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ImmunityBio

62 hedge funds and large institutions have $172M invested in ImmunityBio in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

473% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $249K

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more funds holding

Funds holding: 6162 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

53% less capital invested

Capital invested by funds: $363M → $172M (-$191M)

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
26
Reduced
13
Closed
10
Calls
$1.43M
Puts
$249K
Net Calls
+$1.18M
Net Calls Change
+$115K
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1
Wildcat Capital Management
New York
$37M
CC
2
Callan Capital
California
$30.9M +$364K +38,573 +1%
Capital Research Global Investors
3
Capital Research Global Investors
California
$21.9M
Fidelity Investments
4
Fidelity Investments
Massachusetts
$19.1M -$1.54M -163,400 -7%
Franklin Resources
5
Franklin Resources
California
$14.5M -$46.4K -4,920 -0.3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$11.4M +$6.17M +654,682 +89%
BFA
7
BlackRock Fund Advisors
California
$10.1M +$1.09M +115,958 +10%
RIM
8
RS Investment Management
California
$9.15M +$764K +81,097 +8%
Bank of America
9
Bank of America
North Carolina
$2.94M -$50.9K -5,402 -1%
AG
10
Artal Group
Luxembourg
$1.85M
ACA
11
Avoro Capital Advisors
New York
$1.6M -$3.81M -404,375 -67%
BIT
12
BlackRock Institutional Trust
California
$1.54M -$15.7K -1,667 -0.9%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$1.51M +$21.9K +2,322 +1%
JP Morgan Chase
14
JP Morgan Chase
New York
$1.25M +$31.2K +3,309 +2%
State Street
15
State Street
Massachusetts
$1.02M +$221K +23,497 +23%
Deutsche Bank
16
Deutsche Bank
Germany
$807K -$337K -35,720 -27%
Goldman Sachs
17
Goldman Sachs
New York
$755K -$1.29M -136,786 -60%
Northern Trust
18
Northern Trust
Illinois
$604K +$1.3K +138 +0.2%
ProShare Advisors
19
ProShare Advisors
Maryland
$501K -$50.5K -5,356 -8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$463K +$141K +14,965 +36%
Swiss National Bank
21
Swiss National Bank
Switzerland
$289K +$60.8K +6,450 +22%
DekaBank Deutsche Girozentrale
22
DekaBank Deutsche Girozentrale
Germany
$287K +$329K +34,900 New
Millennium Management
23
Millennium Management
New York
$195K +$223K +23,685 New
BIM
24
BlackRock Investment Management
Delaware
$191K +$13.3K +1,409 +6%
TCIM
25
TIAA CREF Investment Management
New York
$174K +$22.7K +2,410 +13%

IBRX Hedge Fund Activity: Q1 2016 in Review

62 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ImmunityBio (IBRX) for Q1 2016, worth a combined $172M — down 53% from $363M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBRX positions and 10 closed out — a net gain of 1 holder — while 26 added to existing stakes and 13 trimmed.

The largest buyer was Vanguard Group, adding an estimated $6.17M. The largest seller was Avoro Capital Advisors, cutting an estimated $3.81M.

  • 62 institutional investors held ImmunityBio (IBRX) as of Q1 2016, up from 61 in Q4 2015.
  • Funds reported $172M of ImmunityBio stock for Q1 2016, down 53% quarter-over-quarter.
  • 11 funds opened new ImmunityBio positions in Q1 2016 and 10 closed out, a net change of +1 holder.
  • The largest ImmunityBio buyer in Q1 2016 was Vanguard Group, an estimated $6.17M added.
  • The largest ImmunityBio seller in Q1 2016 was Avoro Capital Advisors, an estimated $3.81M sold.

Based on aggregated 13F filings for Q1 2016.