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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$185M +$3.5M +669,350 +3%
MFM
2
MHR Fund Management
New York
$163M
BlackRock
3
BlackRock
New York
$155M +$3.64M +695,327 +4%
State Street
4
State Street
Massachusetts
$134M -$1.61M -307,881 -2%
PA
5
Perceptive Advisors
New York
$97.4M +$86.2K +16,477 +0.1%
Morgan Stanley
6
Morgan Stanley
New York
$60.4M +$25.9M +4,948,965 +199%
ACA
7
Avoro Capital Advisors
New York
$54.5M
Pictet Asset Management
8
Pictet Asset Management
Switzerland
$42.8M -$8.64M -1,650,375 -24%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$41M +$1.51M +287,687 +6%
Artisan Partners
10
Artisan Partners
Wisconsin
$39.2M -$1.09M -208,809 -4%
O
11
OrbiMed
New York
$38.3M
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$31.9M -$2.88M -550,677 -12%
Goldman Sachs
13
Goldman Sachs
New York
$29.9M -$429K -82,078 -2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$28.6M -$2.41M -461,398 -12%
MB
15
MPM BioImpact
Massachusetts
$26.7M +$10.8K +2,073 +0.1%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$26.6M -$1.68M -320,518 -9%
JP Morgan Chase
17
JP Morgan Chase
New York
$23.1M +$488K +93,311 +3%
CS
18
Credit Suisse
Switzerland
$22.9M -$153K -29,153 -1%
Principal Financial Group
19
Principal Financial Group
Iowa
$21.4M -$35.7K -6,828 -0.3%
Northern Trust
20
Northern Trust
Illinois
$17.7M +$993K +189,698 +10%
LFCM
21
Long Focus Capital Management
Puerto Rico
$17.4M -$1.75M -335,000 -14%
PAI
22
Palo Alto Investors
California
$17.1M +$11M +2,106,792 New
HRCM
23
Hood River Capital Management
Florida
$16.3M +$48K +9,175 +0.5%
Deutsche Bank
24
Deutsche Bank
Germany
$15.6M +$7.39M +1,412,125 +281%
RHJA
25
Rice Hall James & Associates
California
$14.2M +$148K +28,196 +2%

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.