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Inovio Pharmaceuticals

184 hedge funds and large institutions have $196M invested in Inovio Pharmaceuticals in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 36 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 36

0.67% more ownership

Funds ownership: 3.46%4.13% (+0.67%)

7% less funds holding

Funds holding: 198184 (-14)

24% less call options, than puts

Call options by funds: $2.14M | Put options by funds: $2.82M

34% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 32

41% less capital invested

Capital invested by funds: $330M → $196M (-$134M)

Holders
184
Holders Change
-14
Holders Change %
-7.07%
% of All Funds
3.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
67
Reduced
36
Closed
32
Calls
$2.14M
Puts
$2.82M
Net Calls
-$682K
Net Calls Change
+$923K
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Stratos Wealth Partners
Ohio
$27K -$423 -15 -1%
PAMS
102
Pictet Asset Management (Switzerland)
Switzerland
$27K
VNA
103
Valley National Advisers
Pennsylvania
$27K +$789 +28 +3%
DC
104
Diametric Capital
Massachusetts
$27K +$36.3K +1,287 New
Canada Life
105
Canada Life
Manitoba, Canada
$26K +$3.13K +111 +9%
Mackenzie Financial
106
Mackenzie Financial
Ontario, Canada
$25K +$7.41K +263 +28%
TF
107
TIAA FSB
Florida
$25K +$33.7K +1,196 New
Creative Planning
108
Creative Planning
Kansas
$21K -$2.06K -73 -7%
X
109
Xponance
Pennsylvania
$21K +$27.9K +989 New
IA
110
IFG Advisory
Georgia
$20K
JF
111
Jump Financial
Illinois
$19K -$468K -16,590 -95%
Barclays
112
Barclays
United Kingdom
$19K -$57.2K -2,030 -69%
RJFSA
113
Raymond James Financial Services Advisors
Florida
$18K -$3.21K -114 -11%
TC
114
TAP Consulting
Missouri
$18K
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$18K +$2.82K +100 +13%
PAG
116
Private Advisor Group
New Jersey
$18K +$24K +851 New
KAS
117
Kestra Advisory Services
Texas
$18K +$24.5K +869 New
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.3K -$254 -9 -1%
AWM
119
Apollon Wealth Management
South Carolina
$17K
RPCA
120
Running Point Capital Advisors
California
$17K
Credit Agricole
121
Credit Agricole
France
$14K
Macquarie Group
122
Macquarie Group
Australia
$14K
MLICM
123
Metropolitan Life Insurance Company (MetLife)
New York
$13.7K -$12.9K -458 -41%
IA
124
IFP Advisors
Florida
$11K
Fidelity Investments
125
Fidelity Investments
Massachusetts
$11K +$5.69K +202 +63%

INO Hedge Fund Activity: Q2 2022 in Review

184 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q2 2022, worth a combined $196M — down 41% from $330M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of INO and 21 opened new positions — a net loss of 11 holders — while 36 trimmed existing stakes and 67 added.

The largest buyer was State Street, adding an estimated $21M. The largest seller was UBS Group, cutting an estimated $2.43M.

  • 184 institutional investors held Inovio Pharmaceuticals (INO) as of Q2 2022, down from 198 in Q1 2022.
  • Funds reported $196M of Inovio Pharmaceuticals stock for Q2 2022, down 41% quarter-over-quarter.
  • 21 funds opened new Inovio Pharmaceuticals positions in Q2 2022 and 32 closed out, a net change of -11 holders.
  • The largest Inovio Pharmaceuticals buyer in Q2 2022 was State Street, an estimated $21M added.
  • The largest Inovio Pharmaceuticals seller in Q2 2022 was UBS Group, an estimated $2.43M sold.

Based on aggregated 13F filings for Q2 2022.