Inovio Pharmaceuticals
106 hedge funds and large institutions have $160M invested in Inovio Pharmaceuticals in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 25 closing their positions.
68% more capital invested
Capital invested by funds: $95.2M → $160M (+$64.7M)
38% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 26
21% more call options, than puts
Call options by funds: $481K | Put options by funds: $398K
0.13% more ownership
Funds ownership: 3.9% → 4.04% (+0.13%)
10% less funds holding
Funds holding: 118 → 106 (-12)
48% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.14M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$2.33M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$2.11M |
| 4 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$909K |
| 5 |
Renaissance Technologies
New York
|
+$563K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$706K |
| 2 |
RTS
Round Table Services
Westfield,
New Jersey
|
-$696K |
| 3 |
BlackRock
New York
|
-$451K |
| 4 |
State Street
Boston,
Massachusetts
|
-$400K |
| 5 |
Swiss National Bank
Zurich,
Switzerland
|
-$358K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$2K | -65 | Closed |
|
|
LS
127
Leelyn Smith
Geneva,
Illinois
| – | +$30 | +1 | New |
|
INO Hedge Fund Activity: Q4 2019 in Review
106 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2019, worth a combined $160M — up 68% from $95.2M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of INO and 13 opened new positions — a net loss of 12 holders — while 26 trimmed existing stakes and 36 added.
The largest buyer was Morgan Stanley, adding an estimated $3.14M. The largest seller was JP Morgan Chase, cutting an estimated $706K.
- 106 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2019, down from 118 in Q3 2019.
- Funds reported $160M of Inovio Pharmaceuticals stock for Q4 2019, up 68% quarter-over-quarter.
- 13 funds opened new Inovio Pharmaceuticals positions in Q4 2019 and 25 closed out, a net change of -12 holders.
- The largest Inovio Pharmaceuticals buyer in Q4 2019 was Morgan Stanley, an estimated $3.14M added.
- The largest Inovio Pharmaceuticals seller in Q4 2019 was JP Morgan Chase, an estimated $706K sold.
Based on aggregated 13F filings for Q4 2019.