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ImmunityBio

146 hedge funds and large institutions have $89.2M invested in ImmunityBio in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

5% more funds holding

Funds holding: 139146 (+7)

4% more call options, than puts

Call options by funds: $1.32M | Put options by funds: $1.27M

5% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 42

1.61% less ownership

Funds ownership: 12.21%10.6% (-1.6%)

65% less capital invested

Capital invested by funds: $256M → $89.2M (-$167M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
2.33%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
40
Reduced
42
Closed
26
Calls
$1.32M
Puts
$1.27M
Net Calls
+$56K
Net Calls Change
+$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
51
State of Wisconsin Investment Board
Wisconsin
$188K -$35.8K -11,511 -10%
PWMAG
52
Pinnacle Wealth Management Advisory Group
New Jersey
$187K +$319K +102,740 New
MIC
53
Meridian Investment Counsel
California
$176K
SSA
54
Schonfeld Strategic Advisors
New York
$144K -$237K -76,103 -49%
Balyasny Asset Management
55
Balyasny Asset Management
Illinois
$132K -$2.56M -824,695 -92%
HF
56
HRT Financial
New York
$127K +$217K +69,888 New
MIH
57
Meitav Investment House
Israel
$122K +$135K +43,429 New
Principal Financial Group
58
Principal Financial Group
Iowa
$118K -$12.9K -4,164 -6%
Janus Henderson Group
59
Janus Henderson Group
United Kingdom
$109K +$89.2K +28,703 +91%
Corient Private Wealth
60
Corient Private Wealth
Florida
$108K +$111K +35,852 +152%
Deutsche Bank
61
Deutsche Bank
Germany
$102K +$46.2K +14,874 +36%
Legal & General Group
62
Legal & General Group
United Kingdom
$101K +$33.2K +10,679 +24%
William Blair & Company
63
William Blair & Company
Illinois
$96.5K
CC
64
Centiva Capital
New York
$94.1K +$161K +51,692 New
SG Americas Securities
65
SG Americas Securities
New York
$93K +$105K +33,613 +193%
SC
66
Sculptor Capital
New York
$89.5K
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$82K -$436K -140,115 -76%
Invesco
68
Invesco
Georgia
$76.9K -$904K -290,625 -87%
Barclays
69
Barclays
United Kingdom
$75.1K -$669K -215,077 -84%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$72.8K +$706 +227 +0.6%
AIG
71
American International Group
New York
$71.9K +$2.44K +786 +2%
YIH
72
Y-Intercept (HK)
Hong Kong
$71.4K +$122K +39,242 New
ProShare Advisors
73
ProShare Advisors
Maryland
$69.8K -$16.4K -5,278 -12%
Teacher Retirement System of Texas
74
Teacher Retirement System of Texas
Texas
$67K +$970 +312 +0.9%
JFG
75
Jefferies Financial Group
New York
$63.7K +$109K +35,000 New

IBRX Hedge Fund Activity: Q1 2023 in Review

146 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ImmunityBio (IBRX) for Q1 2023, worth a combined $89.2M — down 65% from $256M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IBRX positions and 26 closed out — a net gain of 7 holders — while 40 added to existing stakes and 42 trimmed.

The largest buyer was Armistice Capital, opening a new position worth an estimated $18M. The largest seller was CVI Holdings, exiting entirely with an estimated $38.6M sold.

  • 146 institutional investors held ImmunityBio (IBRX) as of Q1 2023, up from 139 in Q4 2022.
  • Funds reported $89.2M of ImmunityBio stock for Q1 2023, down 65% quarter-over-quarter.
  • 33 funds opened new ImmunityBio positions in Q1 2023 and 26 closed out, a net change of +7 holders.
  • The largest ImmunityBio buyer in Q1 2023 was Armistice Capital, an estimated $18M added.
  • The largest ImmunityBio seller in Q1 2023 was CVI Holdings, an estimated $38.6M sold.

Based on aggregated 13F filings for Q1 2023.