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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
Creative Planning
76
Creative Planning
Kansas
$159K +$99.3K +31,638 New
Teacher Retirement System of Texas
77
Teacher Retirement System of Texas
Texas
$154K -$20K -6,381 -17%
Osaic Holdings
78
Osaic Holdings
Arizona
$153K +$5.78K +1,843 +6%
Zurich Cantonal Bank
79
Zurich Cantonal Bank
Switzerland
$141K +$28K +8,932 +47%
KAS
80
Kestra Advisory Services
Texas
$135K +$11K +3,500 +15%
SW
81
SteelPeak Wealth
California
$132K – – –
BPA
82
Beacon Pointe Advisors
California
$131K – – –
ECM
83
ExodusPoint Capital Management
New York
$118K +$73.9K +23,558 New
VEA
84
Virtus ETF Advisers
New York
$114K -$36.8K -11,714 -34%
Pictet Asset Management
85
Pictet Asset Management
Switzerland
$108K – – –
CA
86
Continuum Advisory
Idaho
$107K +$66.7K +21,243 New
Ameriprise
87
Ameriprise
Minnesota
$106K +$66.2K +21,100 New
WWM
88
Western Wealth Management
Colorado
$103K -$1.02K -325 -2%
BFS
89
Bard Financial Services
Connecticut
$96.6K – – –
AB
90
Amalgamated Bank
New York
$89K +$10K +3,186 +22%
Victory Capital Management
91
Victory Capital Management
Texas
$88.6K +$11.3K +3,613 +26%
CCM
92
Carlson Capital Management
Minnesota
$88.4K +$55.2K +17,600 New
Fidelity Investments
93
Fidelity Investments
Massachusetts
$86.4K +$7.32K +2,333 +16%
TCM
94
Traynor Capital Management
Pennsylvania
$85.6K +$6.59K +2,100 +14%
VPIM
95
Vanguard Personalized Indexing Management
California
$84.2K -$15.1K -4,828 -22%
CF
96
Copperwynd Financial
Arizona
$78.8K +$49.3K +15,700 New
CC
97
Courier Capital
New York
$75.3K +$47.1K +15,000 New
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$75K – – –
AA
99
Aire Advisors
California
$74.1K -$3 -1 -0%
Russell Investments Group
100
Russell Investments Group
United Kingdom
$74.1K +$37.2K +11,861 +408%
2 3
4
5 6

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.