We are live on ! Find out more
IBRX icon

ImmunityBio

139 hedge funds and large institutions have $256M invested in ImmunityBio in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more capital invested

Capital invested by funds: $196M → $256M (+$60M)

10% more funds holding

Funds holding: 126139 (+13)

2.34% more ownership

Funds ownership: 9.87%12.21% (+2.3%)

2% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 42

22% less call options, than puts

Call options by funds: $3.69M | Put options by funds: $4.76M

Holders
139
Holders Change
+13
Holders Change %
+10.32%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
43
Reduced
42
Closed
11
Calls
$3.69M
Puts
$4.76M
Net Calls
-$1.07M
Net Calls Change
-$345K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$1.3M +$18.3K +3,335 +1%
WPA
27
Winning Points Advisors
Florida
$1.23M -$49.3K -8,970 -4%
AllianceBernstein
28
AllianceBernstein
Tennessee
$1.14M
Citigroup
29
Citigroup
New York
$1.08M -$884K -161,039 -43%
DekaBank Deutsche Girozentrale
30
DekaBank Deutsche Girozentrale
Germany
$951K
CCA
31
Clearwater Capital Advisors
Illinois
$943K
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$941K +$790K +143,844 +345%
PI
33
Putnam Investments
Massachusetts
$872K -$505 -92 -0.1%
SSA
34
Schonfeld Strategic Advisors
New York
$787K +$852K +155,203 New
Citadel Advisors
35
Citadel Advisors
Florida
$776K -$2.17M -395,134 -72%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$760K -$43.4K -7,908 -5%
UBS AM
37
UBS AM
Illinois
$746K +$65K +11,843 +9%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$695K +$10.7K +1,949 +1%
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$670K +$716K +130,300 +7,239%
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$581K -$681K -123,979 -52%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$571K +$16.9K +3,077 +3%
VIA
42
Vident Investment Advisory
Georgia
$558K -$467K -85,029 -44%
EMG
43
ETF Managers Group
New Jersey
$506K -$101K -18,326 -16%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$503K +$1.1K +201 +0.2%
MIC
45
Meridian Investment Counsel
California
$489K
CAM
46
ClariVest Asset Management
California
$454K -$1.46K -266 -0.3%
Principal Financial Group
47
Principal Financial Group
Iowa
$350K +$64.8K +11,801 +21%
Ameriprise
48
Ameriprise
Minnesota
$345K +$373K +67,995 New
Marshall Wace
49
Marshall Wace
United Kingdom
$301K +$42.4K +7,718 +15%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$298K -$308 -56 -0.1%

IBRX Hedge Fund Activity: Q4 2022 in Review

139 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ImmunityBio (IBRX) for Q4 2022, worth a combined $256M — up 31% from $196M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IBRX positions and 11 closed out — a net gain of 15 holders — while 43 added to existing stakes and 42 trimmed.

The largest buyer was CVI Holdings, opening a new position worth an estimated $41.8M. The largest seller was D.E. Shaw & Co, exiting entirely with an estimated $3.37M sold.

  • 139 institutional investors held ImmunityBio (IBRX) as of Q4 2022, up from 126 in Q3 2022.
  • Funds reported $256M of ImmunityBio stock for Q4 2022, up 31% quarter-over-quarter.
  • 26 funds opened new ImmunityBio positions in Q4 2022 and 11 closed out, a net change of +15 holders.
  • The largest ImmunityBio buyer in Q4 2022 was CVI Holdings, an estimated $41.8M added.
  • The largest ImmunityBio seller in Q4 2022 was D.E. Shaw & Co, an estimated $3.37M sold.

Based on aggregated 13F filings for Q4 2022.