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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
ETC
151
Exchange Traded Concepts
Oklahoma
$216K +$35.3K +6,746 +34%
SC
152
Saturna Capital
Washington
$205K -$5.23K -1,000 -4%
Envestnet Asset Management
153
Envestnet Asset Management
Illinois
$198K -$1.92K -367 -1%
Canada Life
154
Canada Life
Manitoba, Canada
$187K -$5.89K -1,125 -5%
AIP
155
Ameritas Investment Partners
Nebraska
$187K
FRM
156
Fox Run Management
Connecticut
$185K +$34.7K +6,633 +41%
BC
157
Bridgefront Capital
Texas
$173K +$111K +21,270 New
AB
158
Amalgamated Bank
New York
$170K -$7.17K -1,370 -6%
Capstone Investment Advisors
159
Capstone Investment Advisors
New York
$169K -$40.4K -7,722 -27%
Verition Fund Management
160
Verition Fund Management
Connecticut
$164K +$105K +20,149 New
CAM
161
Close Asset Management
United Kingdom
$159K +$102K +19,550 New
CPIG
162
Chicago Partners Investment Group
Illinois
$157K +$14.1K +2,688 +15%
SMH
163
Sanders Morris Harris
Texas
$152K
LCM
164
Legato Capital Management
California
$147K +$3.36K +642 +4%
Wealth Enhancement Advisory Services
165
Wealth Enhancement Advisory Services
Minnesota
$146K +$1.47K +281 +2%
AC
166
AXQ Capital
New Jersey
$141K -$22.5K -4,300 -20%
PFCS
167
Pale Fire Capital SE
Czech Republic
$138K +$10.1K +1,924 +13%
RJA
168
Raymond James & Associates
Florida
$137K +$20.2K +3,868 +30%
Public Employees Retirement Association of Colorado
169
Public Employees Retirement Association of Colorado
Colorado
$136K
Mariner
170
Mariner
Kansas
$133K -$1.86M -355,477 -96%
VPIM
171
Vanguard Personalized Indexing Management
California
$125K +$80.6K +15,407 New
PIC
172
Portland Investment Counsel
Ontario, Canada
$122K
KFGK
173
Keystone Financial Group (Kentucky)
Kentucky
$122K
SG
174
StoneX Group
New York
$122K +$78.5K +14,999 New
Prudential Financial
175
Prudential Financial
New Jersey
$121K +$3.68K +704 +5%

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.