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Inovio Pharmaceuticals
INO

133 hedge funds and large institutions have $118M invested in Inovio Pharmaceuticals in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

6% more funds holding

Funds holding: 125 → 133 (+8)

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

0.04% less ownership

Funds ownership: 2.69% → 2.64% (-0.04%)

20% less call options, than puts

Call options by funds: $405K | Put options by funds: $504K

36% less capital invested

Capital invested by funds: $184M → $118M (-$66M)

Holders
133
Holders Change
+8
Holders Change %
+6.4%
% of All Funds
3.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
36
Reduced
33
Closed
19
Calls
$405K
Puts
$504K
Net Calls
-$99K
Net Calls Change
-$1.17M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$1.88M
2
Deutsche Bank
Deutsche Bank
Germany
+$1.65M
3
State Street
State Street
Massachusetts
+$1.29M
4
AIM
ARK Investment Management
Florida
+$738K
5
VIA
Vident Investment Advisory
Georgia
+$735K

Top Sellers

1
Millennium Management
Millennium Management
New York
-$5.84M
2
Morgan Stanley
Morgan Stanley
New York
-$3M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.64M
4
TCIM
TIAA CREF Investment Management
New York
-$739K
5
GCP
GSA Capital Partners
United Kingdom
-$731K
Name Holding Trade Value Shares
Change 		Change in
Stake
II
126
Inspire Investing
Idaho
$1K +$992 +16 New
SWP
127
Stratos Wealth Partners
Ohio
$1K +$1.05K +17 New
FMA
128
FNY Managed Accounts
New York
$1K +$2.04K +33 New
GCP
129
GSA Capital Partners
United Kingdom
– -$731K -9,608 Closed
CS
130
Candriam SCA
Luxembourg
– -$380K -5,000 Closed
LCS
131
Levin Capital Strategies
New York
– -$337K -4,425 Closed
Tudor Investment Corp
132
Tudor Investment Corp
Connecticut
– -$317K -4,167 Closed
NFA
133
Nationwide Fund Advisors
Ohio
– -$281K -3,698 Closed
ARTA
134
A.R.T. Advisors
New York
– -$183K -2,417 Closed
EMG
135
Ellington Management Group
Connecticut
– -$178K -2,342 Closed
FIB
136
First Interstate Bank
Montana
– -$154K -2,025 Closed
ZIM
137
Zacks Investment Management
Illinois
– -$137K -1,806 Closed
EA
138
Emerald Advisers
Pennsylvania
– -$129K -1,694 Closed
EGM
139
Engineers Gate Manager
New York
– -$117K -1,542 Closed
SG Americas Securities
140
SG Americas Securities
New York
– -$103K -1,350 Closed
VRS
141
Virginia Retirement Systems
Virginia
– -$101K -1,333 Closed
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
– -$93K -1,217 Closed
PCM
143
Prelude Capital Management
New York
– -$18K -242 Closed
PG
144
Patten Group
Tennessee
– -$5K -67 Closed
HFM
145
Hartford Financial Management
Connecticut
– -$3K -48 Closed
AWMS
146
Advocacy Wealth Management Services
Georgia
– -$2K -21 Closed
ASN
147
Advisory Services Network
Georgia
– -$1K -18 Closed
AF
148
Advisornet Financial
Minnesota
– +$62 +1 New
GWS
149
Glassman Wealth Services
Virginia
– +$310 +5 New
PCM
150
Poehling Capital Management
Wisconsin
– +$496 +8 New
2 3 4 5
6

INO Hedge Fund Activity: Q4 2017 in Review

133 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2017, worth a combined $118M — down 36% from $184M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new INO positions and 19 closed out — a net gain of 8 holders — while 36 added to existing stakes and 33 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $1.88M. The largest seller was Millennium Management, cutting an estimated $5.84M.

  • 133 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2017, up from 125 in Q3 2017.
  • Funds reported $118M of Inovio Pharmaceuticals stock for Q4 2017, down 36% quarter-over-quarter.
  • 27 funds opened new Inovio Pharmaceuticals positions in Q4 2017 and 19 closed out, a net change of +8 holders.
  • The largest Inovio Pharmaceuticals buyer in Q4 2017 was Renaissance Technologies, an estimated $1.88M added.
  • The largest Inovio Pharmaceuticals seller in Q4 2017 was Millennium Management, an estimated $5.84M sold.

Based on aggregated 13F filings for Q4 2017.