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Inovio Pharmaceuticals

106 hedge funds and large institutions have $160M invested in Inovio Pharmaceuticals in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more capital invested

Capital invested by funds: $95.2M → $160M (+$64.7M)

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

21% more call options, than puts

Call options by funds: $481K | Put options by funds: $398K

0.13% more ownership

Funds ownership: 3.9%4.04% (+0.13%)

10% less funds holding

Funds holding: 118106 (-12)

48% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 25

Holders
106
Holders Change
-12
Holders Change %
-10.17%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
36
Reduced
26
Closed
25
Calls
$481K
Puts
$398K
Net Calls
+$83K
Net Calls Change
+$136K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$25.2M -$451K -14,982 -2%
WA
2
Wasatch Advisors
Utah
$24.7M +$2.11M +70,023 +13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$16.7M -$150K -4,970 -1%
NAMA
4
Nikko Asset Management Americas
New York
$16.7M -$273K -9,062 -2%
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$16.7M -$273K -9,062 -2%
AIM
6
ARK Investment Management
Florida
$15.1M +$909K +30,190 +9%
State Street
7
State Street
Massachusetts
$5.23M -$400K -13,276 -9%
Morgan Stanley
8
Morgan Stanley
New York
$4.59M +$3.14M +104,268 +891%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.46M +$146K +4,866 +5%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$3.58M -$276K -9,180 -9%
Northern Trust
11
Northern Trust
Illinois
$3.46M -$268K -8,909 -9%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$3.06M +$2.33M +77,298 New
DC
13
Defender Capital
North Carolina
$1.88M -$129K -4,291 -8%
Charles Schwab
14
Charles Schwab
California
$1.86M +$1.59K +53 +0.1%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$1.4M +$542K +18,024 +104%
Renaissance Technologies
16
Renaissance Technologies
New York
$1.19M +$563K +18,716 +166%
N
17
Nuveen
North Carolina
$1.1M -$273K -9,077 -25%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$988K -$189K -6,265 -20%
Ohio Public Employees Retirement System (OPERS)
19
Ohio Public Employees Retirement System (OPERS)
Ohio
$677K
Goldman Sachs
20
Goldman Sachs
New York
$603K +$202K +6,715 +79%
JP Morgan Chase
21
JP Morgan Chase
New York
$561K -$706K -23,452 -62%
AllianceBernstein
22
AllianceBernstein
Tennessee
$545K
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$518K +$283K +9,400 +256%
Two Sigma Investments
24
Two Sigma Investments
New York
$505K +$342K +11,366 +821%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$467K +$752 +25 +0.2%

INO Hedge Fund Activity: Q4 2019 in Review

106 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2019, worth a combined $160M — up 68% from $95.2M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of INO and 13 opened new positions — a net loss of 12 holders — while 26 trimmed existing stakes and 36 added.

The largest buyer was Morgan Stanley, adding an estimated $3.14M. The largest seller was JP Morgan Chase, cutting an estimated $706K.

  • 106 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2019, down from 118 in Q3 2019.
  • Funds reported $160M of Inovio Pharmaceuticals stock for Q4 2019, up 68% quarter-over-quarter.
  • 13 funds opened new Inovio Pharmaceuticals positions in Q4 2019 and 25 closed out, a net change of -12 holders.
  • The largest Inovio Pharmaceuticals buyer in Q4 2019 was Morgan Stanley, an estimated $3.14M added.
  • The largest Inovio Pharmaceuticals seller in Q4 2019 was JP Morgan Chase, an estimated $706K sold.

Based on aggregated 13F filings for Q4 2019.