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Inovio Pharmaceuticals

133 hedge funds and large institutions have $32.1M invested in Inovio Pharmaceuticals in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 26 increasing their positions, 44 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,183% more call options, than puts

Call options by funds: $274K | Put options by funds: $12K

1.63% less ownership

Funds ownership: 3.9%2.27% (-1.6%)

24% less funds holding

Funds holding: 174133 (-41)

41% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 44

60% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 63

68% less capital invested

Capital invested by funds: $99.8M → $32.1M (-$67.7M)

Holders
133
Holders Change
-41
Holders Change %
-23.56%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
26
Reduced
44
Closed
63
Calls
$274K
Puts
$12K
Net Calls
+$262K
Net Calls Change
-$66K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.96M +$1.21M +150,265 +10%
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$3.39M +$661K +81,941 +15%
BlackRock
3
BlackRock
New York
$2.72M -$11.5M -1,427,853 -74%
Renaissance Technologies
4
Renaissance Technologies
New York
$2.43M +$1.88M +232,998 +106%
Millennium Management
5
Millennium Management
New York
$2.38M +$3.59M +445,021 New
Jane Street
6
Jane Street
New York
$1.43M +$1.52M +188,497 +242%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.35M -$172K -21,299 -8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.28M -$1.56M -192,961 -45%
Jacobs Levy Equity Management
9
Jacobs Levy Equity Management
New Jersey
$959K +$651K +80,768 +82%
Two Sigma Investments
10
Two Sigma Investments
New York
$803K +$1.21M +149,853 New
GC
11
GMT Capital
Georgia
$676K +$1.02M +126,125 New
Charles Schwab
12
Charles Schwab
California
$563K -$337K -41,788 -28%
Qube Research & Technologies (QRT)
13
Qube Research & Technologies (QRT)
United Kingdom
$422K +$369K +45,827 +139%
State Street
14
State Street
Massachusetts
$392K -$18.2M -2,252,911 -97%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$338K -$77.7K -9,644 -13%
Bank of America
16
Bank of America
North Carolina
$299K -$1.92M -237,556 -81%
YIH
17
Y-Intercept (HK)
Hong Kong
$283K +$426K +52,801 New
Tudor Investment Corp
18
Tudor Investment Corp
Connecticut
$247K +$281K +34,889 +311%
PMEF
19
Point72 Middle East FZE
United Arab Emirates
$224K +$305K +37,887 +989%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$213K +$306K +38,016 +2,214%
Northern Trust
21
Northern Trust
Illinois
$208K -$1.22M -150,838 -80%
Morgan Stanley
22
Morgan Stanley
New York
$168K -$95.5K -11,841 -27%
Osaic Holdings
23
Osaic Holdings
Arizona
$158K +$99.2K +12,306 +72%
Invesco
24
Invesco
Georgia
$138K -$29K -3,595 -12%
HF
25
HRT Financial
New York
$127K +$192K +23,760 New

INO Hedge Fund Activity: Q2 2023 in Review

133 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q2 2023, worth a combined $32.1M — down 68% from $99.8M a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of INO and 25 opened new positions — a net loss of 38 holders — while 44 trimmed existing stakes and 26 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $3.59M. The largest seller was State Street, cutting an estimated $18.2M.

  • 133 institutional investors held Inovio Pharmaceuticals (INO) as of Q2 2023, down from 174 in Q1 2023.
  • Funds reported $32.1M of Inovio Pharmaceuticals stock for Q2 2023, down 68% quarter-over-quarter.
  • 25 funds opened new Inovio Pharmaceuticals positions in Q2 2023 and 63 closed out, a net change of -38 holders.
  • The largest Inovio Pharmaceuticals buyer in Q2 2023 was Millennium Management, an estimated $3.59M added.
  • The largest Inovio Pharmaceuticals seller in Q2 2023 was State Street, an estimated $18.2M sold.

Based on aggregated 13F filings for Q2 2023.