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Inovio Pharmaceuticals
INO

84 hedge funds and large institutions have $137M invested in Inovio Pharmaceuticals in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 20

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

11% more funds holding

Funds holding: 76 → 84 (+8)

10% more capital invested

Capital invested by funds: $125M → $137M (+$12.5M)

0.33% more ownership

Funds ownership: 1.6% → 1.93% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

39% less call options, than puts

Call options by funds: $4.24M | Put options by funds: $6.92M

Holders
84
Holders Change
+8
Holders Change %
+10.53%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
31
Reduced
20
Closed
16
Calls
$4.24M
Puts
$6.92M
Net Calls
-$2.69M
Net Calls Change
+$8.71M

Top Buyers

1
PI
Putnam Investments
Massachusetts
+$7.76M
2
Northern Trust
Northern Trust
Illinois
+$5.14M
3
CCA
Catalyst Capital Advisors
New York
+$3.69M
4
CCM
Camber Capital Management
Massachusetts
+$2.6M
5
GC
Guggenheim Capital
Illinois
+$2.36M

Top Sellers

1
TCIM
TIAA CREF Investment Management
New York
-$4.17M
2
BG
BlackRock Group
United Kingdom
-$1.51M
3
Goldman Sachs
Goldman Sachs
New York
-$1.12M
4
Jane Street
Jane Street
New York
-$843K
5
Millennium Management
Millennium Management
New York
-$665K
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
1
State Street
Massachusetts
$23.1M +$513K +4,117 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$17.2M +$657K +5,269 +4%
BFA
3
BlackRock Fund Advisors
California
$14.1M -$485K -3,896 -3%
Morgan Stanley
4
Morgan Stanley
New York
$9.28M +$509K +4,082 +5%
PI
5
Putnam Investments
Massachusetts
$7.36M +$7.76M +62,285 New
Northern Trust
6
Northern Trust
Illinois
$6.55M +$5.14M +41,227 +291%
BIT
7
BlackRock Institutional Trust
California
$6.5M -$587K -4,709 -8%
Goldman Sachs
8
Goldman Sachs
New York
$3.62M -$1.12M -9,024 -23%
CCA
9
Catalyst Capital Advisors
New York
$3.5M +$3.69M +29,583 New
TA
10
Teachers Advisors
New York
$3.49M +$460K +3,688 +14%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.22M +$271K +2,173 +9%
TCIM
12
TIAA CREF Investment Management
New York
$2.96M -$4.17M -33,468 -57%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.69M +$88.3K +709 +3%
CCM
14
Camber Capital Management
Massachusetts
$2.46M +$2.6M +20,833 New
GC
15
Guggenheim Capital
Illinois
$2.24M +$2.36M +18,932 New
BIM
16
BlackRock Investment Management
Delaware
$1.76M +$24.4K +196 +1%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.71M +$470K +3,770 +35%
ARTA
18
A.R.T. Advisors
New York
$1.6M +$1.69M +13,532 New
U
19
UBS
Switzerland
$1.58M +$1.6M +12,848 +2,328%
WA
20
Wasatch Advisors
Utah
$1.33M +$1.17M +9,379 +499%
SIP
21
Stoneridge Investment Partners
Pennsylvania
$1.18M +$1.24M +9,971 New
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$1.09M +$12.8K +103 +1%
Charles Schwab
23
Charles Schwab
California
$1.07M +$210K +1,683 +23%
BA
24
BlackRock Advisors
Delaware
$1.07M +$761K +6,110 +209%
KCM
25
Knoll Capital Management
Florida
$1.01M – – –
1
2 3 4

INO Hedge Fund Activity: Q3 2014 in Review

84 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q3 2014, worth a combined $137M — up 10% from $125M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new INO positions and 16 closed out — a net gain of 8 holders — while 31 added to existing stakes and 20 trimmed.

The largest buyer was Putnam Investments, opening a new position worth an estimated $7.76M. The largest seller was TIAA CREF Investment Management, cutting an estimated $4.17M.

  • 84 institutional investors held Inovio Pharmaceuticals (INO) as of Q3 2014, up from 76 in Q2 2014.
  • Funds reported $137M of Inovio Pharmaceuticals stock for Q3 2014, up 10% quarter-over-quarter.
  • 24 funds opened new Inovio Pharmaceuticals positions in Q3 2014 and 16 closed out, a net change of +8 holders.
  • The largest Inovio Pharmaceuticals buyer in Q3 2014 was Putnam Investments, an estimated $7.76M added.
  • The largest Inovio Pharmaceuticals seller in Q3 2014 was TIAA CREF Investment Management, an estimated $4.17M sold.

Based on aggregated 13F filings for Q3 2014.