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Inovio Pharmaceuticals

198 hedge funds and large institutions have $330M invested in Inovio Pharmaceuticals in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% more ownership

Funds ownership: 3.4%3.46% (+0.05%)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

5% less funds holding

Funds holding: 208198 (-10)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

23% less capital invested

Capital invested by funds: $428M → $330M (-$98M)

29% less call options, than puts

Call options by funds: $3.87M | Put options by funds: $5.47M

Holders
198
Holders Change
-10
Holders Change %
-4.81%
% of All Funds
3.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
53
Reduced
55
Closed
31
Calls
$3.87M
Puts
$5.47M
Net Calls
-$1.6M
Net Calls Change
+$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$83.5M +$37.4M +830,625 +75%
BlackRock
2
BlackRock
New York
$64.8M -$743K -16,502 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$40.4M +$783K +17,384 +2%
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$19.7M -$1.82M -40,475 -8%
JP Morgan Chase
5
JP Morgan Chase
New York
$12.4M -$1.34M -29,755 -9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$12.2M -$1.06M -23,466 -8%
Two Sigma Investments
7
Two Sigma Investments
New York
$8.39M +$8.78M +194,868 New
Rafferty Asset Management
8
Rafferty Asset Management
New York
$7.11M +$2.81M +62,312 +61%
Northern Trust
9
Northern Trust
Illinois
$6.79M -$278K -6,173 -4%
Morgan Stanley
10
Morgan Stanley
New York
$5.94M +$4.24M +94,069 +215%
UBS Group
11
UBS Group
Switzerland
$5.89M +$3.07M +68,108 +99%
Charles Schwab
12
Charles Schwab
California
$5.5M +$206K +4,574 +4%
Bank of America
13
Bank of America
North Carolina
$5.21M +$3.03M +67,303 +126%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$5.06M -$2.04M -45,259 -28%
Norges Bank
15
Norges Bank
Norway
$5.04M
N
16
Nuveen
North Carolina
$3.58M +$498K +11,062 +16%
Goldman Sachs
17
Goldman Sachs
New York
$3.35M -$2.97M -66,004 -46%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.8M -$12.1K -268 -0.4%
Swiss National Bank
19
Swiss National Bank
Switzerland
$1.79M +$130K +2,891 +7%
State of Wisconsin Investment Board
20
State of Wisconsin Investment Board
Wisconsin
$1.43M +$562K +12,475 +60%
Renaissance Technologies
21
Renaissance Technologies
New York
$1.41M +$1.48M +32,823 New
HWAM
22
Hennion & Walsh Asset Management
New Jersey
$1.24M +$266K +5,905 +26%
CS
23
Credit Suisse
Switzerland
$1.21M +$20.9K +463 +2%
Citigroup
24
Citigroup
New York
$1.14M -$1.69M -37,520 -59%
Jane Street
25
Jane Street
New York
$1.12M +$774K +17,172 +196%

INO Hedge Fund Activity: Q1 2022 in Review

198 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q1 2022, worth a combined $330M — down 23% from $428M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of INO and 25 opened new positions — a net loss of 6 holders — while 55 trimmed existing stakes and 53 added.

The largest buyer was State Street, adding an estimated $37.4M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $24.6M sold.

  • 198 institutional investors held Inovio Pharmaceuticals (INO) as of Q1 2022, down from 208 in Q4 2021.
  • Funds reported $330M of Inovio Pharmaceuticals stock for Q1 2022, down 23% quarter-over-quarter.
  • 25 funds opened new Inovio Pharmaceuticals positions in Q1 2022 and 31 closed out, a net change of -6 holders.
  • The largest Inovio Pharmaceuticals buyer in Q1 2022 was State Street, an estimated $37.4M added.
  • The largest Inovio Pharmaceuticals seller in Q1 2022 was Wasatch Advisors, an estimated $24.6M sold.

Based on aggregated 13F filings for Q1 2022.