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Inovio Pharmaceuticals
INO

118 hedge funds and large institutions have $95.2M invested in Inovio Pharmaceuticals in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

0.01% more ownership

Funds ownership: 3.89% → 3.9% (+0.01%)

6% less funds holding

Funds holding: 126 → 118 (-8)

29% less capital invested

Capital invested by funds: $135M → $95.2M (-$39.3M)

43% less call options, than puts

Call options by funds: $71K | Put options by funds: $124K

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
36
Reduced
31
Closed
16
Calls
$71K
Puts
$124K
Net Calls
-$53K
Net Calls Change
-$34K

Top Buyers

1
NAMA
Nikko Asset Management Americas
New York
+$690K
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$690K
3
AIM
ARK Investment Management
Florida
+$678K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$638K
5
Northern Trust
Northern Trust
Illinois
+$293K

Top Sellers

1
IG
ING Group
Netherlands
-$429K
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$368K
3
Two Sigma Investments
Two Sigma Investments
New York
-$265K
4
PAM
Panagora Asset Management
Massachusetts
-$263K
5
WA
Wasatch Advisors
Utah
-$236K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$16M +$267K +8,797 +1%
WA
2
Wasatch Advisors
Utah
$13.6M -$236K -7,765 -1%
NAMA
3
Nikko Asset Management Americas
New York
$10.6M +$690K +22,688 +6%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$10.6M +$690K +22,688 +6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$10.5M +$638K +20,986 +5%
AIM
6
ARK Investment Management
Florida
$8.66M +$678K +22,306 +7%
State Street
7
State Street
Massachusetts
$3.58M +$17.7K +583 +0.4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.65M +$236K +7,761 +8%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$2.45M – – –
Northern Trust
10
Northern Trust
Illinois
$2.36M +$293K +9,621 +11%
DC
11
Defender Capital
North Carolina
$1.28M -$67.2K -2,209 -4%
Charles Schwab
12
Charles Schwab
California
$1.16M +$209K +6,864 +17%
JP Morgan Chase
13
JP Morgan Chase
New York
$925K +$68.5K +2,254 +6%
N
14
Nuveen
North Carolina
$904K -$32K -1,053 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$767K -$36.8K -1,209 -4%
RTS
16
Round Table Services
New Jersey
$696K – – –
TF
17
TIAA FSB
Florida
$436K – – –
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$426K -$368K -12,096 -41%
Ohio Public Employees Retirement System (OPERS)
19
Ohio Public Employees Retirement System (OPERS)
Ohio
$420K – – –
Wells Fargo
20
Wells Fargo
California
$401K +$16.8K +552 +4%
Swiss National Bank
21
Swiss National Bank
Switzerland
$358K +$24.8K +817 +6%
AllianceBernstein
22
AllianceBernstein
Tennessee
$338K – – –
DC
23
Davenport & Co
Virginia
$301K – – –
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$290K – – –
Morgan Stanley
25
Morgan Stanley
New York
$287K +$123K +4,032 +53%
1
2 3 4 5

INO Hedge Fund Activity: Q3 2019 in Review

118 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q3 2019, worth a combined $95.2M — down 29% from $135M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of INO and 8 opened new positions — a net loss of 8 holders — while 31 trimmed existing stakes and 36 added.

The largest buyer was Nikko Asset Management Americas, adding an estimated $690K. The largest seller was ING Group, exiting entirely with an estimated $429K sold.

  • 118 institutional investors held Inovio Pharmaceuticals (INO) as of Q3 2019, down from 126 in Q2 2019.
  • Funds reported $95.2M of Inovio Pharmaceuticals stock for Q3 2019, down 29% quarter-over-quarter.
  • 8 funds opened new Inovio Pharmaceuticals positions in Q3 2019 and 16 closed out, a net change of -8 holders.
  • The largest Inovio Pharmaceuticals buyer in Q3 2019 was Nikko Asset Management Americas, an estimated $690K added.
  • The largest Inovio Pharmaceuticals seller in Q3 2019 was ING Group, an estimated $429K sold.

Based on aggregated 13F filings for Q3 2019.