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ImmunityBio
IBRX

147 hedge funds and large institutions have $292M invested in ImmunityBio in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more capital invested

Capital invested by funds: $84.1M → $292M (+$208M)

183% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $5.13M

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

104% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 28

12% more funds holding

Funds holding: 131 → 147 (+16)

1.24% more ownership

Funds ownership: 7.47% → 8.71% (+1.2%)

Holders
147
Holders Change
+16
Holders Change %
+12.21%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
57
Reduced
28
Closed
13
Calls
$14.5M
Puts
$5.13M
Net Calls
+$9.38M
Net Calls Change
+$9.57M

Top Buyers

1
State Street
State Street
Massachusetts
+$21.2M
2
Goldman Sachs
Goldman Sachs
New York
+$2.67M
3
Jane Street
Jane Street
New York
+$2.58M
4
Morgan Stanley
Morgan Stanley
New York
+$2.52M
5
Rafferty Asset Management
Rafferty Asset Management
New York
+$2.32M

Top Sellers

1
AC
Armistice Capital
New York
-$5.87M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$4.23M
3
Group One Trading
Group One Trading
Illinois
-$1.4M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$1.07M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$852K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
51
American International Group
New York
$331K +$28.4K +9,043 +16%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$325K +$44.1K +14,061 +29%
ProShare Advisors
53
ProShare Advisors
Maryland
$324K +$62.7K +19,981 +45%
VF
54
Virtu Financial
New York
$304K +$190K +60,469 New
Janus Henderson Group
55
Janus Henderson Group
United Kingdom
$303K -$3 -1 -0%
Millennium Management
56
Millennium Management
New York
$303K +$50.7K +16,147 +37%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$302K +$45.6K +14,532 +32%
WE
58
Wealth Effects
Massachusetts
$299K +$18.8K +6,000 +11%
Squarepoint
59
Squarepoint
New York
$278K +$174K +55,322 New
VOYA Investment Management
60
VOYA Investment Management
Georgia
$266K +$22.2K +7,073 +15%
Simplex Trading
61
Simplex Trading
Illinois
$262K +$136K +43,431 +489%
Wells Fargo
62
Wells Fargo
California
$258K +$37K +11,798 +30%
SG Americas Securities
63
SG Americas Securities
New York
$246K +$48K +15,308 +45%
LOIM
64
Liberty One Investment Management
Illinois
$239K +$342 +109 +0.2%
MFG
65
Merit Financial Group
Georgia
$220K – – –
TSS
66
Two Sigma Securities
New York
$219K +$30.2K +9,624 +28%
UBS Group
67
UBS Group
Switzerland
$214K +$9.19K +2,930 +7%
LPL Financial
68
LPL Financial
California
$214K +$93.4K +29,756 +230%
Mirae Asset Global Investments
69
Mirae Asset Global Investments
South Korea
$210K +$97.7K +31,143 +291%
EFM
70
E Fund Management
China
$198K +$124K +39,494 New
ASRS
71
Arizona State Retirement System
Arizona
$187K +$260 +83 +0.2%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$173K +$6.03K +1,920 +6%
BBWA
73
Bell & Brown Wealth Advisors
California
$173K +$108K +34,400 New
SWP
74
Stratos Wealth Partners
Ohio
$171K +$107K +34,050 New
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$171K -$719 -229 -0.7%
1 2
3
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IBRX Hedge Fund Activity: Q4 2023 in Review

147 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ImmunityBio (IBRX) for Q4 2023, worth a combined $292M — up 247% from $84.1M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IBRX positions and 13 closed out — a net gain of 17 holders — while 57 added to existing stakes and 28 trimmed.

The largest buyer was State Street, adding an estimated $21.2M. The largest seller was Armistice Capital, exiting entirely with an estimated $5.87M sold.

  • 147 institutional investors held ImmunityBio (IBRX) as of Q4 2023, up from 131 in Q3 2023.
  • Funds reported $292M of ImmunityBio stock for Q4 2023, up 247% quarter-over-quarter.
  • 30 funds opened new ImmunityBio positions in Q4 2023 and 13 closed out, a net change of +17 holders.
  • The largest ImmunityBio buyer in Q4 2023 was State Street, an estimated $21.2M added.
  • The largest ImmunityBio seller in Q4 2023 was Armistice Capital, an estimated $5.87M sold.

Based on aggregated 13F filings for Q4 2023.