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ImmunityBio
IBRX

Overview Fund Activity

125 hedge funds and large institutions have $390M invested in ImmunityBio in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 17 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
26
Increased
62
Reduced
17
Closed
27
Calls
$8.17M
Puts
$19.9M
Net Calls
-$11.7M
Net Calls Change
+$15M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$79.4M
2
State Street
2
State Street
Massachusetts
$59.9M
3
BlackRock
3
BlackRock
New York
$75.3M
4
Northern Trust
4
Northern Trust
Illinois
$19.3M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$21M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$0
2
HF
2
HRT Financial
New York
$0
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$35K
4
Rafferty Asset Management
4
Rafferty Asset Management
New York
$5.97M
5
LPL Financial
5
LPL Financial
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$29K +$14.8K +1,045 +105%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$27K – – –
Bank Julius Baer & Co
103
Bank Julius Baer & Co
Switzerland
$21K -$414 -29 -2%
WOC
104
West Oak Capital
California
$21K – – –
OSAM
105
O'Shaughnessy Asset Management
Connecticut
$20K – – –
HI
106
Harbour Investments
Wisconsin
$19K – – –
LC
107
Lindbrook Capital
California
$14K – – –
Daiwa Securities Group
108
Daiwa Securities Group
Japan
$11K +$7.82K +530 +245%
SWM
109
Spire Wealth Management
Virginia
$9K – – –
MCM
110
Manchester Capital Management
Vermont
$4K – – –
AF
111
Advisornet Financial
Minnesota
$4K – – –
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$4K – – –
OIA
113
Optimum Investment Advisors
Illinois
$4K – – –
PHK
114
Point72 Hong Kong
Hong Kong
$4K +$4K +310 New
CFA
115
Carroll Financial Associates
North Carolina
$3K -$3K -250 -50%
SWM
116
Sugarloaf Wealth Management
Georgia
$3K +$1.5K +100 +100%
TWM
117
Tradition Wealth Management
Minnesota
$3K +$3K +200 New
ASN
118
Advisory Services Network
Georgia
$2K -$896K -78,427 -100%
BWM
119
BerganKDV Wealth Management
Minnesota
$2K +$2K +115 New
KTC
120
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
SL
122
Savior LLC
Massachusetts
$1K – – –
Fidelity Investments
123
Fidelity Investments
Massachusetts
$1K +$980 +98 +4,900%
AIG
124
American International Group
New York
$535 +$273 +19,104 +104%
Dimensional Fund Advisors
125
Dimensional Fund Advisors
Texas
– -$2.34M -98,437 Closed
3 4
5
6 7