We are live on ! Find out more
INO icon

Inovio Pharmaceuticals

125 hedge funds and large institutions have $142M invested in Inovio Pharmaceuticals in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

8% more call options, than puts

Call options by funds: $3.22M | Put options by funds: $2.99M

6% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 34

0% more funds holding

Funds holding: 125125 (0)

0.65% less ownership

Funds ownership: 2.95%2.3% (-0.65%)

28% less capital invested

Capital invested by funds: $196M → $142M (-$54.5M)

Holders
125
Holders Change
Holders Change %
0%
% of All Funds
3.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
36
Reduced
34
Closed
14
Calls
$3.22M
Puts
$2.99M
Net Calls
+$225K
Net Calls Change
-$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$22M +$2.61M +28,853 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$19.9M +$448K +4,957 +2%
State Street
3
State Street
Massachusetts
$17.7M -$3.27M -36,143 -15%
WA
4
Wasatch Advisors
Utah
$12.8M -$127K -1,401 -0.9%
BIT
5
BlackRock Institutional Trust
California
$12.8M +$34.6K +383 +0.3%
Morgan Stanley
6
Morgan Stanley
New York
$5.85M +$1.79M +19,813 +39%
Northern Trust
7
Northern Trust
Illinois
$5.73M +$110K +1,216 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.46M +$103K +1,138 +3%
PAM
9
Panagora Asset Management
Massachusetts
$2.77M
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.29M +$83.7K +926 +3%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.07M -$4.43K -49 -0.2%
Charles Schwab
12
Charles Schwab
California
$2.01M +$118K +1,304 +6%
UBS Group
13
UBS Group
Switzerland
$1.8M +$441K +4,880 +29%
BIM
14
BlackRock Investment Management
Delaware
$1.79M -$6.96K -77 -0.4%
SIP
15
Stoneridge Investment Partners
Pennsylvania
$1.75M
TCIM
16
TIAA CREF Investment Management
New York
$1.69M -$418K -4,628 -19%
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$1.6M
Millennium Management
18
Millennium Management
New York
$1.38M +$1.5M +16,601 New
Citigroup
19
Citigroup
New York
$1.22M +$749K +8,279 +129%
BG
20
Bellevue Group
Switzerland
$1.08M
TA
21
Teachers Advisors
New York
$1.03M -$2.08K -23 -0.2%
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$950K -$27.9K -308 -3%
Allianz Asset Management
23
Allianz Asset Management
Germany
$934K -$133K -1,466 -12%
RTS
24
Round Table Services
New Jersey
$899K
ERSOT
25
Employees Retirement System of Texas
Texas
$861K

INO Hedge Fund Activity: Q4 2016 in Review

125 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2016, worth a combined $142M — down 28% from $196M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new INO positions and 14 closed out — a net gain of 3 holders — while 36 added to existing stakes and 34 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $2.61M. The largest seller was Invesco, exiting entirely with an estimated $7.43M sold.

  • 125 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $142M of Inovio Pharmaceuticals stock for Q4 2016, down 28% quarter-over-quarter.
  • 17 funds opened new Inovio Pharmaceuticals positions in Q4 2016 and 14 closed out, a net change of +3 holders.
  • The largest Inovio Pharmaceuticals buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $2.61M added.
  • The largest Inovio Pharmaceuticals seller in Q4 2016 was Invesco, an estimated $7.43M sold.

Based on aggregated 13F filings for Q4 2016.