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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
MC
126
Mayo Clinic
Minnesota
$7.04K +$4.4K +1,403 New
WOC
127
West Oak Capital
California
$6K – – –
CTC
128
Central Trust Company
Missouri
$5.02K +$3.14K +1,000 New
AW
129
Avion Wealth
Texas
$5K +$1.07K +341 +49%
AF
130
Advisornet Financial
Minnesota
$3.77K – – –
EWA
131
EverSource Wealth Advisors
Alabama
$3.63K +$2.27K +723 New
GRP
132
Global Retirement Partners
California
$3.51K – – –
AAP
133
Arax Advisory Partners
Colorado
$3.01K – – –
BFEC
134
Benjamin F. Edwards & Company
Missouri
$3K – – –
WWM
135
Wolff Wiese Magana
California
$2.51K – – –
CTA
136
Colonial Trust Advisors
South Carolina
$2.13K – – –
ATC
137
Adirondack Trust Company
New York
$2.13K – – –
SPIA
138
Steward Partners Investment Advisory
New York
$2.01K – – –
PA
139
PSI Advisors
Florida
$1.76K – – –
SWM
140
Spire Wealth Management
Virginia
$1.52K – – –
MIA
141
MeadowBrook Investment Advisors
Michigan
$1K +$628 +200 New
Federated Hermes
142
Federated Hermes
Pennsylvania
$989 -$198 -63 -24%
CBT
143
Central Bank & Trust
Kentucky
$400 – – –
Nisa Investment Advisors
144
Nisa Investment Advisors
Missouri
$351 -$511 -163 -70%
FGAM
145
Financial Gravity Asset Management
Texas
$18 +$6 +2 +100%
AC
146
Armistice Capital
New York
– -$5.87M -3,476,000 Closed
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
– -$1.07M -699,300 Closed
Group One Trading
148
Group One Trading
Illinois
– -$1.4M -446,743 Closed
CH
149
CVI Holdings
Delaware
– -$383K -226,916 Closed
SFFS
150
Stonehage Fleming Financial Services
Jersey
– -$144K -85,000 Closed
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.