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Inovio Pharmaceuticals

183 hedge funds and large institutions have $197M invested in Inovio Pharmaceuticals in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $2.24M | Put options by funds: $1.89M

16% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 49

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

1% more funds holding

Funds holding: 182183 (+1)

0.38% more ownership

Funds ownership: 3.88%4.25% (+0.38%)

2% less capital invested

Capital invested by funds: $201M → $197M (-$3.67M)

Holders
183
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
2.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
57
Reduced
49
Closed
25
Calls
$2.24M
Puts
$1.89M
Net Calls
+$352K
Net Calls Change
+$498K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$49.1M +$10.3M +453,865 +21%
BlackRock
2
BlackRock
New York
$36.3M +$3.29M +144,950 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$26.6M +$3.14M +138,349 +11%
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$13.2M +$1.74M +76,655 +12%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$7.63M +$548K +24,175 +6%
Millennium Management
6
Millennium Management
New York
$6.73M +$4.19M +184,843 +106%
JP Morgan Chase
7
JP Morgan Chase
New York
$5.11M -$40.2K -1,775 -0.6%
Rafferty Asset Management
8
Rafferty Asset Management
New York
$4.62M +$1.13M +49,994 +25%
Renaissance Technologies
9
Renaissance Technologies
New York
$4.01M +$470K +20,733 +11%
Bank of America
10
Bank of America
North Carolina
$3.85M +$1.49M +65,839 +47%
Northern Trust
11
Northern Trust
Illinois
$3.66M +$314K +13,870 +8%
N
12
Nuveen
North Carolina
$3.19M +$1.67M +73,695 +76%
Charles Schwab
13
Charles Schwab
California
$2.92M +$99.5K +4,390 +3%
Goldman Sachs
14
Goldman Sachs
New York
$2.71M -$1.02M -44,864 -24%
Barclays
15
Barclays
United Kingdom
$2.11M +$372K +16,428 +17%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$2.05M -$1.79M -79,183 -42%
Morgan Stanley
17
Morgan Stanley
New York
$1.96M -$66.8K -2,948 -3%
Citigroup
18
Citigroup
New York
$1.84M -$1.58M -69,522 -41%
UBS Group
19
UBS Group
Switzerland
$1.43M +$1.16M +51,168 +203%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.39M +$3.35K +148 +0.2%
Swiss National Bank
21
Swiss National Bank
Switzerland
$939K +$112K +4,925 +11%
CANY
22
Caxton Associates (New York)
New York
$910K +$855K +37,703 +346%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$805K -$975K -43,025 -50%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$785K -$201K -8,874 -17%
Two Sigma Investments
25
Two Sigma Investments
New York
$659K -$2.79M -122,990 -78%

INO Hedge Fund Activity: Q4 2022 in Review

183 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q4 2022, worth a combined $197M — down 1.8% from $201M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new INO positions and 25 closed out — a net gain of 4 holders — while 57 added to existing stakes and 49 trimmed.

The largest buyer was State Street, adding an estimated $10.3M. The largest seller was Two Sigma Investments, cutting an estimated $2.79M.

  • 183 institutional investors held Inovio Pharmaceuticals (INO) as of Q4 2022, up from 182 in Q3 2022.
  • Funds reported $197M of Inovio Pharmaceuticals stock for Q4 2022, down 1.8% quarter-over-quarter.
  • 29 funds opened new Inovio Pharmaceuticals positions in Q4 2022 and 25 closed out, a net change of +4 holders.
  • The largest Inovio Pharmaceuticals buyer in Q4 2022 was State Street, an estimated $10.3M added.
  • The largest Inovio Pharmaceuticals seller in Q4 2022 was Two Sigma Investments, an estimated $2.79M sold.

Based on aggregated 13F filings for Q4 2022.