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ImmunityBio

126 hedge funds and large institutions have $381M invested in ImmunityBio in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more capital invested

Capital invested by funds: $155M → $381M (+$226M)

110% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 20

21% more funds holding

Funds holding: 104126 (+22)

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

6.55% less ownership

Funds ownership: 10.75%4.19% (-6.6%)

53% less call options, than puts

Call options by funds: $24M | Put options by funds: $50.7M

Holders
126
Holders Change
+22
Holders Change %
+21.15%
% of All Funds
2.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
38
Reduced
32
Closed
20
Calls
$24M
Puts
$50.7M
Net Calls
-$26.7M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
N
126
Nuveen
North Carolina
-$1.5M -112,537 Closed
RJA
127
Raymond James & Associates
Florida
-$828K -62,125 Closed
NCM
128
Nantahala Capital Management
Connecticut
-$703K -52,771 Closed
AQR Capital Management
129
AQR Capital Management
Connecticut
-$604K -45,338 Closed
DekaBank Deutsche Girozentrale
130
DekaBank Deutsche Girozentrale
Germany
-$540K -41,000 Closed
Barclays
131
Barclays
United Kingdom
-$503K -37,686 Closed
QI
132
QS Investors
New York
-$266K -19,950 Closed
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
-$260K -19,500 Closed
Nomura Holdings
134
Nomura Holdings
Japan
-$179K -13,409 Closed
AFM
135
Anson Funds Management
Texas
-$133K -10,000 Closed
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
-$97K -7,300 Closed
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
-$83.4K -6,256 Closed
NSIM
138
North Star Investment Management
Illinois
-$67K -5,000 Closed
Canada Life
139
Canada Life
Manitoba, Canada
-$27K -2,052 Closed
FIA
140
FNY Investment Advisers
New York
-$25.9K -1,000 Closed
DTIM
141
Danda Trouve Investment Management
Kansas
-$4K -300 Closed
CFD
142
Creative Financial Designs
Indiana
-$2K -120 Closed
IA
143
Inspire Advisors
Idaho
-$1K -63 Closed
AAMU
144
Amundi Asset Management US
Massachusetts
-$1K -39 Closed
Fidelity Investments
145
Fidelity Investments
Massachusetts
+$52 +2 New

IBRX Hedge Fund Activity: Q1 2021 in Review

126 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ImmunityBio (IBRX) for Q1 2021, worth a combined $381M — up 145% from $155M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IBRX positions and 20 closed out — a net gain of 22 holders — while 38 added to existing stakes and 32 trimmed.

The largest buyer was State Street, adding an estimated $43.2M. The largest seller was Invesco, cutting an estimated $8.63M.

  • 126 institutional investors held ImmunityBio (IBRX) as of Q1 2021, up from 104 in Q4 2020.
  • Funds reported $381M of ImmunityBio stock for Q1 2021, up 145% quarter-over-quarter.
  • 42 funds opened new ImmunityBio positions in Q1 2021 and 20 closed out, a net change of +22 holders.
  • The largest ImmunityBio buyer in Q1 2021 was State Street, an estimated $43.2M added.
  • The largest ImmunityBio seller in Q1 2021 was Invesco, an estimated $8.63M sold.

Based on aggregated 13F filings for Q1 2021.