We are live on ! Find out more
INO icon

Inovio Pharmaceuticals
INO

35 hedge funds and large institutions have $15.7M invested in Inovio Pharmaceuticals in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

193% more capital invested

Capital invested by funds: $5.36M → $15.7M (+$10.3M)

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

40% more funds holding

Funds holding: 25 → 35 (+10)

0.01% more ownership

Funds ownership: 0.08% → 0.08% (+0.01%)

Holders
35
Holders Change
+10
Holders Change %
+40%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
11
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$787K
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$421K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$371K
4
BIT
BlackRock Institutional Trust
California
+$280K
5
MCM
Moore Capital Management
New York
+$175K

Top Sellers

1
AWMDMG
Austin W. Marxe & David M. Greenhouse
New York
-$476K
2
JP Morgan Chase
JP Morgan Chase
New York
-$121K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$57K
4
Nomura Holdings
Nomura Holdings
Japan
-$46K
5
UAS
United Asset Strategies
New York
-$10K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.62M +$371K +4,429 +6%
Morgan Stanley
2
Morgan Stanley
New York
$1.99M +$787K +9,393 +88%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$1.42M +$93.8K +1,119 +8%
Citigroup
4
Citigroup
New York
$682K +$76K +907 +15%
Northern Trust
5
Northern Trust
Illinois
$615K +$167K +1,998 +48%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$610K +$421K +5,018 +449%
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$507K – – –
BIT
8
BlackRock Institutional Trust
California
$332K +$280K +3,338 New
State Street
9
State Street
Massachusetts
$252K +$121K +1,448 +134%
Bank of America
10
Bank of America
North Carolina
$240K +$5.2K +62 +3%
MCM
11
Moore Capital Management
New York
$207K +$175K +2,083 New
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$202K -$4.53K -54 -3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$152K +$128K +1,527 New
GC
14
Guggenheim Capital
Illinois
$128K – – –
VKH
15
Virtu KCG Holdings
New York
$122K +$103K +1,223 New
Nomura Holdings
16
Nomura Holdings
Japan
$113K -$46K -549 -32%
ARTA
17
A.R.T. Advisors
New York
$96K +$81.1K +968 New
BCM
18
Bridgeway Capital Management
Texas
$62K +$52.4K +625 New
BA
19
BlackRock Advisors
Delaware
$58K +$20.4K +243 +72%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$51K +$9.64K +115 +29%
AIG
21
American International Group
New York
$41.4K +$35K +417 New
Prudential Financial
22
Prudential Financial
New Jersey
$33K -$6.12K -73 -18%
VFS
23
VSR Financial Services
Kansas
$31K +$8.8K +105 +50%
N
24
Natixis
France
$28K +$23.2K +277 New
WAM
25
World Asset Management
Michigan
$22K +$18.9K +225 New
1
2

INO Hedge Fund Activity: Q3 2013 in Review

35 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q3 2013, worth a combined $15.7M — up 193% from $5.36M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new INO positions and 6 closed out — a net gain of 10 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $787K. The largest seller was Austin W. Marxe & David M. Greenhouse, exiting entirely with an estimated $476K sold.

  • 35 institutional investors held Inovio Pharmaceuticals (INO) as of Q3 2013, up from 25 in Q2 2013.
  • Funds reported $15.7M of Inovio Pharmaceuticals stock for Q3 2013, up 193% quarter-over-quarter.
  • 16 funds opened new Inovio Pharmaceuticals positions in Q3 2013 and 6 closed out, a net change of +10 holders.
  • The largest Inovio Pharmaceuticals buyer in Q3 2013 was Morgan Stanley, an estimated $787K added.
  • The largest Inovio Pharmaceuticals seller in Q3 2013 was Austin W. Marxe & David M. Greenhouse, an estimated $476K sold.

Based on aggregated 13F filings for Q3 2013.