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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
US Bancorp
176
US Bancorp
Minnesota
$120K +$53.2K +10,170 +222%
X
177
Xponance
Pennsylvania
$113K +$2.04K +390 +3%
CIM
178
CIM Investment Management
Pennsylvania
$112K
DT
179
Diversified Trust
Tennessee
$110K +$7.75K +1,481 +12%
TRCT
180
Tower Research Capital (TRC)
New York
$110K +$1.01K +194 +1%
MLICM
181
Metropolitan Life Insurance Company (MetLife)
New York
$109K
I
182
InceptionR
California
$108K +$69.4K +13,266 New
B
183
Bailard
California
$103K +$66.5K +12,700 New
CA
184
Calton & Associates
Florida
$98.3K +$63.3K +12,090 New
VEA
185
Virtus ETF Advisers
New York
$97.6K +$3.15K +603 +5%
PCM
186
Prelude Capital Management
New York
$97.6K +$62.8K +12,000 New
Parallax Volatility Advisers
187
Parallax Volatility Advisers
California
$97.4K +$62.7K +11,977 New
Canada Pension Plan Investment Board
188
Canada Pension Plan Investment Board
Ontario, Canada
$95.9K
DFCM
189
Dark Forest Capital Management
Puerto Rico
$95.1K -$52.8K -10,089 -46%
Man Group
190
Man Group
United Kingdom
$94.5K +$60.8K +11,619 New
DBIA
191
Dumont & Blake Investment Advisors
New Jersey
$93K +$60.2K +11,500 New
BPCA
192
Bank Pictet & Cie (Asia)
Singapore
$91.3K +$58.7K +11,227 New
CHAM
193
Clear Harbor Asset Management
Connecticut
$89.4K +$57.6K +11,000 New
Baird Financial Group
194
Baird Financial Group
Wisconsin
$87.8K +$56.5K +10,800 New
MAM
195
Martingale Asset Management
Massachusetts
$87.3K +$56.2K +10,741 New
Cetera Investment Advisers
196
Cetera Investment Advisers
Illinois
$85.1K +$54.7K +10,462 New
TCMP
197
Thrive Capital Management (Pennsylvania)
Pennsylvania
$81.3K
AWM
198
AE Wealth Management
Kansas
$79.5K +$5 +1 +0%
SPIA
199
Steward Partners Investment Advisory
New York
$78.3K +$12.6K +2,400 +33%
AssetMark Inc
200
AssetMark Inc
California
$77.5K +$3.42K +654 +7%

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.