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Inovio Pharmaceuticals

198 hedge funds and large institutions have $330M invested in Inovio Pharmaceuticals in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% more ownership

Funds ownership: 3.4%3.46% (+0.05%)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

5% less funds holding

Funds holding: 208198 (-10)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

23% less capital invested

Capital invested by funds: $428M → $330M (-$98M)

29% less call options, than puts

Call options by funds: $3.87M | Put options by funds: $5.47M

Holders
198
Holders Change
-10
Holders Change %
-4.81%
% of All Funds
3.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
53
Reduced
55
Closed
31
Calls
$3.87M
Puts
$5.47M
Net Calls
-$1.6M
Net Calls Change
+$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Apollon Wealth Management
South Carolina
$36K +$37.5K +833 New
RPCA
127
Running Point Capital Advisors
California
$36K +$37.5K +833 New
SAF
128
Smith Anglin Financial
Texas
$36K +$37.5K +833 New
SAM
129
Shell Asset Management
Netherlands
$34K -$5.32K -118 -13%
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$33K -$766 -17 -2%
Credit Agricole
131
Credit Agricole
France
$29K
US Bancorp
132
US Bancorp
Minnesota
$28K +$1.44K +32 +5%
IUHSA
133
Itau Unibanco Holding S.A.
Brazil
$27K
C
134
Covestor
United Kingdom
$23K -$6.85K -152 -22%
NFSG
135
Newbridge Financial Services Group
Florida
$22K
EIP
136
Ellis Investment Partners
Pennsylvania
$21K -$360 -8 -2%
ACM
137
Aquatic Capital Management
Illinois
$15K +$15.8K +350 New
Fidelity Investments
138
Fidelity Investments
Massachusetts
$14K +$14.1K +314 +5,233%
SAM
139
S.A. Mason
Michigan
$13K
IA
140
IFP Advisors
Florida
$11K +$6.71K +149 +347%
EARNEST Partners
141
EARNEST Partners
Georgia
$10K
JPLA
142
Joseph P. Lucia & Associates
New York
$9K +$9.41K +209 New
JWA
143
JFS Wealth Advisors
Pennsylvania
$8K
BCV
144
Banque Cantonale Vaudoise
Switzerland
$7K -$13.9K -308 -64%
CSB
145
City State Bank
Iowa
$7K
National Bank of Canada
146
National Bank of Canada
Quebec, Canada
$7K
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$6K -$22.1K -490 -78%
S
148
SignatureFD
Georgia
$5K +$4.01K +89 +234%
BCM
149
Blume Capital Management
California
$4K
CTB
150
Country Trust Bank
Illinois
$4K

INO Hedge Fund Activity: Q1 2022 in Review

198 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q1 2022, worth a combined $330M — down 23% from $428M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of INO and 25 opened new positions — a net loss of 6 holders — while 55 trimmed existing stakes and 53 added.

The largest buyer was State Street, adding an estimated $37.4M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $24.6M sold.

  • 198 institutional investors held Inovio Pharmaceuticals (INO) as of Q1 2022, down from 208 in Q4 2021.
  • Funds reported $330M of Inovio Pharmaceuticals stock for Q1 2022, down 23% quarter-over-quarter.
  • 25 funds opened new Inovio Pharmaceuticals positions in Q1 2022 and 31 closed out, a net change of -6 holders.
  • The largest Inovio Pharmaceuticals buyer in Q1 2022 was State Street, an estimated $37.4M added.
  • The largest Inovio Pharmaceuticals seller in Q1 2022 was Wasatch Advisors, an estimated $24.6M sold.

Based on aggregated 13F filings for Q1 2022.