Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

IOVANCE BIOTHERAPEUTICS INC (IOVA)

259 + Investors. Track Smart Money conviction in IOVA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — IOVA

Based on 245 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IOVA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 85% of 3.0Y peak

85% of all-time peak
245 funds currently hold this stock — 85% of the 3.0-year high of 289 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 15% fewer funds vs a year ago

fund count last 6Q
44 fewer hedge funds hold IOVA compared to a year ago (-15% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 60% buying

151 buying100 selling
Last quarter: 151 funds were net buyers (51 opened a brand new position + 100 added to an existing one). Only 100 were sellers (64 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new IOVA position: 51 → 34 → 36 → 51. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 25% medium ■ 18% new
139 out of 245 hedge funds have held IOVA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +56% but shares only +23% — price-driven

Value
+55%
Shares
+22%
Last quarter: the total dollar value of institutional holdings rose +56%, but actual share count only changed +23%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~51 new funds/quarter

56 → 51 → 34 → 36 → 51 new funds/Q
New funds entering each quarter: 51 → 34 → 36 → 51. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 12% 1-2yr ■ 23% new
Of 259 current holders: 168 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
33 of 245 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in IOVA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IOVA

In 2025 Q4, 151 hedge funds were net buyers of IOVA (51 opened a new position, 100 added to an existing one), while 100 reduced or exited (64 trimmed, 36 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. 41% of total institutional value in IOVA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 245.

Hedge Fund Ownership: IOVA

How many hedge funds hold IOVA — quarterly history vs. share price
Quarterly hedge fund ownership of IOVA vs. share price

Market Analysis: IOVA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IOVA

Healthcare Biotechnology

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

41 top-rated funds 1 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: IOVA
2026 Q1 Stats Unlock in 8 days 259 + Investors

Track Smart Money conviction in IOVA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 259 242 7.02%
13F Shares 265M 216M 22.72%
Total Value $725M $465M 55.95%
New Positions 53 41 +12
Increased Positions 119 93 +26
Closed Positions 39 39 -
Reduced Positions 72 81 -9
Total Calls 8 9 -11.11%
Total Puts 6 4 50.0%
PUT/CALL Ratio 0.75 0.44 Neutral

Statistics: IOVA

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

259 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IOVA. Verified SEC 13F-HR filings.

Top 25 institutional holders of IOVA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CM Management, LLC 1.32% 450,000 $1.6M
2 Parametrica Management Ltd 0.78% 195,878 $688K
3 SECTOR GAMMA AS 0.75% 900,000 $3.2M
4 Mirador Capital Partners LP 0.53% 1,073,236 $3.8M
5 Sugar Maple Asset Management, LLC 0.26% 120,000 $421K
6 Haven Capital Group, Inc. 0.19% 59,143 $208K
7 Monaco Asset Management SAM 0.15% 225,000 $790K
8 GSA CAPITAL PARTNERS LLP 0.12% 557,085 $2K
9 Penbrook Management LLC 0.11% 42,445 $149K
10 Intellectus Partners, LLC 0.10% 136,446 $479K
11 C WorldWide Group Holding A/S 0.09% 1,260,000 $4K
12 Caitong International Asset Management Co., Ltd 0.08% 126,046 $442K
13 WealthTrust Axiom LLC 0.07% 80,000 $281K
14 Annis Gardner Whiting Capital Advisors, LLC 0.06% 100,400 $352K
15 R Squared Ltd 0.05% 26,883 $94K
16 Centurion Wealth Management LLC 0.05% 58,384 $205K
17 TEMA ETFS LLC 0.04% 184,115 $646K
18 PROFUND ADVISORS LLC 0.03% 194,767 $684K
19 Arcataur Capital Management LLC 0.03% 25,600 $90K
20 Leonteq Securities AG 0.02% 160,000 $562K
21 China Universal Asset Management Co., Ltd. 0.02% 73,106 $257K
22 GOULD ASSET MANAGEMENT LLC /CA/ 0.02% 31,735 $111K
23 CEERA INVESTMENTS, LLC 0.02% 12,465 $44K
24 Abel Hall, LLC 0.02% 24,406 $86K
25 Raiffeisen Bank International AG 0.02% 380,000 $1.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — IOVANCE BIOTHERAPEUTICS INC (IOVA)

What does the Smart Money Trend signal show for IOVA?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IOVA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IOVA?

More buyers than sellers — 60% buying: Last quarter: 151 funds were net buyers (51 opened a brand new position + 100 added to an existing one). Only 100 were sellers (64 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IOVA holders?

Elite ownership — 41% AUM from top-100 funds: 33 of 245 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in IOVA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IOVA?

57% of holders stayed for 2+ years: 139 out of 245 hedge funds have held IOVA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.