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Inovio Pharmaceuticals

184 hedge funds and large institutions have $196M invested in Inovio Pharmaceuticals in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 36 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 36

0.67% more ownership

Funds ownership: 3.46%4.13% (+0.67%)

7% less funds holding

Funds holding: 198184 (-14)

24% less call options, than puts

Call options by funds: $2.14M | Put options by funds: $2.82M

34% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 32

41% less capital invested

Capital invested by funds: $330M → $196M (-$134M)

Holders
184
Holders Change
-14
Holders Change %
-7.07%
% of All Funds
3.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
67
Reduced
36
Closed
32
Calls
$2.14M
Puts
$2.82M
Net Calls
-$682K
Net Calls Change
+$923K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$10K -$4.31K -153 -24%
NFSG
127
Newbridge Financial Services Group
Florida
$10K
C
128
Covestor
United Kingdom
$9K -$3.52K -125 -23%
EIP
129
Ellis Investment Partners
Pennsylvania
$6K -$4.71K -167 -33%
SAM
130
S.A. Mason
Michigan
$6K
EARNEST Partners
131
EARNEST Partners
Georgia
$5K
JPLA
132
Joseph P. Lucia & Associates
New York
$4K -$535 -19 -9%
JWA
133
JFS Wealth Advisors
Pennsylvania
$4K
BCV
134
Banque Cantonale Vaudoise
Switzerland
$4K +$85 +3 +2%
Federated Hermes
135
Federated Hermes
Pennsylvania
$4K +$4.45K +158 +329%
CSB
136
City State Bank
Iowa
$3K
National Bank of Canada
137
National Bank of Canada
Quebec, Canada
$3K
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$3K
HS
139
Horan Securities
United States
$3K +$2.4K +85 +149%
TWA
140
TCI Wealth Advisors
Arizona
$3K +$3.95K +140 New
BCM
141
Blume Capital Management
California
$2K
CTB
142
Country Trust Bank
Illinois
$2K
FHA
143
First Horizon Advisors
Tennessee
$2K
TIM
144
Tevis Investment Management
Texas
$2K
PFS
145
Prospera Financial Services
Texas
$2K +$535 +19 +19%
CCM
146
Covington Capital Management
California
$2K +$2.34K +83 New
TWC
147
TD Waterhouse Canada
Ontario, Canada
$1.88K
AF
148
Advisornet Financial
Minnesota
$1K
COCM
149
Charter Oak Capital Management
New Hampshire
$1K
KIG
150
Kessler Investment Group
Indiana
$1K

INO Hedge Fund Activity: Q2 2022 in Review

184 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q2 2022, worth a combined $196M — down 41% from $330M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of INO and 21 opened new positions — a net loss of 11 holders — while 36 trimmed existing stakes and 67 added.

The largest buyer was State Street, adding an estimated $21M. The largest seller was UBS Group, cutting an estimated $2.43M.

  • 184 institutional investors held Inovio Pharmaceuticals (INO) as of Q2 2022, down from 198 in Q1 2022.
  • Funds reported $196M of Inovio Pharmaceuticals stock for Q2 2022, down 41% quarter-over-quarter.
  • 21 funds opened new Inovio Pharmaceuticals positions in Q2 2022 and 32 closed out, a net change of -11 holders.
  • The largest Inovio Pharmaceuticals buyer in Q2 2022 was State Street, an estimated $21M added.
  • The largest Inovio Pharmaceuticals seller in Q2 2022 was UBS Group, an estimated $2.43M sold.

Based on aggregated 13F filings for Q2 2022.