We are live on ! Find out more
INO icon

Inovio Pharmaceuticals

130 hedge funds and large institutions have $182M invested in Inovio Pharmaceuticals in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $626K

62% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 29

60% more capital invested

Capital invested by funds: $113M → $182M (+$68.4M)

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

3% more funds holding

Funds holding: 126130 (+4)

0.33% more ownership

Funds ownership: 2.65%2.98% (+0.33%)

Holders
130
Holders Change
+4
Holders Change %
+3.17%
% of All Funds
2.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
47
Reduced
29
Closed
15
Calls
$1.16M
Puts
$626K
Net Calls
+$532K
Net Calls Change
+$693K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$38.7M +$529K +9,500 +2%
WA
2
Wasatch Advisors
Utah
$26.5M +$9.42M +169,140 +74%
Vanguard Group
3
Vanguard Group
Pennsylvania
$23.6M +$856K +15,371 +5%
State Street
4
State Street
Massachusetts
$17.1M -$3.89M -69,891 -21%
AIM
5
ARK Investment Management
Florida
$10.7M +$3.35M +60,201 +60%
Northern Trust
6
Northern Trust
Illinois
$5.77M +$50.8K +912 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.89M +$127K +2,283 +3%
Deutsche Bank
8
Deutsche Bank
Germany
$3.7M +$753K +13,522 +32%
PAM
9
Panagora Asset Management
Massachusetts
$3.6M +$1.47M +26,371 +96%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$2.89M +$1.97M +35,432 +446%
GC
11
Guggenheim Capital
Illinois
$2.81M +$1.78K +32 +0.1%
Charles Schwab
12
Charles Schwab
California
$2.7M +$185K +3,324 +9%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$2.65M +$1.45M +26,084 +192%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$2.22M +$1.85M +33,292 New
Renaissance Technologies
15
Renaissance Technologies
New York
$2.09M +$296K +5,309 +20%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.93M +$31.2K +560 +2%
RTS
17
Round Table Services
New Jersey
$1.89M +$974K +17,491 +162%
Morgan Stanley
18
Morgan Stanley
New York
$1.73M -$114K -2,044 -7%
UBS Group
19
UBS Group
Switzerland
$1.52M -$65.4K -1,174 -5%
TA
20
Teachers Advisors
New York
$1.31M +$91.7K +1,646 +9%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$1.26M +$819K +14,709 +345%
TCIM
22
TIAA CREF Investment Management
New York
$1.1M -$22.4K -403 -2%
Citigroup
23
Citigroup
New York
$1.09M +$193K +3,462 +27%
Ohio Public Employees Retirement System (OPERS)
24
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.09M +$457K +8,202 +101%
Goldman Sachs
25
Goldman Sachs
New York
$892K +$48.4K +870 +7%

INO Hedge Fund Activity: Q3 2018 in Review

130 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q3 2018, worth a combined $182M — up 60% from $113M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new INO positions and 15 closed out — a net gain of 4 holders — while 47 added to existing stakes and 29 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $9.42M. The largest seller was State Street, cutting an estimated $3.89M.

  • 130 institutional investors held Inovio Pharmaceuticals (INO) as of Q3 2018, up from 126 in Q2 2018.
  • Funds reported $182M of Inovio Pharmaceuticals stock for Q3 2018, up 60% quarter-over-quarter.
  • 19 funds opened new Inovio Pharmaceuticals positions in Q3 2018 and 15 closed out, a net change of +4 holders.
  • The largest Inovio Pharmaceuticals buyer in Q3 2018 was Wasatch Advisors, an estimated $9.42M added.
  • The largest Inovio Pharmaceuticals seller in Q3 2018 was State Street, an estimated $3.89M sold.

Based on aggregated 13F filings for Q3 2018.