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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
WWM
176
Wolff Wiese Magana
California
$1.28K
CTA
177
Colonial Trust Advisors
South Carolina
$1.09K
SWM
178
Spire Wealth Management
Virginia
$1.08K
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$899 -$204 -49 -12%
NA
180
NewEdge Advisors
Louisiana
$899 +$4 +1 +0.3%
MCM
181
MAI Capital Management
Ohio
$891 +$1.45K +348 New
VHAM
182
Van Hulzen Asset Management
California
$512 +$833 +200 New
JWA
183
JFS Wealth Advisors
Pennsylvania
$492 +$733 +176 +1,100%
ATC
184
Adirondack Trust Company
New York
$382
GC
185
Gould Capital
Washington
$300
RIL
186
Rothschild Investment LLC
Illinois
$218 -$396 -95 -53%
IA
187
IFP Advisors
Florida
$218 +$354 +85 New
CA
188
CoreCap Advisors
Michigan
$179 +$292 +70 New
DPW
189
DiNuzzo Private Wealth
Pennsylvania
$159 +$187 +45 +265%
SIC
190
SJS Investment Consulting
Ohio
$128 +$133 +32 +178%
MSWA
191
Marshall & Sterling Wealth Advisors
New York
$128 +$208 +50 New
HWM
192
HighMark Wealth Management
Minnesota
$102
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$87 -$8.33K -2,000 -98%
GFPC
194
Global Financial Private Client
Florida
$33 +$54 +13 New
FFA
195
Farther Finance Advisors
California
$15 +$21 +5 +500%
PWM
196
Parkworth Wealth Management
California
$8 +$12 +3 New
D.E. Shaw & Co
197
D.E. Shaw & Co
New York
-$1.93M -520,053 Closed
HP
198
Harbourvest Partners
Massachusetts
-$1.25M -335,709 Closed
ECM
199
ExodusPoint Capital Management
New York
-$502K -135,029 Closed
Squarepoint
200
Squarepoint
New York
-$407K -109,485 Closed

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.