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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
S
201
SignatureFD
Georgia
$70.9K +$32.8K +6,277 +257%
Russell Investments Group
202
Russell Investments Group
United Kingdom
$65.3K -$27.7K -5,285 -40%
Nisa Investment Advisors
203
Nisa Investment Advisors
Missouri
$61.3K +$29.2K +5,577 +284%
SAM
204
Shell Asset Management
Netherlands
$57K -$10.9K -2,091 -23%
Comerica Bank
205
Comerica Bank
Texas
$50.6K -$2.18K -417 -6%
Lazard Asset Management
206
Lazard Asset Management
New York
$48K +$12.1K +2,320 +63%
QCG
207
Quadrant Capital Group
Ohio
$41.1K +$24.5K +4,678 +1,228%
ACM
208
ADAR1 Capital Management
Texas
$40.6K +$26.2K +5,000 New
KBC Group
209
KBC Group
Belgium
$37K
Belvedere Trading
210
Belvedere Trading
Illinois
$35.1K +$19.5K +3,734 +634%
LC
211
Lindbrook Capital
California
$21.2K +$5.65K +1,079 +70%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$15.3K
NA
213
NewEdge Advisors
Louisiana
$14.6K
CAM
214
Costello Asset Management
Pennsylvania
$8.13K
RG
215
Retirement Group
California
$8.13K +$5.23K +1,000 New
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$7.41K +$3K +573 +170%
Daiwa Securities Group
217
Daiwa Securities Group
Japan
$7K
AF
218
Allworth Financial
California
$5.95K +$3.83K +732 New
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$5K +$2.21K +423 +309%
BWM
220
BKM Wealth Management
Wisconsin
$4.63K +$2.98K +570 New
GI
221
GAMMA Investing
California
$4.37K +$2.96K +565 New
PS
222
Principal Securities
Iowa
$4.05K +$2.61K +498 New
PWMG
223
Private Wealth Management Group
New Jersey
$3.77K +$2.42K +463 New
VAMG
224
Voisard Asset Management Group
Michigan
$2.22K +$1.43K +273 New
CIA
225
Cape Investment Advisory
Georgia
$1.37K

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.