Inovio Pharmaceuticals
182 hedge funds and large institutions have $201M invested in Inovio Pharmaceuticals in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 25 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 39
2% more capital invested
Capital invested by funds: $196M → $201M (+$4.63M)
0.25% less ownership
Funds ownership: 4.13% → 3.88% (-0.25%)
4% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 25
6% less call options, than puts
Call options by funds: $2.42M | Put options by funds: $2.57M
1% less funds holding
Funds holding: 184 → 182 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$4.48M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.29M |
| 3 |
BlackRock
New York
|
+$3.45M |
| 4 |
D.E. Shaw & Co
New York
|
+$3.31M |
| 5 |
Barclays
London,
United Kingdom
|
+$2.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$13.2M |
| 2 |
Two Sigma Investments
New York
|
-$5.72M |
| 3 |
Morgan Stanley
New York
|
-$3.06M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$2.43M |
| 5 |
Two Sigma Advisers
New York
|
-$1.64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JPLA
176
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$4K | -190 | Closed |
|
|
PFS
177
Prospera Financial Services
Dallas,
Texas
| – | -$2K | -119 | Closed |
|
|
TIM
178
Tevis Investment Management
Plano,
Texas
| – | -$2K | -83 | Closed |
|
|
COCM
179
Charter Oak Capital Management
Portsmouth,
New Hampshire
| – | -$1K | -52 | Closed |
|
180
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$1K | -38 | Closed |
|
|
SPIA
181
Steward Partners Investment Advisory
New York
| – | -$102 | -4 | -24% |
|
|
HFS
182
Hantz Financial Services
Southfield,
Michigan
| – | +$51 | +2 | +22% |
|
|
BWL
183
Bogart Wealth LLC
Mclean,
Virginia
| – | +$102 | +4 | New |
|
INO Hedge Fund Activity: Q3 2022 in Review
182 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q3 2022, worth a combined $201M — up 2.4% from $196M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of INO and 24 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 58 added.
The largest buyer was Millennium Management, opening a new position worth an estimated $4.48M. The largest seller was State Street, cutting an estimated $13.2M.
- 182 institutional investors held Inovio Pharmaceuticals (INO) as of Q3 2022, down from 184 in Q2 2022.
- Funds reported $201M of Inovio Pharmaceuticals stock for Q3 2022, up 2.4% quarter-over-quarter.
- 24 funds opened new Inovio Pharmaceuticals positions in Q3 2022 and 25 closed out, a net change of -1 holder.
- The largest Inovio Pharmaceuticals buyer in Q3 2022 was Millennium Management, an estimated $4.48M added.
- The largest Inovio Pharmaceuticals seller in Q3 2022 was State Street, an estimated $13.2M sold.
Based on aggregated 13F filings for Q3 2022.