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Iovance Biotherapeutics

236 hedge funds and large institutions have $1.72B invested in Iovance Biotherapeutics in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 87 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $55.3M | Put options by funds: $20.5M

77% more capital invested

Capital invested by funds: $970M → $1.72B (+$746M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

24% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 70

4% more funds holding

Funds holding: 227236 (+9)

3.54% less ownership

Funds ownership: 86.01%82.47% (-3.5%)

Holders
236
Holders Change
+9
Holders Change %
+3.96%
% of All Funds
3.44%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
48
Increased
87
Reduced
70
Closed
36
Calls
$55.3M
Puts
$20.5M
Net Calls
+$34.8M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PHS
126
Pekin Hardy Strauss
Illinois
$431K -$15.7K -3,000 -5%
Teacher Retirement System of Texas
127
Teacher Retirement System of Texas
Texas
$419K -$61.2K -11,691 -18%
LSA
128
Leonteq Securities AG
Switzerland
$407K +$44.9K +8,587 +21%
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$359K +$27K +5,155 +13%
Mitsubishi UFJ Asset Management
130
Mitsubishi UFJ Asset Management
Japan
$354K +$38.1K +7,277 +19%
LP
131
LMR Partners
United Kingdom
$335K
RAM
132
Roanoke Asset Management
New Jersey
$334K +$30.6K +5,840 +17%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$324K +$209K +39,873 New
Osaic Holdings
134
Osaic Holdings
Arizona
$311K +$115K +21,924 +134%
Creative Planning
135
Creative Planning
Kansas
$298K +$112K +21,433 +140%
TIA
136
Traphagen Investment Advisors
New Jersey
$297K +$3.02K +578 +2%
EAM
137
Erste Asset Management
Austria
$292K
Franklin Resources
138
Franklin Resources
California
$291K +$56.3K +10,751 +43%
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$288K +$186K +35,468 New
BCM
140
Bayesian Capital Management
New York
$288K +$110K +21,000 +146%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$287K +$153K +29,147 +471%
GC
142
Grimes & Company
Massachusetts
$285K +$106K +20,227 +137%
Tudor Investment Corp
143
Tudor Investment Corp
Connecticut
$269K +$173K +33,148 New
CIC
144
Cornercap Investment Counsel
Georgia
$257K -$298 -57 -0.2%
Walleye Trading
145
Walleye Trading
New York
$256K +$138K +26,438 +523%
CUAMC
146
China Universal Asset Management Company
China
$241K +$122K +23,246 +366%
Ameriprise
147
Ameriprise
Minnesota
$224K +$5.68K +1,085 +4%
CIC
148
Carnegie Investment Counsel
Ohio
$223K +$20.9K +4,000 +17%
P8IP
149
Pier 88 Investment Partners
California
$222K +$143K +27,290 New
Victory Capital Management
150
Victory Capital Management
Texas
$219K +$22.6K +4,323 +19%

IOVA Hedge Fund Activity: Q4 2023 in Review

236 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Iovance Biotherapeutics (IOVA) for Q4 2023, worth a combined $1.72B — up 77% from $970M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IOVA positions and 36 closed out — a net gain of 12 holders — while 87 added to existing stakes and 70 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.9M. The largest seller was Millennium Management, cutting an estimated $36M.

  • 236 institutional investors held Iovance Biotherapeutics (IOVA) as of Q4 2023, up from 227 in Q3 2023.
  • Funds reported $1.72B of Iovance Biotherapeutics stock for Q4 2023, up 77% quarter-over-quarter.
  • 48 funds opened new Iovance Biotherapeutics positions in Q4 2023 and 36 closed out, a net change of +12 holders.
  • The largest Iovance Biotherapeutics buyer in Q4 2023 was Morgan Stanley, an estimated $25.9M added.
  • The largest Iovance Biotherapeutics seller in Q4 2023 was Millennium Management, an estimated $36M sold.

Based on aggregated 13F filings for Q4 2023.