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Inovio Pharmaceuticals

106 hedge funds and large institutions have $160M invested in Inovio Pharmaceuticals in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more capital invested

Capital invested by funds: $95.2M → $160M (+$64.7M)

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

21% more call options, than puts

Call options by funds: $481K | Put options by funds: $398K

0.13% more ownership

Funds ownership: 3.9%4.04% (+0.13%)

10% less funds holding

Funds holding: 118106 (-12)

48% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 25

Holders
106
Holders Change
-12
Holders Change %
-10.17%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
36
Reduced
26
Closed
25
Calls
$481K
Puts
$398K
Net Calls
+$83K
Net Calls Change
+$136K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
101
Tradewinds Capital Management
Washington
$1K
GWM
102
Geneos Wealth Management
Colorado
$1K +$752 +25 New
RTS
103
Round Table Services
New Jersey
-$696K -28,283 Closed
Swiss National Bank
104
Swiss National Bank
Switzerland
-$358K -14,567 Closed
DC
105
Davenport & Co
Virginia
-$301K -8,529 Closed
UBS AM
106
UBS AM
Illinois
-$168K -6,820 Closed
PAM
107
Panagora Asset Management
Massachusetts
-$117K -4,752 Closed
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
-$105K -3,478 Closed
Mitsubishi UFJ Asset Management
109
Mitsubishi UFJ Asset Management
Japan
-$83K -3,373 Closed
ZIM
110
Zacks Investment Management
Illinois
-$71K -2,866 Closed
DekaBank Deutsche Girozentrale
111
DekaBank Deutsche Girozentrale
Germany
-$63K -2,492 Closed
Jane Street
112
Jane Street
New York
-$61K -2,483 Closed
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
-$53K -2,167 Closed
EA
114
Emerald Advisers
Pennsylvania
-$45K -1,829 Closed
WS
115
Wedbush Securities
California
-$34K -1,375 Closed
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
-$27K -1,083 Closed
Capstone Investment Advisors
117
Capstone Investment Advisors
New York
-$23K -917 Closed
GWM
118
Greenwich Wealth Management
Connecticut
-$22K -892 Closed
QT
119
Quantamental Technologies
New York
-$18K -750 Closed
Group One Trading
120
Group One Trading
Illinois
-$14.6K -484 Closed
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
-$12K -477 Closed
TRCT
122
Tower Research Capital (TRC)
New York
-$8K -326 Closed
AF
123
Advisornet Financial
Minnesota
-$6K -246 Closed
IA
124
IFP Advisors
Florida
-$2K -115 Closed
PFGIA
125
Patriot Financial Group Insurance Agency
Massachusetts
-$2K -83 Closed

INO Hedge Fund Activity: Q4 2019 in Review

106 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2019, worth a combined $160M — up 68% from $95.2M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of INO and 13 opened new positions — a net loss of 12 holders — while 26 trimmed existing stakes and 36 added.

The largest buyer was Morgan Stanley, adding an estimated $3.14M. The largest seller was JP Morgan Chase, cutting an estimated $706K.

  • 106 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2019, down from 118 in Q3 2019.
  • Funds reported $160M of Inovio Pharmaceuticals stock for Q4 2019, up 68% quarter-over-quarter.
  • 13 funds opened new Inovio Pharmaceuticals positions in Q4 2019 and 25 closed out, a net change of -12 holders.
  • The largest Inovio Pharmaceuticals buyer in Q4 2019 was Morgan Stanley, an estimated $3.14M added.
  • The largest Inovio Pharmaceuticals seller in Q4 2019 was JP Morgan Chase, an estimated $706K sold.

Based on aggregated 13F filings for Q4 2019.