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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
WAM
201
Worth Asset Management
Texas
$5.63K +$2.15K +300 +60%
NA
202
NewEdge Advisors
Louisiana
$4.93K +$5.01K +700 New
BWL
203
Bogart Wealth LLC
Virginia
$3.91K +$3.97K +555 New
OA
204
Operose Advisors
Wisconsin
$3.52K +$3.58K +500 New
QC
205
Quent Capital
New York
$2.48K
IA
206
IFP Advisors
Florida
$2.11K +$2.15K +300 New
KTC
207
Kistler-Tiffany Companies
Pennsylvania
$1.76K
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$1.63K
EWA
209
EverSource Wealth Advisors
Alabama
$1.6K +$1.63K +228 New
PA
210
Parallel Advisors
California
$1.42K -$251 -35 -15%
CIA
211
Cape Investment Advisory
Georgia
$1.18K
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$1.17K
HBW
213
Hazlett, Burt & Watson
West Virginia
$1K
CAM
214
ClariVest Asset Management
California
$1K +$372 +52 +32%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$1K +$773 +108 +124%
AF
216
Allworth Financial
California
$444 -$64 -9 -13%
BIA
217
Bell Investment Advisors
California
$444 +$451 +63 New
FFA
218
Farther Finance Advisors
California
$260
DM
219
Deerfield Management
New York
-$11.2M -1,831,607 Closed
KCM
220
Kynam Capital Management
New Jersey
-$11M -1,800,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
221
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$6.89M -1,127,900 Closed
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
-$6.32M -945,516 Closed
JGC
223
J. Goldman & Co
New York
-$3.98M -651,664 Closed
LOAMS
224
Lombard Odier Asset Management (Switzerland)
Switzerland
-$3.24M -530,452 Closed
PCM
225
Peregrine Capital Management
Minnesota
-$1.84M -301,068 Closed