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Inovio Pharmaceuticals
INO

54 hedge funds and large institutions have $50.6M invested in Inovio Pharmaceuticals in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 5

222% more capital invested

Capital invested by funds: $15.7M → $50.6M (+$34.8M)

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

54% more funds holding

Funds holding: 35 → 54 (+19)

0.09% more ownership

Funds ownership: 0.08% → 0.17% (+0.09%)

Holders
54
Holders Change
+19
Holders Change %
+54.29%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
16
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$15.4M
2
Goldman Sachs
Goldman Sachs
New York
+$2.17M
3
KCM
Knoll Capital Management
Florida
+$851K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$716K
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$521K

Top Sellers

Rank Fund Capital Flow
1
MCM
Moore Capital Management
New York
-$207K
2
Morgan Stanley
Morgan Stanley
New York
-$178K
3
Bank of America
Bank of America
North Carolina
-$160K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$154K
5
VKH
Virtu KCG Holdings
New York
-$122K
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
1
State Street
Massachusetts
$21.7M +$15.4M +153,643 +6,073%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.7M +$716K +7,151 +9%
Goldman Sachs
3
Goldman Sachs
New York
$3.01M +$2.17M +21,654 New
Morgan Stanley
4
Morgan Stanley
New York
$2.54M -$178K -1,776 -9%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.34M +$253K +2,531 +18%
KCM
6
Knoll Capital Management
Florida
$1.17M +$851K +8,507 New
Northern Trust
7
Northern Trust
Illinois
$1.04M +$131K +1,313 +21%
Citigroup
8
Citigroup
New York
$1.01M +$41.6K +416 +6%
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$727K – – –
First Eagle Investment Management
10
First Eagle Investment Management
New York
$725K +$521K +5,208 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$640K -$154K -1,537 -25%
BIT
12
BlackRock Institutional Trust
California
$488K +$16.9K +169 +5%
AQR Capital Management
13
AQR Capital Management
Connecticut
$402K +$289K +2,885 New
AIG
14
American International Group
New York
$305K +$178K +1,775 +426%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$283K – – –
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$262K +$35.3K +353 +23%
CS
17
Credit Suisse
Switzerland
$227K +$164K +1,635 New
GC
18
Guggenheim Capital
Illinois
$191K +$8.11K +81 +6%
Invesco
19
Invesco
Georgia
$182K +$131K +1,311 New
Jane Street
20
Jane Street
New York
$139K +$100K +1,001 New
Verition Fund Management
21
Verition Fund Management
Connecticut
$121K +$86.7K +866 New
TRCT
22
Tower Research Capital (TRC)
New York
$119K +$85K +849 New
Bank of America
23
Bank of America
North Carolina
$113K -$160K -1,603 -66%
CA
24
Corrado Advisors
New Jersey
$93K +$66.7K +667 New
BCM
25
Bridgeway Capital Management
Texas
$87K – – –
1
2 3

INO Hedge Fund Activity: Q4 2013 in Review

54 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2013, worth a combined $50.6M — up 222% from $15.7M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new INO positions and 5 closed out — a net gain of 20 holders — while 16 added to existing stakes and 6 trimmed.

The largest buyer was State Street, adding an estimated $15.4M. The largest seller was Moore Capital Management, exiting entirely with an estimated $207K sold.

  • 54 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2013, up from 35 in Q3 2013.
  • Funds reported $50.6M of Inovio Pharmaceuticals stock for Q4 2013, up 222% quarter-over-quarter.
  • 25 funds opened new Inovio Pharmaceuticals positions in Q4 2013 and 5 closed out, a net change of +20 holders.
  • The largest Inovio Pharmaceuticals buyer in Q4 2013 was State Street, an estimated $15.4M added.
  • The largest Inovio Pharmaceuticals seller in Q4 2013 was Moore Capital Management, an estimated $207K sold.

Based on aggregated 13F filings for Q4 2013.