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Inovio Pharmaceuticals
INO

133 hedge funds and large institutions have $118M invested in Inovio Pharmaceuticals in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

6% more funds holding

Funds holding: 125 → 133 (+8)

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

0.04% less ownership

Funds ownership: 2.69% → 2.64% (-0.04%)

20% less call options, than puts

Call options by funds: $405K | Put options by funds: $504K

36% less capital invested

Capital invested by funds: $184M → $118M (-$66M)

Holders
133
Holders Change
+8
Holders Change %
+6.4%
% of All Funds
3.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
36
Reduced
33
Closed
19
Calls
$405K
Puts
$504K
Net Calls
-$99K
Net Calls Change
-$1.17M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$1.88M
2
Deutsche Bank
Deutsche Bank
Germany
+$1.65M
3
State Street
State Street
Massachusetts
+$1.29M
4
AIM
ARK Investment Management
Florida
+$738K
5
VIA
Vident Investment Advisory
Georgia
+$735K

Top Sellers

1
Millennium Management
Millennium Management
New York
-$5.84M
2
Morgan Stanley
Morgan Stanley
New York
-$3M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.64M
4
TCIM
TIAA CREF Investment Management
New York
-$739K
5
GCP
GSA Capital Partners
United Kingdom
-$731K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$27.4M -$308K -4,963 -0.9%
State Street
2
State Street
Massachusetts
$16.6M +$1.29M +20,807 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$16M +$541K +8,734 +3%
WA
4
Wasatch Advisors
Utah
$11M -$139K -2,237 -1%
Northern Trust
5
Northern Trust
Illinois
$4.2M -$131K -2,114 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.44M +$408K +6,583 +10%
Citadel Advisors
7
Citadel Advisors
Florida
$2.92M +$591K +9,541 +19%
PAM
8
Panagora Asset Management
Massachusetts
$2.76M -$171K -2,765 -5%
Deutsche Bank
9
Deutsche Bank
Germany
$1.86M +$1.65M +26,698 +248%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.5M +$1.88M +30,332 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.47M -$132K -2,123 -7%
Charles Schwab
12
Charles Schwab
California
$1.38M +$12.1K +195 +0.7%
NI
13
Numeric Investors
Massachusetts
$1.37M -$6.26K -101 -0.4%
Morgan Stanley
14
Morgan Stanley
New York
$1.27M -$3M -48,323 -65%
VIA
15
Vident Investment Advisory
Georgia
$1.21M +$735K +11,860 +95%
AIM
16
ARK Investment Management
Florida
$1.18M +$738K +11,907 +100%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$1.11M -$1.64M -26,534 -54%
PPA
18
Parametric Portfolio Associates
Washington
$929K +$186K +3,008 +19%
Allianz Asset Management
19
Allianz Asset Management
Germany
$908K -$15K -242 -1%
Citigroup
20
Citigroup
New York
$890K +$303K +4,895 +37%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$876K +$147K +2,367 +15%
TCIM
22
TIAA CREF Investment Management
New York
$807K -$739K -11,924 -42%
Wells Fargo
23
Wells Fargo
California
$739K +$389K +6,277 +73%
UBS Group
24
UBS Group
Switzerland
$713K -$666K -10,747 -43%
TA
25
Teachers Advisors
New York
$661K +$83.2K +1,342 +11%
1
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INO Hedge Fund Activity: Q4 2017 in Review

133 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2017, worth a combined $118M — down 36% from $184M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new INO positions and 19 closed out — a net gain of 8 holders — while 36 added to existing stakes and 33 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $1.88M. The largest seller was Millennium Management, cutting an estimated $5.84M.

  • 133 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2017, up from 125 in Q3 2017.
  • Funds reported $118M of Inovio Pharmaceuticals stock for Q4 2017, down 36% quarter-over-quarter.
  • 27 funds opened new Inovio Pharmaceuticals positions in Q4 2017 and 19 closed out, a net change of +8 holders.
  • The largest Inovio Pharmaceuticals buyer in Q4 2017 was Renaissance Technologies, an estimated $1.88M added.
  • The largest Inovio Pharmaceuticals seller in Q4 2017 was Millennium Management, an estimated $5.84M sold.

Based on aggregated 13F filings for Q4 2017.