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Iovance Biotherapeutics

273 hedge funds and large institutions have $3.22B invested in Iovance Biotherapeutics in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 90 increasing their positions, 83 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $93.8M | Put options by funds: $31.4M

112% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 33

87% more capital invested

Capital invested by funds: $1.72B → $3.22B (+$1.5B)

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

16% more funds holding

Funds holding: 236273 (+37)

8% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 83

4.69% less ownership

Funds ownership: 82.47%77.78% (-4.7%)

Holders
273
Holders Change
+37
Holders Change %
+15.68%
% of All Funds
3.93%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
70
Increased
90
Reduced
83
Closed
33
Calls
$93.8M
Puts
$31.4M
Net Calls
+$62.4M
Net Calls Change
+$27.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
226
NewEdge Advisors
Louisiana
$46.5K +$15.5K +1,335 +74%
Pacer Advisors
227
Pacer Advisors
Pennsylvania
$40.3K +$31.6K +2,716 New
LC
228
Lindbrook Capital
California
$39.2K +$407 +35 +1%
CG
229
Cutler Group
California
$35K +$27.9K +2,397 New
CAM
230
Costello Asset Management
Pennsylvania
$34.1K +$15.1K +1,300 +130%
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$27.9K
RG
232
Retirement Group
California
$22.2K +$5.82K +500 +50%
PNC Financial Services Group
233
PNC Financial Services Group
Pennsylvania
$19.9K +$5.04K +433 +48%
Daiwa Securities Group
234
Daiwa Securities Group
Japan
$15K +$1.8K +155 +18%
CTC
235
Central Trust Company
Missouri
$14.8K +$11.6K +1,000 New
FUBT
236
First United Bank & Trust
Maryland
$14.8K +$11.6K +1,000 New
LFG
237
Larson Financial Group
Missouri
$14.8K +$11.6K +1,000 New
HNB
238
Huntington National Bank
Ohio
$14.6K +$11.4K +983 +98,300%
Russell Investments Group
239
Russell Investments Group
United Kingdom
$12.4K -$83.8K -7,200 -90%
SSB
240
Sandy Spring Bank
Maryland
$11.9K +$9.31K +800 New
GI
241
GAMMA Investing
California
$11.7K +$2.61K +224 +40%
AF
242
Allworth Financial
California
$10.8K
First Manhattan
243
First Manhattan
New York
$8.15K +$6.4K +550 New
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$8K +$47 +4 +0.7%
PWMG
245
Private Wealth Management Group
New Jersey
$6.86K
FIM
246
Fernwood Investment Management
Massachusetts
$5.93K +$4.66K +400 New
A
247
AlphaQuest
New York
$5.54K +$4.35K +374 New
VAMG
248
Voisard Asset Management Group
Michigan
$4.05K
OPTFSNA
249
Old Point Trust & Financial Services N A
Virginia
$3.71K +$2.91K +250 New
CIA
250
Cape Investment Advisory
Georgia
$2.49K

IOVA Hedge Fund Activity: Q1 2024 in Review

273 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Iovance Biotherapeutics (IOVA) for Q1 2024, worth a combined $3.22B — up 87% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IOVA positions and 33 closed out — a net gain of 37 holders — while 90 added to existing stakes and 83 trimmed.

The largest buyer was Perceptive Advisors, adding an estimated $84.9M. The largest seller was State Street, cutting an estimated $70.1M.

  • 273 institutional investors held Iovance Biotherapeutics (IOVA) as of Q1 2024, up from 236 in Q4 2023.
  • Funds reported $3.22B of Iovance Biotherapeutics stock for Q1 2024, up 87% quarter-over-quarter.
  • 70 funds opened new Iovance Biotherapeutics positions in Q1 2024 and 33 closed out, a net change of +37 holders.
  • The largest Iovance Biotherapeutics buyer in Q1 2024 was Perceptive Advisors, an estimated $84.9M added.
  • The largest Iovance Biotherapeutics seller in Q1 2024 was State Street, an estimated $70.1M sold.

Based on aggregated 13F filings for Q1 2024.