We are live on ! Find out more
IOVA icon

Iovance Biotherapeutics

219 hedge funds and large institutions have $1.44B invested in Iovance Biotherapeutics in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $5.88M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

40% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 65

14% more capital invested

Capital invested by funds: $1.25B → $1.44B (+$181M)

0.67% less ownership

Funds ownership: 91.54%90.88% (-0.67%)

4% less funds holding

Funds holding: 228219 (-9)

21% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 39

Holders
219
Holders Change
-9
Holders Change %
-3.95%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
91
Reduced
65
Closed
39
Calls
$10.9M
Puts
$5.88M
Net Calls
+$5M
Net Calls Change
+$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
151
Duality Advisers
Florida
$172K -$1.13M -157,317 -87%
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$168K +$89.8K +12,550 +112%
VF
153
Virtu Financial
New York
$154K +$156K +21,851 New
SC
154
Saturna Capital
Washington
$142K
JMPWA
155
JP Morgan Private Wealth Advisors
California
$139K -$8.82K -1,233 -6%
RJFSA
156
Raymond James Financial Services Advisors
Florida
$135K +$137K +19,159 New
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
$134K -$27K -3,773 -17%
Victory Capital Management
158
Victory Capital Management
Texas
$131K -$3.11K -434 -2%
Allianz Asset Management
159
Allianz Asset Management
Germany
$130K -$88K -12,300 -40%
Franklin Resources
160
Franklin Resources
California
$129K -$19.2M -2,681,640 -99%
AB
161
Amalgamated Bank
New York
$126K +$16.6K +2,321 +15%
AIP
162
Ameritas Investment Partners
Nebraska
$121K +$42K +5,872 +52%
Osaic Holdings
163
Osaic Holdings
Arizona
$119K +$737 +103 +0.6%
Public Employees Retirement Association of Colorado
164
Public Employees Retirement Association of Colorado
Colorado
$118K
SMH
165
Sanders Morris Harris
Texas
$115K +$116K +16,200 New
ETC
166
Exchange Traded Concepts
Oklahoma
$113K +$115K +16,080 New
Canada Life
167
Canada Life
Manitoba, Canada
$113K +$54.3K +7,580 +91%
N
168
Natixis
France
$113K +$107K +14,949 +1,437%
Capstone Investment Advisors
169
Capstone Investment Advisors
New York
$108K +$110K +15,368 New
GC
170
Grimes & Company
Massachusetts
$107K +$109K +15,233 New
FIA
171
Foundations Investment Advisors
Arizona
$106K -$4.07K -568 -4%
CIM
172
CIM Investment Management
Pennsylvania
$97K
Prudential Financial
173
Prudential Financial
New Jersey
$93K +$20.8K +2,906 +28%
CPIG
174
Chicago Partners Investment Group
Illinois
$92.4K
AWA
175
Arete Wealth Advisors
Illinois
$91K +$92.3K +12,900 New

IOVA Hedge Fund Activity: Q2 2023 in Review

219 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Iovance Biotherapeutics (IOVA) for Q2 2023, worth a combined $1.44B — up 14% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of IOVA and 31 opened new positions — a net loss of 8 holders — while 65 trimmed existing stakes and 91 added.

The largest buyer was Vanguard Group, adding an estimated $49.1M. The largest seller was Morgan Stanley, cutting an estimated $30M.

  • 219 institutional investors held Iovance Biotherapeutics (IOVA) as of Q2 2023, down from 228 in Q1 2023.
  • Funds reported $1.44B of Iovance Biotherapeutics stock for Q2 2023, up 14% quarter-over-quarter.
  • 31 funds opened new Iovance Biotherapeutics positions in Q2 2023 and 39 closed out, a net change of -8 holders.
  • The largest Iovance Biotherapeutics buyer in Q2 2023 was Vanguard Group, an estimated $49.1M added.
  • The largest Iovance Biotherapeutics seller in Q2 2023 was Morgan Stanley, an estimated $30M sold.

Based on aggregated 13F filings for Q2 2023.