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Inovio Pharmaceuticals

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: 182183 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
151
Cornerstone Planning Group
New Jersey
$1.51K +$1.7K +75 New
Dimensional Fund Advisors
152
Dimensional Fund Advisors
Texas
$1.47K +$1.45M +63,810 +429%
AF
153
Advisornet Financial
Minnesota
$1.09K
CG
154
Cutler Group
California
$1K -$1.52K -67 -54%
HGERS
155
Householder Group Estate & Retirement Specialist
Arizona
$1K
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$1K
CSPIA
157
Cary Street Partners Investment Advisory
Virginia
$780 +$952 +42 New
BIA
158
Bell Investment Advisors
California
$585
KTC
159
Kistler-Tiffany Companies
Pennsylvania
$569
HI
160
Harbour Investments
Wisconsin
$482 +$227 +10 +63%
LC
161
Lindbrook Capital
California
$466 +$340 +15 +150%
AP
162
Atwood & Palmer
Missouri
$351
CA
163
CoreCap Advisors
Michigan
$312 +$385 +17 New
KFI
164
Key Financial Inc
Pennsylvania
$302
CWM
165
Compass Wealth Management
Connecticut
$265 +$317 +14 New
SPIA
166
Steward Partners Investment Advisory
New York
$245
APC
167
Aspire Private Capital
North Carolina
$156
LFG
168
Larson Financial Group
Missouri
$156
NSIM
169
North Star Investment Management
Illinois
$147
AFG
170
Albion Financial Group
Utah
$98
PWMG
171
Prestige Wealth Management Group
New Jersey
$86
BWL
172
Bogart Wealth LLC
Virginia
$86 +$23 +1 +25%
EI
173
Ellevest Inc
New York
$76 +$91 +4 New
PA
174
PSI Advisors
Florida
$64
FGAM
175
Financial Gravity Asset Management
Texas
$60 -$23 -1 Closed

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.