ImmunityBio
IBRX
61 hedge funds and large institutions have $363M invested in ImmunityBio in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 15 closing their positions.
118% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 11
66% more capital invested
Capital invested by funds: $219M → $363M (+$144M)
60% more call options, than puts
Call options by funds: $2.83M | Put options by funds: $1.77M
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
3% more funds holding
Funds holding: 59 → 61 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$14.3M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$14.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.2M |
| 4 |
Goldman Sachs
New York
|
+$3.39M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$4.58M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$3.48M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$2.96M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$2.34M |
| 5 |
Morgan Stanley
New York
|
-$1.96M |
IBRX Hedge Fund Activity: Q4 2015 in Review
61 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in ImmunityBio (IBRX) for Q4 2015, worth a combined $363M — up 66% from $219M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IBRX positions and 15 closed out — a net gain of 2 holders — while 24 added to existing stakes and 11 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $14.3M. The largest seller was JP Morgan Chase, cutting an estimated $4.58M.
- 61 institutional investors held ImmunityBio (IBRX) as of Q4 2015, up from 59 in Q3 2015.
- Funds reported $363M of ImmunityBio stock for Q4 2015, up 66% quarter-over-quarter.
- 17 funds opened new ImmunityBio positions in Q4 2015 and 15 closed out, a net change of +2 holders.
- The largest ImmunityBio buyer in Q4 2015 was Fidelity Investments, an estimated $14.3M added.
- The largest ImmunityBio seller in Q4 2015 was JP Morgan Chase, an estimated $4.58M sold.
Based on aggregated 13F filings for Q4 2015.