georgia
$2K -$13.9K -187 -90%
BTIS
119
BB&T Investment Services
North Carolina
$2K – – –
TCM
120
Tradewinds Capital Management
Washington
$2K – – –
ASN
121
Advisory Services Network
Georgia
$1K – – –
GWM
122
Geneos Wealth Management
Colorado
$1K – – –
RAM
123
Riggs Asset Management
Pennsylvania
$1K – – –
TCM
124
Tanaka Capital Management
New York
– -$688K -7,318 Closed
PCA
125
Private Capital Advisors
Connecticut
– -$274K -2,917 Closed
2 3 4
5
6

INO Hedge Fund Activity: Q3 2017 in Review

125 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q3 2017, worth a combined $184M — up 4.8% from $176M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new INO positions and 14 closed out — a net gain of 8 holders — while 55 added to existing stakes and 17 trimmed.

The largest buyer was State Street, adding an estimated $9.86M. The largest seller was Candriam SCA, cutting an estimated $744K.

  • 125 institutional investors held Inovio Pharmaceuticals (INO) as of Q3 2017, up from 118 in Q2 2017.
  • Funds reported $184M of Inovio Pharmaceuticals stock for Q3 2017, up 4.8% quarter-over-quarter.
  • 22 funds opened new Inovio Pharmaceuticals positions in Q3 2017 and 14 closed out, a net change of +8 holders.
  • The largest Inovio Pharmaceuticals buyer in Q3 2017 was State Street, an estimated $9.86M added.
  • The largest Inovio Pharmaceuticals seller in Q3 2017 was Candriam SCA, an estimated $744K sold.

Based on aggregated 13F filings for Q3 2017.