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Inovio Pharmaceuticals
INO

126 hedge funds and large institutions have $135M invested in Inovio Pharmaceuticals in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less ownership

Funds ownership: 3.89% → 3.89% (-0%)

1% less funds holding

Funds holding: 127 → 126 (-1)

6% less call options, than puts

Call options by funds: $299K | Put options by funds: $318K

21% less capital invested

Capital invested by funds: $171M → $135M (-$36.2M)

Holders
126
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
37
Reduced
27
Closed
19
Calls
$299K
Puts
$318K
Net Calls
-$19K
Net Calls Change
+$97K

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$5.61M
2
NAMA
Nikko Asset Management Americas
New York
+$5.37M
3
AIM
ARK Investment Management
Florida
+$3.39M
4
WA
Wasatch Advisors
Utah
+$2.94M
5
N
Nuveen
North Carolina
+$1.5M

Top Sellers

1
State Street
State Street
Massachusetts
-$8.11M
2
PAM
Panagora Asset Management
Massachusetts
-$2.98M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.18M
4
GC
Guggenheim Capital
Illinois
-$2.16M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$22.7M +$1.11M +27,946 +5%
WA
2
Wasatch Advisors
Utah
$19.8M +$2.94M +73,943 +15%
NAMA
3
Nikko Asset Management Americas
New York
$14.4M +$5.37M +135,131 +50%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$14.4M +$5.61M +141,241 +53%
Vanguard Group
5
Vanguard Group
Pennsylvania
$14.3M +$116K +2,918 +0.7%
AIM
6
ARK Investment Management
Florida
$11.6M +$3.39M +85,452 +35%
State Street
7
State Street
Massachusetts
$5.11M -$8.11M -204,144 -59%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.53M +$226K +5,695 +6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$3.51M -$31.2K -786 -0.8%
Northern Trust
10
Northern Trust
Illinois
$3.05M -$136K -3,413 -4%
DC
11
Defender Capital
North Carolina
$1.92M -$144K -3,633 -6%
Charles Schwab
12
Charles Schwab
California
$1.42M -$69.2K -1,743 -4%
N
13
Nuveen
North Carolina
$1.33M +$1.5M +37,806 New
JP Morgan Chase
14
JP Morgan Chase
New York
$1.24M +$1.31M +32,917 +1,343%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.14M +$53.6K +1,349 +4%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$1.04M -$2.18M -54,963 -65%
RTS
17
Round Table Services
New Jersey
$998K – – –
Renaissance Technologies
18
Renaissance Technologies
New York
$631K -$1.16M -29,133 -62%
TF
19
TIAA FSB
Florida
$626K +$705K +17,734 New
Ohio Public Employees Retirement System (OPERS)
20
Ohio Public Employees Retirement System (OPERS)
Ohio
$603K -$65.3K -1,643 -9%
Wells Fargo
21
Wells Fargo
California
$556K -$242K -6,092 -28%
Swiss National Bank
22
Swiss National Bank
Switzerland
$485K – – –
AllianceBernstein
23
AllianceBernstein
Tennessee
$485K +$150K +3,775 +38%
PAM
24
Panagora Asset Management
Massachusetts
$472K -$2.98M -74,978 -85%
IG
25
ING Group
Netherlands
$429K – – –
1
2 3 4 5

INO Hedge Fund Activity: Q2 2019 in Review

126 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q2 2019, worth a combined $135M — down 21% from $171M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new INO positions and 19 closed out — a net gain of 2 holders — while 37 added to existing stakes and 27 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $5.61M. The largest seller was State Street, cutting an estimated $8.11M.

  • 126 institutional investors held Inovio Pharmaceuticals (INO) as of Q2 2019, down from 127 in Q1 2019.
  • Funds reported $135M of Inovio Pharmaceuticals stock for Q2 2019, down 21% quarter-over-quarter.
  • 21 funds opened new Inovio Pharmaceuticals positions in Q2 2019 and 19 closed out, a net change of +2 holders.
  • The largest Inovio Pharmaceuticals buyer in Q2 2019 was Sumitomo Mitsui Trust Group, an estimated $5.61M added.
  • The largest Inovio Pharmaceuticals seller in Q2 2019 was State Street, an estimated $8.11M sold.

Based on aggregated 13F filings for Q2 2019.