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Inovio Pharmaceuticals
INO

106 hedge funds and large institutions have $133M invested in Inovio Pharmaceuticals in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $716K

0.05% less ownership

Funds ownership: 2.3% → 2.25% (-0.05%)

6% less capital invested

Capital invested by funds: $142M → $133M (-$9.09M)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

15% less funds holding

Funds holding: 125 → 106 (-19)

62% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 21

Holders
106
Holders Change
-19
Holders Change %
-15.2%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
33
Closed
21
Calls
$1.01M
Puts
$716K
Net Calls
+$299K
Net Calls Change
+$74K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$35.3M
2
PAM
Panagora Asset Management
Massachusetts
+$2.59M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.51M
4
TCM
Tanaka Capital Management
New York
+$644K
5
CS
Credit Suisse
Switzerland
+$459K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.98M
2
Morgan Stanley
Morgan Stanley
New York
-$1.21M
3
Millennium Management
Millennium Management
New York
-$1.06M
4
Citigroup
Citigroup
New York
-$874K
5
ERSOT
Employees Retirement System of Texas
Texas
-$861K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$35.2M +$35.3M +442,451 +80,592%
Vanguard Group
2
Vanguard Group
Pennsylvania
$20.5M +$1.51M +18,905 +8%
State Street
3
State Street
Massachusetts
$16.6M -$301K -3,780 -2%
WA
4
Wasatch Advisors
Utah
$12M -$181K -2,269 -1%
Northern Trust
5
Northern Trust
Illinois
$5.77M +$304K +3,820 +6%
PAM
6
Panagora Asset Management
Massachusetts
$5.22M +$2.59M +32,532 +98%
Morgan Stanley
7
Morgan Stanley
New York
$4.37M -$1.21M -15,210 -22%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.71M +$412K +5,170 +12%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.27M +$78.1K +980 +4%
Charles Schwab
10
Charles Schwab
California
$2.02M +$112K +1,404 +6%
SIP
11
Stoneridge Investment Partners
Pennsylvania
$1.68M +$13.8K +173 +0.8%
New York State Common Retirement Fund
12
New York State Common Retirement Fund
New York
$1.65M +$120K +1,502 +8%
TCIM
13
TIAA CREF Investment Management
New York
$1.52M -$91K -1,142 -6%
Allianz Asset Management
14
Allianz Asset Management
Germany
$1.24M +$347K +4,359 +39%
UBS Group
15
UBS Group
Switzerland
$1.07M -$653K -8,196 -38%
TA
16
Teachers Advisors
New York
$1M +$22.6K +284 +2%
BG
17
Bellevue Group
Switzerland
$953K -$73.1K -917 -7%
CS
18
Credit Suisse
Switzerland
$879K +$459K +5,755 +109%
California State Teachers Retirement System (CalSTRS)
19
California State Teachers Retirement System (CalSTRS)
California
$865K -$41.2K -517 -5%
RTS
20
Round Table Services
New Jersey
$857K – – –
VIA
21
Vident Investment Advisory
Georgia
$843K +$141K +1,769 +20%
Wells Fargo
22
Wells Fargo
California
$825K +$185K +2,324 +29%
Swiss National Bank
23
Swiss National Bank
Switzerland
$753K – – –
TCM
24
Tanaka Capital Management
New York
$642K +$644K +8,077 New
IG
25
ING Group
Netherlands
$574K – – –
1
2 3 4 5

INO Hedge Fund Activity: Q1 2017 in Review

106 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q1 2017, worth a combined $133M — down 6.4% from $142M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of INO and 8 opened new positions — a net loss of 13 holders — while 33 trimmed existing stakes and 28 added.

The largest buyer was BlackRock, adding an estimated $35.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.98M sold.

  • 106 institutional investors held Inovio Pharmaceuticals (INO) as of Q1 2017, down from 125 in Q4 2016.
  • Funds reported $133M of Inovio Pharmaceuticals stock for Q1 2017, down 6.4% quarter-over-quarter.
  • 8 funds opened new Inovio Pharmaceuticals positions in Q1 2017 and 21 closed out, a net change of -13 holders.
  • The largest Inovio Pharmaceuticals buyer in Q1 2017 was BlackRock, an estimated $35.3M added.
  • The largest Inovio Pharmaceuticals seller in Q1 2017 was Susquehanna International Group, an estimated $1.98M sold.

Based on aggregated 13F filings for Q1 2017.