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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
WIP
101
WealthCare Investment Partners
Rhode Island
$73.8K – – –
CLOS
102
Compagnie Lombard Odier SCmA
Switzerland
$70.3K – – –
AIP
103
Ameritas Investment Partners
Nebraska
$68.9K +$8.95K +2,852 +26%
IWC
104
Integrated Wealth Concepts
Massachusetts
$67.8K – – –
PCMC
105
Planning Capital Management Corporation
Pennsylvania
$67K +$41.9K +13,342 New
LA
106
Legacy Advisors
Pennsylvania
$62.8K – – –
AC
107
AXQ Capital
New Jersey
$62.2K +$38.9K +12,400 New
RJFSA
108
Raymond James Financial Services Advisors
Florida
$61.3K +$784 +250 +2%
FIM
109
Freedom Investment Management
Connecticut
$56.1K -$709 -226 -2%
NFG
110
Norris Financial Group
South Carolina
$55.2K – – –
GAM
111
Gotham Asset Management
New York
$54.2K +$33.9K +10,788 New
CC
112
Callan Capital
California
$53K – – –
PAG
113
Private Advisor Group
New Jersey
$52.7K +$32.9K +10,500 New
SPS
114
Susquehanna Portfolio Strategies
Pennsylvania
$52.2K +$32.6K +10,392 New
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$51K +$32K +10,185 New
GC
116
Grimes & Company
Massachusetts
$50.2K – – –
TRCT
117
Tower Research Capital (TRC)
New York
$47.2K +$8.92K +2,844 +43%
MM
118
Meridian Management
Arkansas
$45.8K +$31.4K +10,000 New
MLICM
119
Metropolitan Life Insurance Company (MetLife)
New York
$38.6K +$5.09K +1,622 +27%
Lazard Asset Management
120
Lazard Asset Management
New York
$31K +$813 +259 +4%
Daiwa Securities Group
121
Daiwa Securities Group
Japan
$14K +$3.51K +1,120 +70%
ASN
122
Advisory Services Network
Georgia
$12.6K +$7.86K +2,506 New
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$10.2K -$25K -7,966 -80%
IFAM
124
Institutional & Family Asset Management
Colorado
$10K – – –
QC
125
Quent Capital
New York
$9.16K -$16 -5 -0.3%
3 4
5
6 7

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.