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Inovio Pharmaceuticals

127 hedge funds and large institutions have $171M invested in Inovio Pharmaceuticals in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 26

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

20% more capital invested

Capital invested by funds: $143M → $171M (+$28.1M)

2% more funds holding

Funds holding: 125127 (+2)

0.78% more ownership

Funds ownership: 3.11%3.89% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

30% less call options, than puts

Call options by funds: $267K | Put options by funds: $383K

Holders
127
Holders Change
+2
Holders Change %
+1.6%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
50
Reduced
26
Closed
10
Calls
$267K
Puts
$383K
Net Calls
-$116K
Net Calls Change
-$523K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$27.5M +$511K +10,129 +2%
WA
2
Wasatch Advisors
Utah
$21.8M +$2.14M +42,540 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$18M +$1.17M +23,173 +6%
State Street
4
State Street
Massachusetts
$15.6M +$3.44M +68,219 +24%
NAMA
5
Nikko Asset Management Americas
New York
$12.2M +$13.7M +271,877 New
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$11.9M +$13.4M +265,767 New
AIM
7
ARK Investment Management
Florida
$10.9M +$4.38M +86,996 +55%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$4.49M +$1.95M +38,761 +63%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.22M +$534K +10,593 +13%
Northern Trust
10
Northern Trust
Illinois
$4.03M +$129K +2,558 +3%
PAM
11
Panagora Asset Management
Massachusetts
$3.96M +$1.44M +28,581 +48%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$3.78M -$253K -5,016 -6%
DC
13
Defender Capital
North Carolina
$2.55M +$467K +9,275 +19%
GC
14
Guggenheim Capital
Illinois
$2.16M +$1.61K +32 +0.1%
Renaissance Technologies
15
Renaissance Technologies
New York
$2.1M +$962K +19,083 +68%
Charles Schwab
16
Charles Schwab
California
$1.87M +$46.2K +917 +2%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$1.48M +$610K +12,108 +58%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.39M +$50.8K +1,007 +3%
Deutsche Bank
19
Deutsche Bank
Germany
$1.34M +$270K +5,348 +22%
RTS
20
Round Table Services
New Jersey
$1.27M
UBS Group
21
UBS Group
Switzerland
$1.04M -$964K -19,123 -45%
Wells Fargo
22
Wells Fargo
California
$978K +$398K +7,892 +57%
TA
23
Teachers Advisors
New York
$882K +$353 +7 +0%
Ohio Public Employees Retirement System (OPERS)
24
Ohio Public Employees Retirement System (OPERS)
Ohio
$838K
TCIM
25
TIAA CREF Investment Management
New York
$729K

INO Hedge Fund Activity: Q1 2019 in Review

127 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q1 2019, worth a combined $171M — up 20% from $143M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new INO positions and 10 closed out — a net gain of 3 holders — while 50 added to existing stakes and 26 trimmed.

The largest buyer was Nikko Asset Management Americas, opening a new position worth an estimated $13.7M. The largest seller was Oxford Asset Management, cutting an estimated $1.52M.

  • 127 institutional investors held Inovio Pharmaceuticals (INO) as of Q1 2019, up from 125 in Q4 2018.
  • Funds reported $171M of Inovio Pharmaceuticals stock for Q1 2019, up 20% quarter-over-quarter.
  • 13 funds opened new Inovio Pharmaceuticals positions in Q1 2019 and 10 closed out, a net change of +3 holders.
  • The largest Inovio Pharmaceuticals buyer in Q1 2019 was Nikko Asset Management Americas, an estimated $13.7M added.
  • The largest Inovio Pharmaceuticals seller in Q1 2019 was Oxford Asset Management, an estimated $1.52M sold.

Based on aggregated 13F filings for Q1 2019.