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Inovio Pharmaceuticals
INO

118 hedge funds and large institutions have $176M invested in Inovio Pharmaceuticals in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

69% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $1.52M

32% more capital invested

Capital invested by funds: $133M → $176M (+$43M)

32% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 25

11% more funds holding

Funds holding: 106 → 118 (+12)

0.26% more ownership

Funds ownership: 2.25% → 2.5% (+0.26%)

Holders
118
Holders Change
+12
Holders Change %
+11.32%
% of All Funds
2.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
33
Reduced
25
Closed
9
Calls
$2.57M
Puts
$1.52M
Net Calls
+$1.04M
Net Calls Change
+$746K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$5.73M
2
WA
Wasatch Advisors
Utah
+$5.65M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.58M
4
CS
Candriam SCA
Luxembourg
+$1.28M
5
Morgan Stanley
Morgan Stanley
New York
+$1.14M

Top Sellers

1
State Street
State Street
Massachusetts
-$2.38M
2
SIP
Stoneridge Investment Partners
Pennsylvania
-$1.1M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$992K
4
CS
Credit Suisse
Switzerland
-$489K
5
IG
ING Group
Netherlands
-$476K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$42.9M +$1.09M +12,776 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$25.3M +$921K +10,764 +4%
WA
3
Wasatch Advisors
Utah
$20.5M +$5.65M +66,109 +44%
State Street
4
State Street
Massachusetts
$17M -$2.38M -27,807 -13%
Northern Trust
5
Northern Trust
Illinois
$7.03M +$174K +2,030 +3%
Millennium Management
6
Millennium Management
New York
$6.61M +$5.73M +66,981 +2,035%
Morgan Stanley
7
Morgan Stanley
New York
$6.43M +$1.14M +13,359 +24%
PAM
8
Panagora Asset Management
Massachusetts
$5.92M -$244K -2,854 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.58M +$167K +1,958 +4%
Charles Schwab
10
Charles Schwab
California
$2.62M +$201K +2,348 +9%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.55M -$119K -1,397 -5%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$1.74M +$1.58M +18,436 New
Allianz Asset Management
13
Allianz Asset Management
Germany
$1.55M +$80K +935 +6%
Goldman Sachs
14
Goldman Sachs
New York
$1.46M +$763K +8,921 +136%
TCIM
15
TIAA CREF Investment Management
New York
$1.42M -$353K -4,126 -21%
CS
16
Candriam SCA
Luxembourg
$1.41M +$1.28M +15,000 New
UBS Group
17
UBS Group
Switzerland
$1.41M +$128K +1,500 +11%
VIA
18
Vident Investment Advisory
Georgia
$1.14M +$125K +1,457 +14%
BG
19
Bellevue Group
Switzerland
$1.13M – – –
TA
20
Teachers Advisors
New York
$1.05M -$123K -1,444 -11%
GCP
21
GSA Capital Partners
United Kingdom
$1.03M +$941K +11,000 New
RTS
22
Round Table Services
New Jersey
$1.01M – – –
ARTA
23
A.R.T. Advisors
New York
$1.01M +$917K +10,725 New
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$936K -$80.6K -942 -9%
Swiss National Bank
25
Swiss National Bank
Switzerland
$891K – – –
1
2 3 4 5

INO Hedge Fund Activity: Q2 2017 in Review

118 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q2 2017, worth a combined $176M — up 32% from $133M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new INO positions and 9 closed out — a net gain of 13 holders — while 33 added to existing stakes and 25 trimmed.

The largest buyer was Millennium Management, adding an estimated $5.73M. The largest seller was State Street, cutting an estimated $2.38M.

  • 118 institutional investors held Inovio Pharmaceuticals (INO) as of Q2 2017, up from 106 in Q1 2017.
  • Funds reported $176M of Inovio Pharmaceuticals stock for Q2 2017, up 32% quarter-over-quarter.
  • 22 funds opened new Inovio Pharmaceuticals positions in Q2 2017 and 9 closed out, a net change of +13 holders.
  • The largest Inovio Pharmaceuticals buyer in Q2 2017 was Millennium Management, an estimated $5.73M added.
  • The largest Inovio Pharmaceuticals seller in Q2 2017 was State Street, an estimated $2.38M sold.

Based on aggregated 13F filings for Q2 2017.