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Inovio Pharmaceuticals

182 hedge funds and large institutions have $201M invested in Inovio Pharmaceuticals in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 39

2% more capital invested

Capital invested by funds: $196M → $201M (+$4.63M)

0.25% less ownership

Funds ownership: 4.13%3.88% (-0.25%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

6% less call options, than puts

Call options by funds: $2.42M | Put options by funds: $2.57M

1% less funds holding

Funds holding: 184182 (-2)

Holders
182
Holders Change
-2
Holders Change %
-1.09%
% of All Funds
3.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
58
Reduced
39
Closed
25
Calls
$2.42M
Puts
$2.57M
Net Calls
-$146K
Net Calls Change
+$536K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$44.9M -$13.2M -514,142 -19%
BlackRock
2
BlackRock
New York
$37.2M +$3.45M +134,926 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$26.5M +$4.29M +167,560 +15%
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$13M +$3.31M +129,383 +26%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$7.93M +$1.36M +53,039 +16%
JP Morgan Chase
6
JP Morgan Chase
New York
$5.69M -$293K -11,431 -4%
Rafferty Asset Management
7
Rafferty Asset Management
New York
$4.08M +$622K +24,282 +14%
Renaissance Technologies
8
Renaissance Technologies
New York
$4.01M +$1.59M +62,184 +47%
Goldman Sachs
9
Goldman Sachs
New York
$3.92M +$1.68M +65,500 +53%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$3.9M -$1.64M -64,108 -25%
Northern Trust
11
Northern Trust
Illinois
$3.76M +$400K +15,619 +9%
Millennium Management
12
Millennium Management
New York
$3.62M +$4.48M +174,853 New
Citigroup
13
Citigroup
New York
$3.48M +$1.01M +39,538 +31%
Two Sigma Investments
14
Two Sigma Investments
New York
$3.27M -$5.72M -223,436 -59%
Charles Schwab
15
Charles Schwab
California
$3.14M +$375K +14,657 +11%
Bank of America
16
Bank of America
North Carolina
$2.9M +$1.42M +55,271 +65%
Morgan Stanley
17
Morgan Stanley
New York
$2.23M -$3.06M -119,519 -53%
N
18
Nuveen
North Carolina
$2M +$9.7K +379 +0.4%
Barclays
19
Barclays
United Kingdom
$2M +$2.44M +95,454 +10,387%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.78M +$564K +22,046 +34%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$1.78M +$2.03M +79,284 +1,177%
Citadel Advisors
22
Citadel Advisors
Florida
$1.77M +$1.46M +57,102 +200%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.54M +$357K +13,930 +23%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$1.05M +$1.18M +46,204 +1,002%
Swiss National Bank
25
Swiss National Bank
Switzerland
$937K +$97.3K +3,800 +9%

INO Hedge Fund Activity: Q3 2022 in Review

182 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q3 2022, worth a combined $201M — up 2.4% from $196M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of INO and 24 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 58 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $4.48M. The largest seller was State Street, cutting an estimated $13.2M.

  • 182 institutional investors held Inovio Pharmaceuticals (INO) as of Q3 2022, down from 184 in Q2 2022.
  • Funds reported $201M of Inovio Pharmaceuticals stock for Q3 2022, up 2.4% quarter-over-quarter.
  • 24 funds opened new Inovio Pharmaceuticals positions in Q3 2022 and 25 closed out, a net change of -1 holder.
  • The largest Inovio Pharmaceuticals buyer in Q3 2022 was Millennium Management, an estimated $4.48M added.
  • The largest Inovio Pharmaceuticals seller in Q3 2022 was State Street, an estimated $13.2M sold.

Based on aggregated 13F filings for Q3 2022.