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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
FHA
151
First Horizon Advisors
Tennessee
$4K
TIM
152
Tevis Investment Management
Texas
$4K
PFS
153
Prospera Financial Services
Texas
$4K +$4.5K +100 New
TWC
154
TD Waterhouse Canada
Ontario, Canada
$3.79K -$24.2K -538 -87%
AF
155
Advisornet Financial
Minnesota
$3K
LC
156
Lindbrook Capital
California
$3K +$3.06K +68 New
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$2K -$1.13K -25 -28%
COCM
158
Charter Oak Capital Management
New Hampshire
$2K
FCA
159
FinTrust Capital Advisors
South Carolina
$2K
HS
160
Horan Securities
United States
$2K
KIG
161
Kessler Investment Group
Indiana
$2K
Federated Hermes
162
Federated Hermes
Pennsylvania
$2K +$2.16K +48 New
CG
163
Cutler Group
California
$1K -$141K -3,137 -99%
CFGS
164
Concourse Financial Group Securities
Alabama
$1K -$811 -18 -42%
CWP
165
Concord Wealth Partners
Virginia
$1K -$676 -15 -56%
AP
166
Atwood & Palmer
Missouri
$1K
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$1K
CAM
168
Costello Asset Management
Pennsylvania
$1K
EL
169
EMFO LLC
Florida
$1K
GWMIA
170
Global Wealth Management Investment Advisory
Florida
$1K
KFI
171
Key Financial Inc
Pennsylvania
$1K
KTC
172
Kistler-Tiffany Companies
Pennsylvania
$1K
SPIA
173
Steward Partners Investment Advisory
New York
$1K
MCC
174
Money Concepts Capital
Florida
$1K +$586 +13 New
GRP
175
Global Retirement Partners
California
$1K +$1.31K +29 New

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.