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Inovio Pharmaceuticals

198 hedge funds and large institutions have $330M invested in Inovio Pharmaceuticals in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% more ownership

Funds ownership: 3.4%3.46% (+0.05%)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

5% less funds holding

Funds holding: 208198 (-10)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

23% less capital invested

Capital invested by funds: $428M → $330M (-$98M)

29% less call options, than puts

Call options by funds: $3.87M | Put options by funds: $5.47M

Holders
198
Holders Change
-10
Holders Change %
-4.81%
% of All Funds
3.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
53
Reduced
55
Closed
31
Calls
$3.87M
Puts
$5.47M
Net Calls
-$1.6M
Net Calls Change
+$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$74K
Russell Investments Group
102
Russell Investments Group
United Kingdom
$74K
PFO
103
Pathstone Family Office
New Jersey
$72K -$360 -8 -0.5%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$70K +$18.5K +410 +35%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$62K
BCM
106
Brookstone Capital Management
Illinois
$59K +$69.8K +1,549 New
AIP
107
Ameritas Investment Partners
Nebraska
$58K
NL
108
NWAM LLC
Washington
$57K
Prudential Financial
109
Prudential Financial
New Jersey
$57K
SWP
110
Stratos Wealth Partners
Ohio
$56K +$90 +2 +0.2%
Dimensional Fund Advisors
111
Dimensional Fund Advisors
Texas
$55K -$9.55K -212 -14%
PAMS
112
Pictet Asset Management (Switzerland)
Switzerland
$55K
Canada Life
113
Canada Life
Manitoba, Canada
$53K +$4.37K +97 +9%
MLICM
114
Metropolitan Life Insurance Company (MetLife)
New York
$48.2K -$127K -2,827 -72%
Creative Planning
115
Creative Planning
Kansas
$47K -$4.32K -96 -8%
VNA
116
Valley National Advisers
Pennsylvania
$44K +$12.7K +283 +38%
RJFSA
117
Raymond James Financial Services Advisors
Florida
$43K +$2.66K +59 +6%
RA
118
RFG Advisory
Alabama
$43K +$5.63K +125 +14%
Mackenzie Financial
119
Mackenzie Financial
Ontario, Canada
$41K
IA
120
IFG Advisory
Georgia
$41K +$3.92K +87 +10%
SSA
121
Schonfeld Strategic Advisors
New York
$40K -$99.5K -2,208 -71%
MC
122
Moors & Cabot
Massachusetts
$39K -$1.89K -42 -4%
CIBC Asset Management
123
CIBC Asset Management
Ontario, Canada
$37K
TC
124
TAP Consulting
Missouri
$37K
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.3K

INO Hedge Fund Activity: Q1 2022 in Review

198 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q1 2022, worth a combined $330M — down 23% from $428M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of INO and 25 opened new positions — a net loss of 6 holders — while 55 trimmed existing stakes and 53 added.

The largest buyer was State Street, adding an estimated $37.4M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $24.6M sold.

  • 198 institutional investors held Inovio Pharmaceuticals (INO) as of Q1 2022, down from 208 in Q4 2021.
  • Funds reported $330M of Inovio Pharmaceuticals stock for Q1 2022, down 23% quarter-over-quarter.
  • 25 funds opened new Inovio Pharmaceuticals positions in Q1 2022 and 31 closed out, a net change of -6 holders.
  • The largest Inovio Pharmaceuticals buyer in Q1 2022 was State Street, an estimated $37.4M added.
  • The largest Inovio Pharmaceuticals seller in Q1 2022 was Wasatch Advisors, an estimated $24.6M sold.

Based on aggregated 13F filings for Q1 2022.