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Inovio Pharmaceuticals

126 hedge funds and large institutions have $142M invested in Inovio Pharmaceuticals in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $118M → $142M (+$23.5M)

8% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 37

0.13% more ownership

Funds ownership: 2.64%2.77% (+0.13%)

5% less funds holding

Funds holding: 133126 (-7)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

21% less call options, than puts

Call options by funds: $479K | Put options by funds: $603K

Holders
126
Holders Change
-7
Holders Change %
-5.26%
% of All Funds
2.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
40
Reduced
37
Closed
18
Calls
$479K
Puts
$603K
Net Calls
-$124K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$18K
PAI
102
Pittenger & Anderson Inc
Nebraska
$14K
TWA
103
TCI Wealth Advisors
Arizona
$14K +$4.49K +83 +50%
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.9K
Simplex Trading
105
Simplex Trading
Illinois
$13K -$1.57K -29 -11%
EARNEST Partners
106
EARNEST Partners
Georgia
$13K
MFW
107
Mosaic Family Wealth
Missouri
$12K
IA
108
IFP Advisors
Florida
$11K
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$11K
AF
110
Advisornet Financial
Minnesota
$6K +$5.52K +102 +10,200%
CHP
111
Cable Hill Partners
Oregon
$5K
US Bancorp
112
US Bancorp
Minnesota
$5K
BCM
113
Blume Capital Management
California
$4K
CFN
114
Cordasco Financial Network
Florida
$2K
KF
115
Krilogy Financial
Missouri
$2K
TCM
116
Tradewinds Capital Management
Washington
$2K
Daiwa Securities Group
117
Daiwa Securities Group
Japan
$2K +$2.27K +42 New
MAM
118
Meeder Asset Management
Ohio
$1K -$1.68K -31 -69%
CG
119
Cutler Group
California
$1K -$433 -8 -24%
GWM
120
Geneos Wealth Management
Colorado
$1K
RAM
121
Riggs Asset Management
Pennsylvania
$1K
PCG
122
Private Capital Group
Connecticut
$1K +$1.08K +20 New
PHK
123
Point72 Hong Kong
Hong Kong
$1K +$1.14K +21 New
PA
124
Parallel Advisors
California
$1K +$1.41K +26 New
BG
125
Bellevue Group
Switzerland
-$579K -11,675 Closed

INO Hedge Fund Activity: Q1 2018 in Review

126 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q1 2018, worth a combined $142M — up 20% from $118M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of INO and 15 opened new positions — a net loss of 3 holders — while 37 trimmed existing stakes and 40 added.

The largest buyer was Guggenheim Capital, opening a new position worth an estimated $2.28M. The largest seller was Citadel Advisors, cutting an estimated $1.15M.

  • 126 institutional investors held Inovio Pharmaceuticals (INO) as of Q1 2018, down from 133 in Q4 2017.
  • Funds reported $142M of Inovio Pharmaceuticals stock for Q1 2018, up 20% quarter-over-quarter.
  • 15 funds opened new Inovio Pharmaceuticals positions in Q1 2018 and 18 closed out, a net change of -3 holders.
  • The largest Inovio Pharmaceuticals buyer in Q1 2018 was Guggenheim Capital, an estimated $2.28M added.
  • The largest Inovio Pharmaceuticals seller in Q1 2018 was Citadel Advisors, an estimated $1.15M sold.

Based on aggregated 13F filings for Q1 2018.