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ImmunityBio
IBRX

149 hedge funds and large institutions have $200M invested in ImmunityBio in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

13% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 39

6% more funds holding

Funds holding: 141 → 149 (+8)

0.28% more ownership

Funds ownership: 8.67% → 8.95% (+0.28%)

5% less capital invested

Capital invested by funds: $209M → $200M (-$9.54M)

45% less call options, than puts

Call options by funds: $2.39M | Put options by funds: $4.31M

Holders
149
Holders Change
+8
Holders Change %
+5.67%
% of All Funds
2.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
44
Reduced
39
Closed
20
Calls
$2.39M
Puts
$4.31M
Net Calls
-$1.92M
Net Calls Change
+$2.51M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.93M
2
State Street
State Street
Massachusetts
+$3.34M
3
OIM
Oracle Investment Management
Connecticut
+$2.45M
4
Millennium Management
Millennium Management
New York
+$2.04M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.9M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$1.85M
2
Citigroup
Citigroup
New York
-$1.78M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.44M
4
BlackRock
BlackRock
New York
-$1.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
126
West Oak Capital
California
$8K – – –
LC
127
Lindbrook Capital
California
$6K – – –
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
WAM
129
Worth Asset Management
Texas
$5K +$10.1K +1,650 New
AF
130
Advisornet Financial
Minnesota
$4K +$3.07K +500 +200%
AAP
131
Arax Advisory Partners
Colorado
$3K – – –
SWM
132
Spire Wealth Management
Virginia
$3K – – –
US Bancorp
133
US Bancorp
Minnesota
$2K -$1.61K -262 -45%
PA
134
PSI Advisors
Florida
$2K – – –
ACM
135
Aquatic Capital Management
Illinois
$2K +$2.45K +400 New
BWM
136
BerganKDV Wealth Management
Minnesota
$1K – – –
CWP
137
Concord Wealth Partners
Virginia
$1K – – –
HNWAG
138
High Net Worth Advisory Group
Florida
$1K – – –
MCM
139
Manchester Capital Management
Vermont
$1K – – –
Koshinski Asset Management
140
Koshinski Asset Management
Illinois
$230 – – –
Renaissance Technologies
141
Renaissance Technologies
New York
– -$1.85M -304,900 Closed
SC
142
Sculptor Capital
New York
– -$932K -153,300 Closed
MOACM
143
Mutual of America Capital Management
New York
– -$714K -117,439 Closed
Russell Investments Group
144
Russell Investments Group
United Kingdom
– -$691K -113,723 Closed
Prudential Financial
145
Prudential Financial
New Jersey
– -$459K -75,365 Closed
OQS
146
Occudo Quantitative Strategies
Florida
– -$291K -47,850 Closed
XT
147
XTX Topco
Cayman Islands
– -$116K -19,159 Closed
GAG
148
GM Advisory Group
New York
– -$116K -19,057 Closed
E
149
Ergoteles
New York
– -$105K -17,264 Closed
Axa
150
Axa
France
– -$100K -16,500 Closed
3 4 5
6
7

IBRX Hedge Fund Activity: Q1 2022 in Review

149 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ImmunityBio (IBRX) for Q1 2022, worth a combined $200M — down 4.6% from $209M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IBRX positions and 20 closed out — a net gain of 9 holders — while 44 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.93M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $1.85M sold.

  • 149 institutional investors held ImmunityBio (IBRX) as of Q1 2022, up from 141 in Q4 2021.
  • Funds reported $200M of ImmunityBio stock for Q1 2022, down 4.6% quarter-over-quarter.
  • 29 funds opened new ImmunityBio positions in Q1 2022 and 20 closed out, a net change of +9 holders.
  • The largest ImmunityBio buyer in Q1 2022 was Morgan Stanley, an estimated $3.93M added.
  • The largest ImmunityBio seller in Q1 2022 was Renaissance Technologies, an estimated $1.85M sold.

Based on aggregated 13F filings for Q1 2022.