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Inovio Pharmaceuticals

212 hedge funds and large institutions have $723M invested in Inovio Pharmaceuticals in 2020 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 48 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 48

13% more call options, than puts

Call options by funds: $117M | Put options by funds: $104M

0.12% more ownership

Funds ownership: 2.98%3.1% (+0.12%)

1% less funds holding

Funds holding: 214212 (-2)

4% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 50

53% less capital invested

Capital invested by funds: $1.52B → $723M (-$801M)

Holders
212
Holders Change
-2
Holders Change %
-0.93%
% of All Funds
4.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
48
Increased
88
Reduced
48
Closed
50
Calls
$117M
Puts
$104M
Net Calls
+$13.2M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$159M -$1.24M -5,958 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$108M -$4.08M -19,587 -2%
State Street
3
State Street
Massachusetts
$92.8M +$16.2M +77,727 +13%
Coatue Management
4
Coatue Management
New York
$41.5M +$14.4M +68,910 +30%
WA
5
Wasatch Advisors
Utah
$39.2M +$22M +105,548 +60%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$27.8M +$3.7M +17,753 +10%
Northern Trust
7
Northern Trust
Illinois
$22.2M +$605K +2,901 +2%
Norges Bank
8
Norges Bank
Norway
$16.5M +$24.8M +118,705 New
Bank of America
9
Bank of America
North Carolina
$12.8M +$15.4M +73,913 +402%
Charles Schwab
10
Charles Schwab
California
$12.5M +$1.68M +8,076 +10%
N
11
Nuveen
North Carolina
$11.2M -$2.07M -9,909 -11%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$8.94M +$13.3M +63,630 +10,840%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$8.73M -$440K -2,111 -3%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$8.4M +$3.38M +16,219 +37%
Morgan Stanley
15
Morgan Stanley
New York
$7.46M +$6.4M +30,686 +134%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$7.11M +$133K +640 +1%
JP Morgan Chase
17
JP Morgan Chase
New York
$7.11M +$538K +2,581 +5%
Goldman Sachs
18
Goldman Sachs
New York
$6.4M +$330K +1,583 +4%
Adage Capital Partners
19
Adage Capital Partners
Massachusetts
$5.8M +$8.69M +41,667 New
Citadel Advisors
20
Citadel Advisors
Florida
$4.72M +$7.07M +33,922 New
Wells Fargo
21
Wells Fargo
California
$4.51M -$420K -2,016 -6%
Jane Street
22
Jane Street
New York
$4.34M -$8.54M -40,951 -57%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$4.16M +$635K +3,047 +11%
Swiss National Bank
24
Swiss National Bank
Switzerland
$4.16M +$566K +2,716 +10%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$3.54M +$4.54M +21,784 +1,095%

INO Hedge Fund Activity: Q3 2020 in Review

212 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q3 2020, worth a combined $723M — down 53% from $1.52B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of INO and 48 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 88 added.

The largest buyer was Norges Bank, opening a new position worth an estimated $24.8M. The largest seller was ARK Investment Management, exiting entirely with an estimated $20.8M sold.

  • 212 institutional investors held Inovio Pharmaceuticals (INO) as of Q3 2020, down from 214 in Q2 2020.
  • Funds reported $723M of Inovio Pharmaceuticals stock for Q3 2020, down 53% quarter-over-quarter.
  • 48 funds opened new Inovio Pharmaceuticals positions in Q3 2020 and 50 closed out, a net change of -2 holders.
  • The largest Inovio Pharmaceuticals buyer in Q3 2020 was Norges Bank, an estimated $24.8M added.
  • The largest Inovio Pharmaceuticals seller in Q3 2020 was ARK Investment Management, an estimated $20.8M sold.

Based on aggregated 13F filings for Q3 2020.