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Inovio Pharmaceuticals

124 hedge funds and large institutions have $21.6M invested in Inovio Pharmaceuticals in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,247% more call options, than puts

Call options by funds: $229K | Put options by funds: $17K

0.55% less ownership

Funds ownership: 2.27%1.73% (-0.55%)

7% less funds holding

Funds holding: 133124 (-9)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

33% less capital invested

Capital invested by funds: $32.1M → $21.6M (-$10.4M)

48% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 44

Holders
124
Holders Change
-9
Holders Change %
-6.77%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
23
Reduced
44
Closed
24
Calls
$229K
Puts
$17K
Net Calls
+$212K
Net Calls Change
-$50K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.81M +$3.2K +579 +0%
BlackRock
2
BlackRock
New York
$2.3M -$77.1K -13,957 -3%
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$2.15M -$959K -173,608 -27%
Renaissance Technologies
4
Renaissance Technologies
New York
$1.9M -$252K -45,565 -10%
Millennium Management
5
Millennium Management
New York
$1.78M -$351K -63,483 -14%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.07M -$50.7K -9,185 -4%
GC
7
GMT Capital
Georgia
$589K
Jacobs Levy Equity Management
8
Jacobs Levy Equity Management
New Jersey
$447K -$459K -83,112 -46%
State Street
9
State Street
Massachusetts
$339K -$2.95K -534 -0.7%
Two Sigma Investments
10
Two Sigma Investments
New York
$323K -$446K -80,750 -54%
GAA
11
Green Alpha Advisors
Colorado
$222K +$178K +32,313 +213%
Northern Trust
12
Northern Trust
Illinois
$186K +$6.1K +1,104 +3%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$178K +$212K +38,350 New
AQR Capital Management
14
AQR Capital Management
Connecticut
$175K +$207K +37,476 New
Bank of America
15
Bank of America
North Carolina
$161K -$118K -21,318 -38%
Invesco
16
Invesco
Georgia
$129K +$9.43K +1,708 +7%
Morgan Stanley
17
Morgan Stanley
New York
$118K -$33.3K -6,037 -19%
Verition Fund Management
18
Verition Fund Management
Connecticut
$117K +$34.5K +6,254 +33%
GCP
19
GSA Capital Partners
United Kingdom
$116K +$137K +24,746 New
Jane Street
20
Jane Street
New York
$105K -$1.35M -243,952 -92%
Tudor Investment Corp
21
Tudor Investment Corp
Connecticut
$87.9K -$151K -27,289 -59%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$72.1K +$73.7K +13,336 +632%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$65.2K -$271K -49,146 -78%
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$63.6K -$14.9K -2,691 -16%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$59K +$31.5K +5,708 +84%

INO Hedge Fund Activity: Q3 2023 in Review

124 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Inovio Pharmaceuticals (INO) for Q3 2023, worth a combined $21.6M — down 33% from $32.1M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of INO and 17 opened new positions — a net loss of 7 holders — while 44 trimmed existing stakes and 23 added.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $212K. The largest seller was JP Morgan Chase, cutting an estimated $1.36M.

  • 124 institutional investors held Inovio Pharmaceuticals (INO) as of Q3 2023, down from 133 in Q2 2023.
  • Funds reported $21.6M of Inovio Pharmaceuticals stock for Q3 2023, down 33% quarter-over-quarter.
  • 17 funds opened new Inovio Pharmaceuticals positions in Q3 2023 and 24 closed out, a net change of -7 holders.
  • The largest Inovio Pharmaceuticals buyer in Q3 2023 was Acadian Asset Management, an estimated $212K added.
  • The largest Inovio Pharmaceuticals seller in Q3 2023 was JP Morgan Chase, an estimated $1.36M sold.

Based on aggregated 13F filings for Q3 2023.