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Inovio Pharmaceuticals

183 hedge funds and large institutions have $197M invested in Inovio Pharmaceuticals in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $2.24M | Put options by funds: $1.89M

16% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 49

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

1% more funds holding

Funds holding: 182183 (+1)

0.38% more ownership

Funds ownership: 3.88%4.25% (+0.38%)

2% less capital invested

Capital invested by funds: $201M → $197M (-$3.67M)

Holders
183
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
2.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
57
Reduced
49
Closed
25
Calls
$2.24M
Puts
$1.89M
Net Calls
+$352K
Net Calls Change
+$498K
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
101
Prudential Financial
New Jersey
$27.8K +$317 +14 +1%
AIP
102
Ameritas Investment Partners
Nebraska
$26.8K
BCM
103
Brainard Capital Management
Texas
$26K +$31.5K +1,389 New
RA
104
RFG Advisory
Alabama
$24.8K
SWP
105
Stratos Wealth Partners
Ohio
$24.2K +$113 +5 +0.4%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$24K -$1.95K -86 -6%
RJA
107
Raymond James & Associates
Florida
$23.9K -$7.28K -321 -20%
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
$23.3K
Mackenzie Financial
109
Mackenzie Financial
Ontario, Canada
$22.7K
TF
110
TIAA FSB
Florida
$22.4K
X
111
Xponance
Pennsylvania
$22K +$612 +27 +2%
Stifel Financial
112
Stifel Financial
Missouri
$22K -$34.9K -1,542 -57%
QCG
113
Quadrant Capital Group
Ohio
$20.2K +$18.1K +800 +289%
CAN
114
Cetera Advisor Networks
California
$18.3K +$22.1K +977 New
SG Americas Securities
115
SG Americas Securities
New York
$18K -$113K -4,968 -83%
IA
116
IFG Advisory
Georgia
$18K
PCA
117
Personal Capital Advisors
California
$17.6K +$21.4K +942 New
IUHSA
118
Itau Unibanco Holding S.A.
Brazil
$17K -$5.03K -222 -20%
FFA
119
Farther Finance Advisors
California
$15.9K +$19.3K +850 New
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
$15.8K -$136 -6 -0.7%
AWM
121
Apollon Wealth Management
South Carolina
$15.6K
RPCA
122
Running Point Capital Advisors
California
$15.6K
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.8K -$929 -41 -5%
VNA
124
Valley National Advisers
Pennsylvania
$14K -$7.93K -350 -33%
Credit Agricole
125
Credit Agricole
France
$12.5K

INO Hedge Fund Activity: Q4 2022 in Review

183 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2022, worth a combined $197M — down 1.8% from $201M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new INO positions and 25 closed out — a net gain of 4 holders — while 57 added to existing stakes and 49 trimmed.

The largest buyer was State Street, adding an estimated $10.3M. The largest seller was Two Sigma Investments, cutting an estimated $2.79M.

  • 183 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2022, up from 182 in Q3 2022.
  • Funds reported $197M of Inovio Pharmaceuticals stock for Q4 2022, down 1.8% quarter-over-quarter.
  • 29 funds opened new Inovio Pharmaceuticals positions in Q4 2022 and 25 closed out, a net change of +4 holders.
  • The largest Inovio Pharmaceuticals buyer in Q4 2022 was State Street, an estimated $10.3M added.
  • The largest Inovio Pharmaceuticals seller in Q4 2022 was Two Sigma Investments, an estimated $2.79M sold.

Based on aggregated 13F filings for Q4 2022.