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Inovio Pharmaceuticals

184 hedge funds and large institutions have $196M invested in Inovio Pharmaceuticals in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 36 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 36

0.67% more ownership

Funds ownership: 3.46%4.13% (+0.67%)

7% less funds holding

Funds holding: 198184 (-14)

24% less call options, than puts

Call options by funds: $2.14M | Put options by funds: $2.82M

34% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 32

41% less capital invested

Capital invested by funds: $330M → $196M (-$134M)

Holders
184
Holders Change
-14
Holders Change %
-7.07%
% of All Funds
3.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
67
Reduced
36
Closed
32
Calls
$2.14M
Puts
$2.82M
Net Calls
-$682K
Net Calls Change
+$923K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$55.7M +$21M +743,979 +38%
BlackRock
2
BlackRock
New York
$34.5M +$4.41M +156,559 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$23.1M +$4.99M +176,972 +19%
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$10.4M +$1.17M +41,535 +9%
Two Sigma Investments
5
Two Sigma Investments
New York
$7.92M +$5.26M +186,768 +96%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.86M +$1.34M +47,543 +17%
JP Morgan Chase
7
JP Morgan Chase
New York
$5.94M -$12.6K -447 -0.2%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$5.24M +$6.72M +238,391 +1,683%
Morgan Stanley
9
Morgan Stanley
New York
$4.72M +$2.52M +89,398 +65%
Rafferty Asset Management
10
Rafferty Asset Management
New York
$3.58M +$216K +7,665 +5%
Northern Trust
11
Northern Trust
Illinois
$3.45M +$236K +8,362 +5%
Charles Schwab
12
Charles Schwab
California
$2.84M +$262K +9,286 +7%
Renaissance Technologies
13
Renaissance Technologies
New York
$2.73M +$2.78M +98,635 +301%
Citigroup
14
Citigroup
New York
$2.66M +$2.87M +101,946 +387%
Goldman Sachs
15
Goldman Sachs
New York
$2.58M +$1.3M +46,299 +60%
Norges Bank
16
Norges Bank
Norway
$2.43M
N
17
Nuveen
North Carolina
$2M +$399K +14,167 +17%
Bank of America
18
Bank of America
North Carolina
$1.76M -$1.02M -36,117 -30%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.33M -$1.51M -53,435 -46%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.25M -$133K -4,735 -7%
UBS Group
21
UBS Group
Switzerland
$1.05M -$2.43M -86,314 -63%
Swiss National Bank
22
Swiss National Bank
Switzerland
$861K
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$625K +$36.7K +1,303 +5%
Citadel Advisors
24
Citadel Advisors
Florida
$592K +$438K +15,535 +120%
SG Americas Securities
25
SG Americas Securities
New York
$576K +$711K +25,214 +995%

INO Hedge Fund Activity: Q2 2022 in Review

184 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q2 2022, worth a combined $196M — down 41% from $330M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of INO and 21 opened new positions — a net loss of 11 holders — while 36 trimmed existing stakes and 67 added.

The largest buyer was State Street, adding an estimated $21M. The largest seller was UBS Group, cutting an estimated $2.43M.

  • 184 institutional investors held Inovio Pharmaceuticals (INO) as of Q2 2022, down from 198 in Q1 2022.
  • Funds reported $196M of Inovio Pharmaceuticals stock for Q2 2022, down 41% quarter-over-quarter.
  • 21 funds opened new Inovio Pharmaceuticals positions in Q2 2022 and 32 closed out, a net change of -11 holders.
  • The largest Inovio Pharmaceuticals buyer in Q2 2022 was State Street, an estimated $21M added.
  • The largest Inovio Pharmaceuticals seller in Q2 2022 was UBS Group, an estimated $2.43M sold.

Based on aggregated 13F filings for Q2 2022.