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Inovio Pharmaceuticals
INO

133 hedge funds and large institutions have $32.1M invested in Inovio Pharmaceuticals in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 26 increasing their positions, 44 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,183% more call options, than puts

Call options by funds: $274K | Put options by funds: $12K

1.63% less ownership

Funds ownership: 3.9% → 2.27% (-1.6%)

24% less funds holding

Funds holding: 174 → 133 (-41)

41% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 44

60% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 63

68% less capital invested

Capital invested by funds: $99.8M → $32.1M (-$67.7M)

Holders
133
Holders Change
-41
Holders Change %
-23.56%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
26
Reduced
44
Closed
63
Calls
$274K
Puts
$12K
Net Calls
+$262K
Net Calls Change
-$66K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$3.59M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.88M
3
Jane Street
Jane Street
New York
+$1.52M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.21M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.21M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$18.2M
2
BlackRock
BlackRock
New York
-$11.5M
3
Rafferty Asset Management
Rafferty Asset Management
New York
-$2.17M
4
Bank of America
Bank of America
North Carolina
-$1.92M
5
N
Nuveen
North Carolina
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
101
City State Bank
Iowa
$1K – – –
HS
102
Horan Securities
United States
$760 – – –
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$726 -$33K -4,091 -97%
TWC
104
TD Waterhouse Canada
Ontario, Canada
$482 – – –
BCM
105
Blume Capital Management
California
$447 – – –
CPG
106
Cornerstone Planning Group
New Jersey
$402 +$605 +75 New
IA
107
IFP Advisors
Florida
$336 +$234 +29 +85%
AF
108
Advisornet Financial
Minnesota
$313 – – –
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$297 -$830 -103 -65%
CSPIA
110
Cary Street Partners Investment Advisory
Virginia
$223 – – –
AF
111
Allworth Financial
California
$168 – – –
KTC
112
Kistler-Tiffany Companies
Pennsylvania
$163 – – –
SS
113
Sunbelt Securities
Texas
$112 – – –
GWMIA
114
Global Wealth Management Investment Advisory
Florida
$112 +$169 +21 New
AP
115
Atwood & Palmer
Missouri
$101 – – –
HI
116
Harbour Investments
Wisconsin
$86 – – –
KFI
117
Key Financial Inc
Pennsylvania
$78 – – –
CWM
118
Compass Wealth Management
Connecticut
$76 – – –
TIM
119
Thompson Investment Management
Wisconsin
$71 – – –
APC
120
Aspire Private Capital
North Carolina
$45 – – –
LFG
121
Larson Financial Group
Missouri
$45 – – –
HNB
122
Huntington National Bank
Ohio
$45 +$64 +8 New
NSIM
123
North Star Investment Management
Illinois
$42 – – –
AFG
124
Albion Financial Group
Utah
$29 – – –
SPIA
125
Steward Partners Investment Advisory
New York
$25 – – –
3 4
5
6 7

INO Hedge Fund Activity: Q2 2023 in Review

133 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q2 2023, worth a combined $32.1M — down 68% from $99.8M a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of INO and 25 opened new positions — a net loss of 38 holders — while 44 trimmed existing stakes and 26 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $3.59M. The largest seller was State Street, cutting an estimated $18.2M.

  • 133 institutional investors held Inovio Pharmaceuticals (INO) as of Q2 2023, down from 174 in Q1 2023.
  • Funds reported $32.1M of Inovio Pharmaceuticals stock for Q2 2023, down 68% quarter-over-quarter.
  • 25 funds opened new Inovio Pharmaceuticals positions in Q2 2023 and 63 closed out, a net change of -38 holders.
  • The largest Inovio Pharmaceuticals buyer in Q2 2023 was Millennium Management, an estimated $3.59M added.
  • The largest Inovio Pharmaceuticals seller in Q2 2023 was State Street, an estimated $18.2M sold.

Based on aggregated 13F filings for Q2 2023.