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Inovio Pharmaceuticals

118 hedge funds and large institutions have $95.2M invested in Inovio Pharmaceuticals in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

0.01% more ownership

Funds ownership: 3.89%3.9% (+0.01%)

6% less funds holding

Funds holding: 126118 (-8)

29% less capital invested

Capital invested by funds: $135M → $95.2M (-$39.3M)

43% less call options, than puts

Call options by funds: $71K | Put options by funds: $124K

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
2.59%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
36
Reduced
31
Closed
16
Calls
$71K
Puts
$124K
Net Calls
-$53K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
101
Joseph P. Lucia & Associates
New York
$4K
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$3K
Federated Hermes
103
Federated Hermes
Pennsylvania
$2K -$8.57K -282 -81%
BCM
104
Blume Capital Management
California
$2K
CFN
105
Cordasco Financial Network
Florida
$2K
PFGIA
106
Patriot Financial Group Insurance Agency
Massachusetts
$2K
US Bancorp
107
US Bancorp
Minnesota
$2K
IA
108
IFP Advisors
Florida
$2K +$3.5K +115 New
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$1K -$69.7K -2,291 -98%
Daiwa Securities Group
110
Daiwa Securities Group
Japan
$1K
RIA
111
Realta Investment Advisors
Delaware
$1K
TCM
112
Tradewinds Capital Management
Washington
$1K
IG
113
ING Group
Netherlands
-$429K -12,156 Closed
MIM
114
MetLife Investment Management
New Jersey
-$107K -3,025 Closed
Squarepoint
115
Squarepoint
New York
-$101K -2,865 Closed
Citadel Advisors
116
Citadel Advisors
Florida
-$100K -2,838 Closed
CSS
117
Cubist Systematic Strategies
Connecticut
-$96K -2,734 Closed
USAA
118
United Services Automobile Association
Texas
-$44K -1,257 Closed
Canada Life
119
Canada Life
Manitoba, Canada
-$39K -1,115 Closed
AG
120
Aperio Group
California
-$17K -486 Closed
PHK
121
Point72 Hong Kong
Hong Kong
-$12K -349 Closed
W
122
WealthStone
Ohio
-$11K -313 Closed
PCM
123
Prelude Capital Management
New York
-$10K -288 Closed
MS
124
Mizuho Securities
Japan
-$4K -125 Closed
PCP
125
Proficio Capital Partners
Massachusetts
-$4K -106 Closed

INO Hedge Fund Activity: Q3 2019 in Review

118 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q3 2019, worth a combined $95.2M — down 29% from $135M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of INO and 8 opened new positions — a net loss of 8 holders — while 31 trimmed existing stakes and 36 added.

The largest buyer was Nikko Asset Management Americas, adding an estimated $690K. The largest seller was ING Group, exiting entirely with an estimated $429K sold.

  • 118 institutional investors held Inovio Pharmaceuticals (INO) as of Q3 2019, down from 126 in Q2 2019.
  • Funds reported $95.2M of Inovio Pharmaceuticals stock for Q3 2019, down 29% quarter-over-quarter.
  • 8 funds opened new Inovio Pharmaceuticals positions in Q3 2019 and 16 closed out, a net change of -8 holders.
  • The largest Inovio Pharmaceuticals buyer in Q3 2019 was Nikko Asset Management Americas, an estimated $690K added.
  • The largest Inovio Pharmaceuticals seller in Q3 2019 was ING Group, an estimated $429K sold.

Based on aggregated 13F filings for Q3 2019.