Inovio Pharmaceuticals
125 hedge funds and large institutions have $142M invested in Inovio Pharmaceuticals in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 14 closing their positions.
21% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 14
8% more call options, than puts
Call options by funds: $3.22M | Put options by funds: $2.99M
6% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 34
0% more funds holding
Funds holding: 125 → 125 (0)
0.65% less ownership
Funds ownership: 2.95% → 2.3% (-0.65%)
28% less capital invested
Capital invested by funds: $196M → $142M (-$54.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.61M |
| 2 |
Morgan Stanley
New York
|
+$1.79M |
| 3 |
Millennium Management
New York
|
+$1.5M |
| 4 |
Citigroup
New York
|
+$749K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$448K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$7.43M |
| 2 |
State Street
Boston,
Massachusetts
|
-$3.27M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.24M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$1.51M |
| 5 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$1.45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PI
126
Putnam Investments
Boston,
Massachusetts
| – | -$1.51M | -13,467 | Closed |
|
|
GCP
127
GSA Capital Partners
London,
United Kingdom
| – | -$880K | -7,867 | Closed |
|
|
PP
128
Paloma Partners
Greenwich,
Connecticut
| – | -$348K | -3,844 | Closed |
|
|
CA
129
Cetera Advisors
Denver,
Colorado
| – | -$281K | -2,514 | Closed |
|
130
Axa
Paris,
France
| – | -$243K | -2,175 | Closed |
|
|
PPA
131
Parametric Portfolio Associates
Seattle,
Washington
| – | -$195K | -1,747 | Closed |
|
132
SG Americas Securities
New York
| – | -$178K | -1,590 | Closed |
|
|
SO
133
STRS Ohio
Columbus,
Ohio
| – | -$147K | -1,317 | Closed |
|
|
AIM
134
Acrospire Investment Management
Chicago,
Illinois
| – | -$49K | -434 | Closed |
|
|
QT
135
Quantbot Technologies
New York
| – | -$34K | -304 | Closed |
|
|
IWMPD
136
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$9K | -83 | Closed |
|
|
PIA
137
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$1.5K | -13 | Closed |
|
INO Hedge Fund Activity: Q4 2016 in Review
125 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2016, worth a combined $142M — down 28% from $196M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new INO positions and 14 closed out — a net gain of 3 holders — while 36 added to existing stakes and 34 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $2.61M. The largest seller was Invesco, exiting entirely with an estimated $7.43M sold.
- 125 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $142M of Inovio Pharmaceuticals stock for Q4 2016, down 28% quarter-over-quarter.
- 17 funds opened new Inovio Pharmaceuticals positions in Q4 2016 and 14 closed out, a net change of +3 holders.
- The largest Inovio Pharmaceuticals buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $2.61M added.
- The largest Inovio Pharmaceuticals seller in Q4 2016 was Invesco, an estimated $7.43M sold.
Based on aggregated 13F filings for Q4 2016.