We are live on ! Find out more
IOVA icon

Iovance Biotherapeutics
IOVA

252 hedge funds and large institutions have $4.58B invested in Iovance Biotherapeutics in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 91 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $52.7M | Put options by funds: $26.5M

18% more capital invested

Capital invested by funds: $3.88B → $4.58B (+$704M)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

0.67% less ownership

Funds ownership: 96.25% → 95.58% (-0.67%)

9% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 91

10% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 51

2% less funds holding

Funds holding: 257 → 252 (-5)

Holders
252
Holders Change
-5
Holders Change %
-1.95%
% of All Funds
5.08%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
46
Increased
83
Reduced
91
Closed
51
Calls
$52.7M
Puts
$26.5M
Net Calls
+$26.2M
Net Calls Change
-$19.2M

Top Buyers

1
AIM
ARK Investment Management
Florida
+$112M
2
Franklin Resources
Franklin Resources
California
+$41.6M
3
NAMA
Nikko Asset Management Americas
New York
+$23.5M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$23.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$13.4M

Top Sellers

1
PA
Perceptive Advisors
New York
-$52.8M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$30M
3
ACA
Avoro Capital Advisors
New York
-$25.3M
4
EAM
Eagle Asset Management
Florida
-$19.8M
5
Goldman Sachs
Goldman Sachs
New York
-$18.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
226
Larson Financial Group
Missouri
$26K +$24.5K +800 New
CAPTRUST Financial Advisors
227
CAPTRUST Financial Advisors
North Carolina
$24K – – –
SFS
228
Sowell Financial Services
Arkansas
$19K +$5.52K +180 +47%
FC
229
FORA Capital
Florida
$18K +$17K +554 New
NFG
230
Next Financial Group
Texas
$14K +$12.9K +420 New
BWM
231
BNC Wealth Management
Oregon
$12K +$11.4K +371 New
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$10K -$1.07K -35 -10%
RE
233
RBC Europe
United Kingdom
$9.71K – – –
BCA
234
Berman Capital Advisors
Georgia
$5K – – –
Fidelity International
235
Fidelity International
Bermuda
$5K – – –
BAM
236
Bellevue Asset Management
Washington
$5K +$1.17K +38 +30%
CWC
237
Carolinas Wealth Consulting
North Carolina
$4K +$1.01K +33 +40%
GEA
238
Glen Eagle Advisors
New Jersey
$3.29K – – –
OSAM
239
O'Shaughnessy Asset Management
Connecticut
$3K – – –
ASN
240
Advisory Services Network
Georgia
$3K +$3.07K +100 New
TPCW
241
TD Private Client Wealth
New York
$1.12K – – –
ABC
242
Associated Banc-Corp
Wisconsin
$1K -$368 -12 -27%
IFAM
243
Institutional & Family Asset Management
Colorado
$1K – – –
PA
244
Parallel Advisors
California
$1K – – –
TWA
245
TCI Wealth Advisors
Arizona
$1K – – –
EI
246
Ellevest Inc
New York
$1K +$552 +18 +67%
QCG
247
Quadrant Capital Group
Ohio
$1K +$1.04K +34 New
ED
248
Exane Derivatives
France
$658 – – –
APA
249
American Portfolios Advisors
New York
$494 +$460 +15 New
CTA
250
Carillon Tower Advisers
Florida
– -$10.8M -393,858 Closed
8 9
10
11 12

IOVA Hedge Fund Activity: Q3 2020 in Review

252 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Iovance Biotherapeutics (IOVA) for Q3 2020, worth a combined $4.58B — up 18% from $3.88B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of IOVA and 46 opened new positions — a net loss of 5 holders — while 91 trimmed existing stakes and 83 added.

The largest buyer was ARK Investment Management, adding an estimated $112M. The largest seller was Perceptive Advisors, cutting an estimated $52.8M.

  • 252 institutional investors held Iovance Biotherapeutics (IOVA) as of Q3 2020, down from 257 in Q2 2020.
  • Funds reported $4.58B of Iovance Biotherapeutics stock for Q3 2020, up 18% quarter-over-quarter.
  • 46 funds opened new Iovance Biotherapeutics positions in Q3 2020 and 51 closed out, a net change of -5 holders.
  • The largest Iovance Biotherapeutics buyer in Q3 2020 was ARK Investment Management, an estimated $112M added.
  • The largest Iovance Biotherapeutics seller in Q3 2020 was Perceptive Advisors, an estimated $52.8M sold.

Based on aggregated 13F filings for Q3 2020.