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Inovio Pharmaceuticals

174 hedge funds and large institutions have $99.8M invested in Inovio Pharmaceuticals in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $679K | Put options by funds: $351K

0.35% less ownership

Funds ownership: 4.25%3.9% (-0.35%)

2% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 49

5% less funds holding

Funds holding: 183174 (-9)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

49% less capital invested

Capital invested by funds: $197M → $99.8M (-$97.3M)

Holders
174
Holders Change
-9
Holders Change %
-4.92%
% of All Funds
2.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
48
Reduced
49
Closed
30
Calls
$679K
Puts
$351K
Net Calls
+$328K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$22.9M -$5.06M -296,664 -11%
BlackRock
2
BlackRock
New York
$19M -$89.9K -5,271 -0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15M +$1.74M +101,851 +7%
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$5.43M -$2.63M -154,322 -22%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.24M +$407K +23,888 +6%
Bank of America
6
Bank of America
North Carolina
$2.89M +$1.49M +87,515 +43%
JP Morgan Chase
7
JP Morgan Chase
New York
$2.68M -$4.14K -243 -0.1%
Rafferty Asset Management
8
Rafferty Asset Management
New York
$2.17M -$448K -26,265 -11%
Renaissance Technologies
9
Renaissance Technologies
New York
$2.17M +$96.3K +5,650 +3%
Northern Trust
10
Northern Trust
Illinois
$1.87M -$99.8K -5,854 -3%
N
11
Nuveen
North Carolina
$1.78M +$181K +10,624 +6%
Citigroup
12
Citigroup
New York
$1.53M +$966K +56,663 +58%
Goldman Sachs
13
Goldman Sachs
New York
$1.51M +$149K +8,725 +6%
Charles Schwab
14
Charles Schwab
California
$1.45M -$154K -9,015 -6%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$966K +$1.67M +98,175 New
Citadel Advisors
16
Citadel Advisors
Florida
$788K +$1.08M +63,356 +378%
Jane Street
17
Jane Street
New York
$766K +$887K +52,043 +202%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$734K +$556K +32,633 +78%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$717K -$25.6K -1,499 -2%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$716K +$507K +29,751 +69%
Barclays
21
Barclays
United Kingdom
$704K -$703K -41,236 -37%
UBS Group
22
UBS Group
Switzerland
$655K -$167K -9,794 -13%
CANY
23
Caxton Associates (New York)
New York
$643K +$286K +16,793 +35%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$620K -$267K -15,661 -20%
Swiss National Bank
25
Swiss National Bank
Switzerland
$442K -$90.5K -5,308 -11%

INO Hedge Fund Activity: Q1 2023 in Review

174 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q1 2023, worth a combined $99.8M — down 49% from $197M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of INO and 25 opened new positions — a net loss of 5 holders — while 49 trimmed existing stakes and 48 added.

The largest buyer was Vanguard Group, adding an estimated $1.74M. The largest seller was Millennium Management, exiting entirely with an estimated $6.73M sold.

  • 174 institutional investors held Inovio Pharmaceuticals (INO) as of Q1 2023, down from 183 in Q4 2022.
  • Funds reported $99.8M of Inovio Pharmaceuticals stock for Q1 2023, down 49% quarter-over-quarter.
  • 25 funds opened new Inovio Pharmaceuticals positions in Q1 2023 and 30 closed out, a net change of -5 holders.
  • The largest Inovio Pharmaceuticals buyer in Q1 2023 was Vanguard Group, an estimated $1.74M added.
  • The largest Inovio Pharmaceuticals seller in Q1 2023 was Millennium Management, an estimated $6.73M sold.

Based on aggregated 13F filings for Q1 2023.