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ImmunityBio

201 hedge funds and large institutions have $212M invested in ImmunityBio in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 71 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 20

73% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 41

11% more funds holding

Funds holding: 181201 (+20)

1.46% more ownership

Funds ownership: 9.86%11.32% (+1.5%)

17% less call options, than puts

Call options by funds: $8.21M | Put options by funds: $9.86M

17% less capital invested

Capital invested by funds: $256M → $212M (-$43.8M)

Holders
201
Holders Change
+20
Holders Change %
+11.05%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
71
Reduced
41
Closed
20
Calls
$8.21M
Puts
$9.86M
Net Calls
-$1.65M
Net Calls Change
-$9.41M
Name Holding Trade Value Shares
Change
Change in
Stake
MW
126
Maia Wealth
Colorado
$45.1K +$60K +14,396 New
HSBC Holdings
127
HSBC Holdings
United Kingdom
$43.9K +$70.2K +16,840 New
SPC
128
Sigma Planning Corp
Michigan
$43.5K
VPIM
129
Vanguard Personalized Indexing Management
California
$42.9K +$11.7K +2,806 +20%
WIP
130
WealthCare Investment Partners
Rhode Island
$42.4K
CAG
131
Crestwood Advisors Group
Massachusetts
$41.5K +$67.5K +16,200 New
AQR Capital Management
132
AQR Capital Management
Connecticut
$38.8K -$166K -39,736 -72%
CA
133
Continuum Advisory
Idaho
$38.5K
Ameriprise
134
Ameriprise
Minnesota
$38.4K +$62.5K +15,014 New
BFS
135
Bard Financial Services
Connecticut
$38.4K
SIA
136
Schechter Investment Advisors
Michigan
$38.4K +$62.5K +15,000 New
AA
137
Aire Advisors
California
$37.8K
WA
138
Waverly Advisors
Alabama
$37.8K +$61.5K +14,762 New
GFM
139
GF Fund Management
China
$37.5K +$61K +14,632 New
NFG
140
Norris Financial Group
South Carolina
$36.2K
BFG
141
Bleakley Financial Group
New Jersey
$36.1K -$7.7K -1,848 -12%
AIP
142
Ameritas Investment Partners
Nebraska
$35.1K
CWM
143
CIBC World Markets
New York
$34.7K +$56.4K +13,546 New
PAG
144
Private Advisor Group
New Jersey
$34.4K -$172K -41,317 -75%
CIBC World Market
145
CIBC World Market
Ontario, Canada
$33K +$52.9K +12,700 New
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$32.6K -$1.04M -249,200 -95%
CC
147
Callan Capital
California
$30.9K
Principal Financial Group
148
Principal Financial Group
Iowa
$29.7K -$3.83K -920 -7%
SW
149
SteelPeak Wealth
California
$28.7K
FPAS
150
Focus Partners Advisor Solutions
Missouri
$26.7K +$1.64K +393 +4%

IBRX Hedge Fund Activity: Q4 2024 in Review

201 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ImmunityBio (IBRX) for Q4 2024, worth a combined $212M — down 17% from $256M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IBRX positions and 20 closed out — a net gain of 24 holders — while 71 added to existing stakes and 41 trimmed.

The largest buyer was Woodline Partners, adding an estimated $12.5M. The largest seller was Bank of America, cutting an estimated $7.54M.

  • 201 institutional investors held ImmunityBio (IBRX) as of Q4 2024, up from 181 in Q3 2024.
  • Funds reported $212M of ImmunityBio stock for Q4 2024, down 17% quarter-over-quarter.
  • 44 funds opened new ImmunityBio positions in Q4 2024 and 20 closed out, a net change of +24 holders.
  • The largest ImmunityBio buyer in Q4 2024 was Woodline Partners, an estimated $12.5M added.
  • The largest ImmunityBio seller in Q4 2024 was Bank of America, an estimated $7.54M sold.

Based on aggregated 13F filings for Q4 2024.