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Iovance Biotherapeutics

273 hedge funds and large institutions have $3.22B invested in Iovance Biotherapeutics in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 90 increasing their positions, 83 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $93.8M | Put options by funds: $31.4M

112% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 33

87% more capital invested

Capital invested by funds: $1.72B → $3.22B (+$1.5B)

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

16% more funds holding

Funds holding: 236273 (+37)

8% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 83

4.69% less ownership

Funds ownership: 82.47%77.78% (-4.7%)

Holders
273
Holders Change
+37
Holders Change %
+15.68%
% of All Funds
3.93%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
70
Increased
90
Reduced
83
Closed
33
Calls
$93.8M
Puts
$31.4M
Net Calls
+$62.4M
Net Calls Change
+$27.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$369M +$24.5M +2,102,480 +9%
MFM
2
MHR Fund Management
New York
$356M +$46.6M +4,000,000 +20%
BlackRock
3
BlackRock
New York
$295M +$9.99M +857,946 +4%
PA
4
Perceptive Advisors
New York
$286M +$84.9M +7,293,576 +61%
ACA
5
Avoro Capital Advisors
New York
$173M +$58.2M +5,000,000 +75%
State Street
6
State Street
Massachusetts
$154M -$70.1M -6,021,669 -37%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$81.6M +$5.46M +469,519 +9%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$78.1M +$23.2M +1,991,262 +61%
Artisan Partners
9
Artisan Partners
Wisconsin
$76.1M +$3.61M +310,552 +6%
JP Morgan Chase
10
JP Morgan Chase
New York
$65M +$18M +1,546,027 +54%
Goldman Sachs
11
Goldman Sachs
New York
$56.1M +$1.18M +101,003 +3%
SCM
12
Soleus Capital Management
Connecticut
$51.9M +$34.3M +2,950,000 +532%
Voloridge Investment Management
13
Voloridge Investment Management
Florida
$51.8M +$29.2M +2,511,104 +255%
Pictet Asset Management
14
Pictet Asset Management
Switzerland
$47.5M -$23.4M -2,012,755 -38%
SPPAM
15
Summit Partners Public Asset Management
Massachusetts
$44M +$34.5M +2,965,987 New
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$42.6M -$7.51M -645,489 -18%
Morgan Stanley
17
Morgan Stanley
New York
$39.9M -$55.2M -4,740,069 -64%
HRCM
18
Hood River Capital Management
Florida
$38.9M +$7.25M +622,728 +31%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$34.9M +$24.9M +2,137,032 +993%
Northern Trust
20
Northern Trust
Illinois
$33M +$518K +44,467 +2%
MB
21
MPM BioImpact
Massachusetts
$32.6M -$12.7M -1,089,470 -33%
PAI
22
Palo Alto Investors
California
$31.3M +$70.1K +6,019 +0.3%
CS
23
Credit Suisse
Switzerland
$29.8M -$9.38M -806,270 -29%
Principal Financial Group
24
Principal Financial Group
Iowa
$29.7M -$7.34M -630,422 -24%
Charles Schwab
25
Charles Schwab
California
$28.4M +$1.93M +166,077 +10%

IOVA Hedge Fund Activity: Q1 2024 in Review

273 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Iovance Biotherapeutics (IOVA) for Q1 2024, worth a combined $3.22B — up 87% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IOVA positions and 33 closed out — a net gain of 37 holders — while 90 added to existing stakes and 83 trimmed.

The largest buyer was Perceptive Advisors, adding an estimated $84.9M. The largest seller was State Street, cutting an estimated $70.1M.

  • 273 institutional investors held Iovance Biotherapeutics (IOVA) as of Q1 2024, up from 236 in Q4 2023.
  • Funds reported $3.22B of Iovance Biotherapeutics stock for Q1 2024, up 87% quarter-over-quarter.
  • 70 funds opened new Iovance Biotherapeutics positions in Q1 2024 and 33 closed out, a net change of +37 holders.
  • The largest Iovance Biotherapeutics buyer in Q1 2024 was Perceptive Advisors, an estimated $84.9M added.
  • The largest Iovance Biotherapeutics seller in Q1 2024 was State Street, an estimated $70.1M sold.

Based on aggregated 13F filings for Q1 2024.