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Iovance Biotherapeutics

227 hedge funds and large institutions have $970M invested in Iovance Biotherapeutics in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 107 increasing their positions, 52 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $16.2M

106% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 52

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

4% more funds holding

Funds holding: 219227 (+8)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4.86% less ownership

Funds ownership: 90.88%86.01% (-4.9%)

32% less capital invested

Capital invested by funds: $1.44B → $970M (-$466M)

Holders
227
Holders Change
+8
Holders Change %
+3.65%
% of All Funds
3.6%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
41
Increased
107
Reduced
52
Closed
31
Calls
$33.7M
Puts
$16.2M
Net Calls
+$17.4M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$101M +$11.4M +1,748,082 +9%
MFM
2
MHR Fund Management
New York
$91M +$52.2M +8,000,000 +67%
BlackRock
3
BlackRock
New York
$83.6M +$8.97M +1,374,638 +8%
State Street
4
State Street
Massachusetts
$76.1M +$20.7M +3,166,471 +23%
PA
5
Perceptive Advisors
New York
$54.4M -$13.5M -2,073,472 -15%
Millennium Management
6
Millennium Management
New York
$35.6M +$27.7M +4,239,406 +118%
Pictet Asset Management
7
Pictet Asset Management
Switzerland
$31.5M +$45.1M +6,913,684 New
ACA
8
Avoro Capital Advisors
New York
$30.5M
Artisan Partners
9
Artisan Partners
Wisconsin
$22.9M +$3.98M +609,738 +14%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$21.6M +$3.99M +611,049 +15%
O
11
OrbiMed
New York
$21.4M
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$20.4M +$19.2M +2,937,029 +191%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$18.1M +$12.3M +1,881,382 +90%
Goldman Sachs
14
Goldman Sachs
New York
$17.1M +$1.49M +228,371 +6%
BC
15
Boxer Capital
California
$16.9M
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$16.4M -$433K -66,253 -2%
MB
17
MPM BioImpact
Massachusetts
$15M +$2.2M +337,279 +11%
CS
18
Credit Suisse
Switzerland
$12.9M +$322K +49,345 +2%
CS
19
Candriam SCA
Luxembourg
$12.5M +$6.66M +1,020,037 +59%
JP Morgan Chase
20
JP Morgan Chase
New York
$12.5M +$725K +111,069 +4%
Principal Financial Group
21
Principal Financial Group
Iowa
$12M +$5.05M +772,905 +41%
Morgan Stanley
22
Morgan Stanley
New York
$11.3M -$6.63M -1,015,483 -29%
LFCM
23
Long Focus Capital Management
Puerto Rico
$11.2M +$3.88M +593,707 +32%
6CM
24
683 Capital Management
New York
$9.33M +$4.24M +650,000 +46%
Northern Trust
25
Northern Trust
Illinois
$9.07M +$1.18M +180,930 +10%

IOVA Hedge Fund Activity: Q3 2023 in Review

227 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Iovance Biotherapeutics (IOVA) for Q3 2023, worth a combined $970M — down 32% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IOVA positions and 31 closed out — a net gain of 10 holders — while 107 added to existing stakes and 52 trimmed.

The largest buyer was MHR Fund Management, adding an estimated $52.2M. The largest seller was Point72 Asset Management, cutting an estimated $41.6M.

  • 227 institutional investors held Iovance Biotherapeutics (IOVA) as of Q3 2023, up from 219 in Q2 2023.
  • Funds reported $970M of Iovance Biotherapeutics stock for Q3 2023, down 32% quarter-over-quarter.
  • 41 funds opened new Iovance Biotherapeutics positions in Q3 2023 and 31 closed out, a net change of +10 holders.
  • The largest Iovance Biotherapeutics buyer in Q3 2023 was MHR Fund Management, an estimated $52.2M added.
  • The largest Iovance Biotherapeutics seller in Q3 2023 was Point72 Asset Management, an estimated $41.6M sold.

Based on aggregated 13F filings for Q3 2023.