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Inovio Pharmaceuticals
INO

183 hedge funds and large institutions have $197M invested in Inovio Pharmaceuticals in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $2.24M | Put options by funds: $1.89M

16% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 49

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

1% more funds holding

Funds holding: 182 → 183 (+1)

0.38% more ownership

Funds ownership: 3.88% → 4.25% (+0.38%)

2% less capital invested

Capital invested by funds: $201M → $197M (-$3.67M)

Holders
183
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
2.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
57
Reduced
49
Closed
25
Calls
$2.24M
Puts
$1.89M
Net Calls
+$352K
Net Calls Change
+$498K

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$10.3M
2
Millennium Management
Millennium Management
New York
+$4.19M
3
BlackRock
BlackRock
New York
+$3.29M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.14M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.74M

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
-$2.79M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.79M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$1.77M
4
Citigroup
Citigroup
New York
-$1.58M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
126
Newbridge Financial Services Group
Florida
$9.36K – – –
C
127
Covestor
United Kingdom
$8K -$363 -16 -4%
Lazard Asset Management
128
Lazard Asset Management
New York
$8K +$10.7K +472 New
US Bancorp
129
US Bancorp
Minnesota
$7.72K -$7.34K -324 -44%
SAM
130
S.A. Mason
Michigan
$5.85K – – –
HT
131
Headlands Technologies
Illinois
$5K +$6.23K +275 New
EARNEST Partners
132
EARNEST Partners
Georgia
$4.29K – – –
MCC
133
Money Concepts Capital
Florida
$3.98K +$4.83K +213 New
CUAMC
134
China Universal Asset Management Company
China
$3.96K +$363 +16 +8%
JWA
135
JFS Wealth Advisors
Pennsylvania
$3.66K – – –
BAM
136
Belpointe Asset Management
Nevada
$3.61K +$4.37K +193 New
TWD
137
True Wealth Design
Ohio
$3.12K +$3.79K +167 New
BCV
138
Banque Cantonale Vaudoise
Switzerland
$3K – – –
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$3K – – –
National Bank of Canada
140
National Bank of Canada
Quebec, Canada
$2.94K – – –
HS
141
Horan Securities
United States
$2.65K – – –
TWA
142
TCI Wealth Advisors
Arizona
$2.62K – – –
S
143
SignatureFD
Georgia
$2.52K +$2.15K +95 +238%
ASN
144
Advisory Services Network
Georgia
$2.18K +$2.65K +117 New
Federated Hermes
145
Federated Hermes
Pennsylvania
$2.05K -$1.2K -53 -33%
KIA
146
Kraematon Investment Advisors
Massachusetts
$1.73K +$2.11K +93 New
TWC
147
TD Waterhouse Canada
Ontario, Canada
$1.63K -$816 -36 -29%
BCM
148
Blume Capital Management
California
$1.56K – – –
FHA
149
First Horizon Advisors
Tennessee
$1.56K – – –
AIC
150
Archer Investment Corporation
Indiana
$1.56K +$1.88K +83 New
4 5
6
7 8

INO Hedge Fund Activity: Q4 2022 in Review

183 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2022, worth a combined $197M — down 1.8% from $201M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new INO positions and 25 closed out — a net gain of 4 holders — while 57 added to existing stakes and 49 trimmed.

The largest buyer was State Street, adding an estimated $10.3M. The largest seller was Two Sigma Investments, cutting an estimated $2.79M.

  • 183 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2022, up from 182 in Q3 2022.
  • Funds reported $197M of Inovio Pharmaceuticals stock for Q4 2022, down 1.8% quarter-over-quarter.
  • 29 funds opened new Inovio Pharmaceuticals positions in Q4 2022 and 25 closed out, a net change of +4 holders.
  • The largest Inovio Pharmaceuticals buyer in Q4 2022 was State Street, an estimated $10.3M added.
  • The largest Inovio Pharmaceuticals seller in Q4 2022 was Two Sigma Investments, an estimated $2.79M sold.

Based on aggregated 13F filings for Q4 2022.