We are live on ! Find out more
INO icon

Inovio Pharmaceuticals

130 hedge funds and large institutions have $182M invested in Inovio Pharmaceuticals in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $626K

62% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 29

60% more capital invested

Capital invested by funds: $113M → $182M (+$68.4M)

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

3% more funds holding

Funds holding: 126130 (+4)

0.33% more ownership

Funds ownership: 2.65%2.98% (+0.33%)

Holders
130
Holders Change
+4
Holders Change %
+3.17%
% of All Funds
2.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
47
Reduced
29
Closed
15
Calls
$1.16M
Puts
$626K
Net Calls
+$532K
Net Calls Change
+$693K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$25K +$9.19K +165 +76%
PI
102
PEAK6 Investments
Illinois
$24K +$20K +359 New
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$17K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$17K
PAI
105
Pittenger & Anderson Inc
Nebraska
$17K
TWA
106
TCI Wealth Advisors
Arizona
$17K
IA
107
IFP Advisors
Florida
$17K +$1.06K +19 +8%
AF
108
Advisornet Financial
Minnesota
$17K +$8.13K +146 +142%
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.4K
EARNEST Partners
110
EARNEST Partners
Georgia
$15K
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$13K
MAM
112
Meeder Asset Management
Ohio
$13K +$8.8K +158 +405%
MFW
113
Mosaic Family Wealth
Missouri
$12K
AG
114
Advisor Group
Arizona
$9K -$54.5K -978 -89%
Federated Hermes
115
Federated Hermes
Pennsylvania
$9K +$7.46K +134 New
BCM
116
Blume Capital Management
California
$6K
US Bancorp
117
US Bancorp
Minnesota
$6K
WSTAM
118
Wilbanks Smith & Thomas Asset Management
Virginia
$6K +$5.23K +94 New
CFN
119
Cordasco Financial Network
Florida
$3K
Daiwa Securities Group
120
Daiwa Securities Group
Japan
$3K
KF
121
Krilogy Financial
Missouri
$3K +$2.34K +42 New
PA
122
Parallel Advisors
California
$2K
TCM
123
Tradewinds Capital Management
Washington
$2K
GWM
124
Geneos Wealth Management
Colorado
$1K
PCG
125
Private Capital Group
Connecticut
$1K

INO Hedge Fund Activity: Q3 2018 in Review

130 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q3 2018, worth a combined $182M — up 60% from $113M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new INO positions and 15 closed out — a net gain of 4 holders — while 47 added to existing stakes and 29 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $9.42M. The largest seller was State Street, cutting an estimated $3.89M.

  • 130 institutional investors held Inovio Pharmaceuticals (INO) as of Q3 2018, up from 126 in Q2 2018.
  • Funds reported $182M of Inovio Pharmaceuticals stock for Q3 2018, up 60% quarter-over-quarter.
  • 19 funds opened new Inovio Pharmaceuticals positions in Q3 2018 and 15 closed out, a net change of +4 holders.
  • The largest Inovio Pharmaceuticals buyer in Q3 2018 was Wasatch Advisors, an estimated $9.42M added.
  • The largest Inovio Pharmaceuticals seller in Q3 2018 was State Street, an estimated $3.89M sold.

Based on aggregated 13F filings for Q3 2018.