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Inovio Pharmaceuticals

158 hedge funds and large institutions have $327M invested in Inovio Pharmaceuticals in 2020 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 18

105% more capital invested

Capital invested by funds: $160M → $327M (+$168M)

62% more call options, than puts

Call options by funds: $36M | Put options by funds: $22.2M

49% more funds holding

Funds holding: 106158 (+52)

47% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 30

1.52% less ownership

Funds ownership: 4.04%2.52% (-1.5%)

Holders
158
Holders Change
+52
Holders Change %
+49.06%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
73
Increased
44
Reduced
30
Closed
18
Calls
$36M
Puts
$22.2M
Net Calls
+$13.7M
Net Calls Change
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$64.2M +$5.1M +82,707 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$41.6M +$2.78M +45,143 +11%
WA
3
Wasatch Advisors
Utah
$26.8M -$19.9M -323,502 -52%
VA
4
VR Adviser
New York
$21.6M +$14.9M +241,667 New
NAMA
5
Nikko Asset Management Americas
New York
$20.2M -$12M -194,469 -46%
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$20.2M -$12M -194,469 -46%
State Street
7
State Street
Massachusetts
$12.9M +$773K +12,535 +9%
Millennium Management
8
Millennium Management
New York
$12.6M +$8.61M +139,576 +9,998%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$12.5M +$1.71M +27,782 +25%
AIM
10
ARK Investment Management
Florida
$12.2M -$15.1M -245,587 -64%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$9.56M +$6.6M +107,102 New
Northern Trust
12
Northern Trust
Illinois
$9.04M +$867K +14,058 +16%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$5.87M -$1.52M -24,597 -27%
Charles Schwab
14
Charles Schwab
California
$5.71M +$1.04M +16,946 +36%
Renaissance Technologies
15
Renaissance Technologies
New York
$4.49M +$1.25M +20,302 +68%
N
16
Nuveen
North Carolina
$4.13M +$1.15M +18,630 +67%
Goldman Sachs
17
Goldman Sachs
New York
$3.58M +$1.53M +24,871 +163%
JP Morgan Chase
18
JP Morgan Chase
New York
$3.31M +$1.41M +22,922 +162%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.51M +$192K +3,116 +12%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$2.48M +$1.71M +27,791 New
SC
21
Sculptor Capital
New York
$1.87M +$1.29M +20,917 New
Morgan Stanley
22
Morgan Stanley
New York
$1.7M -$5.97M -96,904 -84%
DC
23
Defender Capital
North Carolina
$1.7M -$1.76M -28,545 -60%
Barclays
24
Barclays
United Kingdom
$1.44M +$515K +8,354 +108%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$1.31M +$100K +1,622 +12%

INO Hedge Fund Activity: Q1 2020 in Review

158 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q1 2020, worth a combined $327M — up 105% from $160M a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new INO positions and 18 closed out — a net gain of 55 holders — while 44 added to existing stakes and 30 trimmed.

The largest buyer was Millennium Management, adding an estimated $8.61M. The largest seller was Wasatch Advisors, cutting an estimated $19.9M.

  • 158 institutional investors held Inovio Pharmaceuticals (INO) as of Q1 2020, up from 106 in Q4 2019.
  • Funds reported $327M of Inovio Pharmaceuticals stock for Q1 2020, up 105% quarter-over-quarter.
  • 73 funds opened new Inovio Pharmaceuticals positions in Q1 2020 and 18 closed out, a net change of +55 holders.
  • The largest Inovio Pharmaceuticals buyer in Q1 2020 was Millennium Management, an estimated $8.61M added.
  • The largest Inovio Pharmaceuticals seller in Q1 2020 was Wasatch Advisors, an estimated $19.9M sold.

Based on aggregated 13F filings for Q1 2020.