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Inovio Pharmaceuticals

113 hedge funds and large institutions have $26.2M invested in Inovio Pharmaceuticals in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

979% more call options, than puts

Call options by funds: $313K | Put options by funds: $29K

21% more capital invested

Capital invested by funds: $21.6M → $26.2M (+$4.53M)

0.18% less ownership

Funds ownership: 1.73%1.55% (-0.18%)

9% less funds holding

Funds holding: 124113 (-11)

28% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 32

40% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 25

Holders
113
Holders Change
-11
Holders Change %
-8.87%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
23
Reduced
32
Closed
25
Calls
$313K
Puts
$29K
Net Calls
+$284K
Net Calls Change
+$72K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$57 -$1.37K -278 -97%
LFG
102
Larson Financial Group
Missouri
$51
OP
103
ORG Partners
Indiana
$51 +$39 +8 New
TVAMP
104
Tennessee Valley Asset Management Partners
Tennessee
$51 +$39 +8 New
NSIM
105
North Star Investment Management
Illinois
$48
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$36 +$30 +6 New
GWSG
107
GPS Wealth Strategies Group
Colorado
$26
HCM
108
Highlander Capital Management
New Jersey
$26
FGAM
109
Financial Gravity Asset Management
Texas
$17 +$10 +2 +200%
BLC
110
Brown, Lisle/Cummings
Rhode Island
$4
TCM
111
Tradewinds Capital Management
Washington
$4
BWL
112
Bogart Wealth LLC
Virginia
$3
NA
113
NewEdge Advisors
Louisiana
$3
GC
114
GMT Capital
Georgia
-$589K -126,125 Closed
AQR Capital Management
115
AQR Capital Management
Connecticut
-$175K -37,476 Closed
HWAM
116
Hennion & Walsh Asset Management
New Jersey
-$63.6K -13,630 Closed
Point72 Asset Management
117
Point72 Asset Management
Connecticut
-$31.2K -6,674 Closed
FIM
118
Freedom Investment Management
Connecticut
-$24.2K -5,192 Closed
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
-$22.7K -4,855 Closed
HighTower Advisors
120
HighTower Advisors
Illinois
-$13K -2,869 Closed
Victory Capital Management
121
Victory Capital Management
Texas
-$11.2K -2,406 Closed
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
-$7.51K -1,608 Closed
Balyasny Asset Management
123
Balyasny Asset Management
Illinois
-$7.11K -1,524 Closed
ProShare Advisors
124
ProShare Advisors
Maryland
-$6.82K -1,460 Closed
PVI
125
Pine Valley Investments
New Jersey
-$5.16K -1,104 Closed

INO Hedge Fund Activity: Q4 2023 in Review

113 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2023, worth a combined $26.2M — up 21% from $21.6M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of INO and 15 opened new positions — a net loss of 10 holders — while 32 trimmed existing stakes and 23 added.

The largest buyer was GSA Capital Partners, adding an estimated $1.44M. The largest seller was Millennium Management, cutting an estimated $1.71M.

  • 113 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2023, down from 124 in Q3 2023.
  • Funds reported $26.2M of Inovio Pharmaceuticals stock for Q4 2023, up 21% quarter-over-quarter.
  • 15 funds opened new Inovio Pharmaceuticals positions in Q4 2023 and 25 closed out, a net change of -10 holders.
  • The largest Inovio Pharmaceuticals buyer in Q4 2023 was GSA Capital Partners, an estimated $1.44M added.
  • The largest Inovio Pharmaceuticals seller in Q4 2023 was Millennium Management, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2023.