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Inovio Pharmaceuticals
INO

125 hedge funds and large institutions have $184M invested in Inovio Pharmaceuticals in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 17

90% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $1.2M

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

6% more funds holding

Funds holding: 118 → 125 (+7)

5% more capital invested

Capital invested by funds: $176M → $184M (+$8.52M)

0.18% more ownership

Funds ownership: 2.5% → 2.69% (+0.18%)

Holders
125
Holders Change
+7
Holders Change %
+5.93%
% of All Funds
3.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
55
Reduced
17
Closed
14
Calls
$2.27M
Puts
$1.2M
Net Calls
+$1.07M
Net Calls Change
+$30K

Top Buyers

1
State Street
State Street
Massachusetts
+$9.86M
2
BlackRock
BlackRock
New York
+$7.55M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.67M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.43M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.27M

Top Sellers

1
CS
Candriam SCA
Luxembourg
-$744K
2
TCM
Tanaka Capital Management
New York
-$688K
3
ARTA
A.R.T. Advisors
New York
-$618K
4
Goldman Sachs
Goldman Sachs
New York
-$582K
5
PAM
Panagora Asset Management
Massachusetts
-$326K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$42.4M +$7.55M +101,479 +22%
Vanguard Group
2
Vanguard Group
Pennsylvania
$24M +$3.43M +46,069 +17%
State Street
3
State Street
Massachusetts
$23.8M +$9.86M +132,524 +73%
WA
4
Wasatch Advisors
Utah
$17.1M +$499K +6,710 +3%
Millennium Management
5
Millennium Management
New York
$7.5M +$2.11M +28,358 +40%
Northern Trust
6
Northern Trust
Illinois
$6.61M +$906K +12,182 +16%
Morgan Stanley
7
Morgan Stanley
New York
$5.62M +$410K +5,510 +8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.78M +$1.06M +14,248 +29%
PAM
9
Panagora Asset Management
Massachusetts
$4.45M -$326K -4,387 -7%
Citadel Advisors
10
Citadel Advisors
Florida
$3.75M +$3.67M +49,336 New
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$3.73M +$2.27M +30,556 +166%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.42M +$351K +4,719 +17%
TCIM
13
TIAA CREF Investment Management
New York
$2.15M +$978K +13,137 +87%
NI
14
Numeric Investors
Massachusetts
$2.12M +$2.07M +27,808 New
Charles Schwab
15
Charles Schwab
California
$2.11M -$8.41K -113 -0.4%
UBS Group
16
UBS Group
Switzerland
$1.91M +$757K +10,173 +68%
Allianz Asset Management
17
Allianz Asset Management
Germany
$1.41M +$153K +2,054 +12%
PPA
18
Parametric Portfolio Associates
Washington
$1.2M +$1.17M +15,742 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$1.17M +$1.14M +15,309 New
Citigroup
20
Citigroup
New York
$994K +$645K +8,662 +197%
VIA
21
Vident Investment Advisory
Georgia
$947K +$28.1K +377 +3%
BG
22
Bellevue Group
Switzerland
$913K – – –
TA
23
Teachers Advisors
New York
$912K +$58.4K +785 +7%
AIM
24
ARK Investment Management
Florida
$909K +$480K +6,457 +118%
Alyeska Investment Group
25
Alyeska Investment Group
Illinois
$892K +$873K +11,727 New
1
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INO Hedge Fund Activity: Q3 2017 in Review

125 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q3 2017, worth a combined $184M — up 4.8% from $176M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new INO positions and 14 closed out — a net gain of 8 holders — while 55 added to existing stakes and 17 trimmed.

The largest buyer was State Street, adding an estimated $9.86M. The largest seller was Candriam SCA, cutting an estimated $744K.

  • 125 institutional investors held Inovio Pharmaceuticals (INO) as of Q3 2017, up from 118 in Q2 2017.
  • Funds reported $184M of Inovio Pharmaceuticals stock for Q3 2017, up 4.8% quarter-over-quarter.
  • 22 funds opened new Inovio Pharmaceuticals positions in Q3 2017 and 14 closed out, a net change of +8 holders.
  • The largest Inovio Pharmaceuticals buyer in Q3 2017 was State Street, an estimated $9.86M added.
  • The largest Inovio Pharmaceuticals seller in Q3 2017 was Candriam SCA, an estimated $744K sold.

Based on aggregated 13F filings for Q3 2017.