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Inovio Pharmaceuticals
INO

125 hedge funds and large institutions have $196M invested in Inovio Pharmaceuticals in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $6.66M | Put options by funds: $4.66M

1% more capital invested

Capital invested by funds: $194M → $196M (+$2.21M)

0.05% more ownership

Funds ownership: 2.9% → 2.95% (+0.05%)

5% less funds holding

Funds holding: 131 → 125 (-6)

11% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 38

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
125
Holders Change
-6
Holders Change %
-4.58%
% of All Funds
3.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
34
Reduced
38
Closed
16
Calls
$6.66M
Puts
$4.66M
Net Calls
+$2.01M
Net Calls Change
+$573K

Top Buyers

1
State Street
State Street
Massachusetts
+$4.37M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.21M
3
Charles Schwab
Charles Schwab
California
+$1.42M
4
BFA
BlackRock Fund Advisors
California
+$1.35M
5
Invesco
Invesco
Georgia
+$1.17M

Top Sellers

1
EA
Emerald Acquisition
Washington
-$1.43M
2
Axa
Axa
France
-$1.27M
3
EI
EAM Investors
California
-$968K
4
GC
Globeflex Capital
California
-$928K
5
VKH
Virtu KCG Holdings
New York
-$906K
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
126
Dialectic Capital Management
Connecticut
– -$462K -4,167 Closed
AI
127
Analytic Investors
California
– -$372K -3,357 Closed
CG
128
Clinton Group
New York
– -$330K -2,974 Closed
FRM
129
Fox Run Management
Connecticut
– -$249K -2,250 Closed
Tudor Investment Corp
130
Tudor Investment Corp
Connecticut
– -$248K -2,233 Closed
Jane Street
131
Jane Street
New York
– -$156K -1,405 Closed
Millennium Management
132
Millennium Management
New York
– -$130K -1,176 Closed
BCCM
133
Blue Clay Capital Management
Minnesota
– -$120K -1,083 Closed
HCM
134
Highbridge Capital Management
New York
– -$113K -1,020 Closed
LPL Financial
135
LPL Financial
California
– -$103K -933 Closed
BCM
136
Bayesian Capital Management
New York
– -$98K -883 Closed
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
– -$87K -787 Closed
AA
138
Apriem Advisors
California
– -$13K -117 Closed
TDC
139
Thompson Davis & Co
Virginia
– -$6K -52 Closed
MIM
140
Macroview Investment Management
Maryland
– +$442 +4 New
2 3 4 5
6

INO Hedge Fund Activity: Q3 2016 in Review

125 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q3 2016, worth a combined $196M — up 1.1% from $194M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of INO and 11 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 34 added.

The largest buyer was State Street, adding an estimated $4.37M. The largest seller was Emerald Acquisition, cutting an estimated $1.43M.

  • 125 institutional investors held Inovio Pharmaceuticals (INO) as of Q3 2016, down from 131 in Q2 2016.
  • Funds reported $196M of Inovio Pharmaceuticals stock for Q3 2016, up 1.1% quarter-over-quarter.
  • 11 funds opened new Inovio Pharmaceuticals positions in Q3 2016 and 16 closed out, a net change of -5 holders.
  • The largest Inovio Pharmaceuticals buyer in Q3 2016 was State Street, an estimated $4.37M added.
  • The largest Inovio Pharmaceuticals seller in Q3 2016 was Emerald Acquisition, an estimated $1.43M sold.

Based on aggregated 13F filings for Q3 2016.