Inovio Pharmaceuticals
131 hedge funds and large institutions have $194M invested in Inovio Pharmaceuticals in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 46 reducing their positions, and 6 closing their positions.
300% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 6
31% more call options, than puts
Call options by funds: $6.05M | Put options by funds: $4.61M
15% more capital invested
Capital invested by funds: $168M → $194M (+$25.9M)
14% more funds holding
Funds holding: 115 → 131 (+16)
0.14% more ownership
Funds ownership: 2.76% → 2.9% (+0.14%)
26% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$6.78M |
| 2 |
State Street
Boston,
Massachusetts
|
+$4.39M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.98M |
| 4 |
Axa
Paris,
France
|
+$1.66M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIP
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
-$2.19M |
| 2 |
DCM
Dialectic Capital Management
Norwalk,
Connecticut
|
-$2.02M |
| 3 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
-$1.49M |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
-$1.46M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$1.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Barclays
London,
United Kingdom
| $2K | -$50.1K | -412 | -96% |
|
|
HFM
127
Hartford Financial Management
Hartford,
Connecticut
| $2K | – | – | – |
|
|
PIA
128
Piedmont Investment Advisors
Durham,
North Carolina
| $1.49K | – | – | – |
|
|
RAM
129
Riggs Asset Management
Dallas,
Pennsylvania
| $1K | – | – | – |
|
|
FNBT
130
FineMark National Bank & Trust
Fort Myers,
Florida
| $1K | +$1.58K | +13 | New |
|
131
American Century Companies
Kansas City,
Missouri
| – | -$1.31M | -12,536 | Closed |
|
132
Capital Fund Management (CFM)
Paris,
France
| – | -$201K | -1,925 | Closed |
|
133
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$118K | -1,125 | Closed |
|
134
SG Americas Securities
New York
| – | -$95K | -907 | Closed |
|
|
SCM
135
Stevens Capital Management
Radnor,
Pennsylvania
| – | -$88K | -845 | Closed |
|
136
Simplex Trading
Chicago,
Illinois
| – | -$5.83K | -48 | Closed |
|
|
FANJ
137
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | +$486 | +4 | New |
|
INO Hedge Fund Activity: Q2 2016 in Review
131 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q2 2016, worth a combined $194M — up 15% from $168M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new INO positions and 6 closed out — a net gain of 18 holders — while 34 added to existing stakes and 46 trimmed.
The largest buyer was Invesco, opening a new position worth an estimated $6.78M. The largest seller was Stoneridge Investment Partners, cutting an estimated $2.19M.
- 131 institutional investors held Inovio Pharmaceuticals (INO) as of Q2 2016, up from 115 in Q1 2016.
- Funds reported $194M of Inovio Pharmaceuticals stock for Q2 2016, up 15% quarter-over-quarter.
- 24 funds opened new Inovio Pharmaceuticals positions in Q2 2016 and 6 closed out, a net change of +18 holders.
- The largest Inovio Pharmaceuticals buyer in Q2 2016 was Invesco, an estimated $6.78M added.
- The largest Inovio Pharmaceuticals seller in Q2 2016 was Stoneridge Investment Partners, an estimated $2.19M sold.
Based on aggregated 13F filings for Q2 2016.