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Inovio Pharmaceuticals
INO

94 hedge funds and large institutions have $161M invested in Inovio Pharmaceuticals in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

17% more capital invested

Capital invested by funds: $137M → $161M (+$23.9M)

12% more funds holding

Funds holding: 84 → 94 (+10)

0.5% more ownership

Funds ownership: 1.93% → 2.43% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

14% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 28

27% less call options, than puts

Call options by funds: $2.14M | Put options by funds: $2.93M

Holders
94
Holders Change
+10
Holders Change %
+11.9%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
24
Reduced
28
Closed
14
Calls
$2.14M
Puts
$2.93M
Net Calls
-$787K
Net Calls Change
+$1.9M

Top Buyers

1
WA
Wasatch Advisors
Utah
+$17.9M
2
BFA
BlackRock Fund Advisors
California
+$9.65M
3
State Street
State Street
Massachusetts
+$5.75M
4
BIT
BlackRock Institutional Trust
California
+$2.67M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.93M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.97M
2
TA
Teachers Advisors
New York
-$2.74M
3
ARTA
A.R.T. Advisors
New York
-$1.6M
4
Goldman Sachs
Goldman Sachs
New York
-$942K
5
TCIM
TIAA CREF Investment Management
New York
-$838K
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
1
State Street
Massachusetts
$26.7M +$5.75M +47,089 +24%
BFA
2
BlackRock Fund Advisors
California
$21.9M +$9.65M +79,000 +66%
Vanguard Group
3
Vanguard Group
Pennsylvania
$17.7M +$1.93M +15,800 +11%
WA
4
Wasatch Advisors
Utah
$17.4M +$17.9M +146,444 +1,301%
BIT
5
BlackRock Institutional Trust
California
$8.47M +$2.67M +21,821 +40%
PI
6
Putnam Investments
Massachusetts
$6.88M +$16.5K +135 +0.2%
Northern Trust
7
Northern Trust
Illinois
$6.01M -$98K -802 -1%
Morgan Stanley
8
Morgan Stanley
New York
$5.98M -$2.97M -24,306 -31%
CCA
9
Catalyst Capital Advisors
New York
$3.26M – – –
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.04M +$48.3K +395 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.91M +$447K +3,661 +16%
Goldman Sachs
12
Goldman Sachs
New York
$2.52M -$942K -7,707 -25%
GC
13
Guggenheim Capital
Illinois
$2.43M +$380K +3,107 +16%
SIP
14
Stoneridge Investment Partners
Pennsylvania
$2.31M +$1.34M +11,007 +110%
CCM
15
Camber Capital Management
Massachusetts
$2.29M – – –
TCIM
16
TIAA CREF Investment Management
New York
$2M -$838K -6,857 -27%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.65M +$54.7K +448 +3%
BIM
18
BlackRock Investment Management
Delaware
$1.62M -$27K -221 -1%
UBS Group
19
UBS Group
Switzerland
$1.53M +$1.7M +13,909 New
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$1.43M +$1.59M +12,983 New
ERSOT
21
Employees Retirement System of Texas
Texas
$1.38M +$1.53M +12,500 New
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$1.33M +$827K +6,769 +128%
CS
23
Credit Suisse
Switzerland
$1.09M +$189K +1,548 +19%
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$1.02M +$4.77K +39 +0.4%
Charles Schwab
25
Charles Schwab
California
$996K – – –
1
2 3 4 5

INO Hedge Fund Activity: Q4 2014 in Review

94 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2014, worth a combined $161M — up 17% from $137M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new INO positions and 14 closed out — a net gain of 11 holders — while 24 added to existing stakes and 28 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $17.9M. The largest seller was Morgan Stanley, cutting an estimated $2.97M.

  • 94 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2014, up from 84 in Q3 2014.
  • Funds reported $161M of Inovio Pharmaceuticals stock for Q4 2014, up 17% quarter-over-quarter.
  • 25 funds opened new Inovio Pharmaceuticals positions in Q4 2014 and 14 closed out, a net change of +11 holders.
  • The largest Inovio Pharmaceuticals buyer in Q4 2014 was Wasatch Advisors, an estimated $17.9M added.
  • The largest Inovio Pharmaceuticals seller in Q4 2014 was Morgan Stanley, an estimated $2.97M sold.

Based on aggregated 13F filings for Q4 2014.