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Inovio Pharmaceuticals
INO

124 hedge funds and large institutions have $21.6M invested in Inovio Pharmaceuticals in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,247% more call options, than puts

Call options by funds: $229K | Put options by funds: $17K

0.55% less ownership

Funds ownership: 2.27% → 1.73% (-0.55%)

7% less funds holding

Funds holding: 133 → 124 (-9)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

33% less capital invested

Capital invested by funds: $32.1M → $21.6M (-$10.4M)

48% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 44

Holders
124
Holders Change
-9
Holders Change %
-6.77%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
23
Reduced
44
Closed
24
Calls
$229K
Puts
$17K
Net Calls
+$212K
Net Calls Change
-$50K

Top Buyers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$212K
2
AQR Capital Management
AQR Capital Management
Connecticut
+$207K
3
GAA
Green Alpha Advisors
Colorado
+$178K
4
GCP
GSA Capital Partners
United Kingdom
+$137K
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.7K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.36M
2
Jane Street
Jane Street
New York
-$1.35M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$959K
4
Charles Schwab
Charles Schwab
California
-$519K
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$459K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
101
Cornerstone Planning Group
New Jersey
$350 – – –
PWMG
102
Provence Wealth Management Group
California
$350 +$414 +75 New
IA
103
IFP Advisors
Florida
$292 – – –
AF
104
Advisornet Financial
Minnesota
$272 – – –
National Bank of Canada
105
National Bank of Canada
Quebec, Canada
$254 – – –
CSPIA
106
Cary Street Partners Investment Advisory
Virginia
$195 – – –
AF
107
Allworth Financial
California
$146 – – –
GWMIA
108
Global Wealth Management Investment Advisory
Florida
$97 – – –
SS
109
Sunbelt Securities
Texas
$97 – – –
AP
110
Atwood & Palmer
Missouri
$88 – – –
HI
111
Harbour Investments
Wisconsin
$75 – – –
KFI
112
Key Financial Inc
Pennsylvania
$68 – – –
TIM
113
Thompson Investment Management
Wisconsin
$61 – – –
HNB
114
Huntington National Bank
Ohio
$39 – – –
LFG
115
Larson Financial Group
Missouri
$39 – – –
NSIM
116
North Star Investment Management
Illinois
$37 – – –
AFG
117
Albion Financial Group
Utah
$25 – – –
SPIA
118
Steward Partners Investment Advisory
New York
$22 – – –
GWSG
119
GPS Wealth Strategies Group
Colorado
$19 – – –
FGAM
120
Financial Gravity Asset Management
Texas
$7 +$6 +1 New
BLC
121
Brown, Lisle/Cummings
Rhode Island
$3 – – –
TCM
122
Tradewinds Capital Management
Washington
$3 – – –
BWL
123
Bogart Wealth LLC
Virginia
$2 – – –
YIH
124
Y-Intercept (HK)
Hong Kong
– -$283K -52,801 Closed
PMEF
125
Point72 Middle East FZE
United Arab Emirates
– -$224K -41,719 Closed
2 3 4
5
6

INO Hedge Fund Activity: Q3 2023 in Review

124 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q3 2023, worth a combined $21.6M — down 33% from $32.1M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of INO and 17 opened new positions — a net loss of 7 holders — while 44 trimmed existing stakes and 23 added.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $212K. The largest seller was JP Morgan Chase, cutting an estimated $1.36M.

  • 124 institutional investors held Inovio Pharmaceuticals (INO) as of Q3 2023, down from 133 in Q2 2023.
  • Funds reported $21.6M of Inovio Pharmaceuticals stock for Q3 2023, down 33% quarter-over-quarter.
  • 17 funds opened new Inovio Pharmaceuticals positions in Q3 2023 and 24 closed out, a net change of -7 holders.
  • The largest Inovio Pharmaceuticals buyer in Q3 2023 was Acadian Asset Management, an estimated $212K added.
  • The largest Inovio Pharmaceuticals seller in Q3 2023 was JP Morgan Chase, an estimated $1.36M sold.

Based on aggregated 13F filings for Q3 2023.