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ImmunityBio

62 hedge funds and large institutions have $43.5M invested in ImmunityBio in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

736% more call options, than puts

Call options by funds: $117K | Put options by funds: $14K

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

1.57% less ownership

Funds ownership: 15.71%14.14% (-1.6%)

2% less funds holding

Funds holding: 6362 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

22% less capital invested

Capital invested by funds: $56.1M → $43.5M (-$12.6M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
21
Reduced
22
Closed
9
Calls
$117K
Puts
$14K
Net Calls
+$103K
Net Calls Change
+$179K
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$10.4M
BlackRock
2
BlackRock
New York
$10.1M -$553K -126,134 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.46M -$782K -178,378 -10%
WCM
4
Wildcat Capital Management
New York
$2.17M -$1.11M -252,521 -31%
State Street
5
State Street
Massachusetts
$1.56M +$145K +33,126 +9%
VIA
6
Vident Investment Advisory
Georgia
$1.45M +$427K +97,406 +37%
Northern Trust
7
Northern Trust
Illinois
$1.19M -$30.2K -6,896 -2%
Renaissance Technologies
8
Renaissance Technologies
New York
$1.18M +$304K +69,300 +30%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.12M +$14.7K +3,359 +1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$896K -$4.56M -1,038,937 -82%
Morgan Stanley
11
Morgan Stanley
New York
$767K +$388K +88,590 +82%
Millennium Management
12
Millennium Management
New York
$610K +$550K +125,544 +402%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$471K +$780 +178 +0.1%
Charles Schwab
14
Charles Schwab
California
$459K +$14.9K +3,393 +3%
AA
15
ALPS Advisors
Colorado
$414K +$81.2K +18,519 +21%
HK
16
Horizon Kinetics
New York
$371K +$71.3K +16,272 +21%
TCIM
17
TIAA CREF Investment Management
New York
$348K +$52.4K +11,942 +15%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$345K +$32.5K +7,405 +9%
AllianceBernstein
19
AllianceBernstein
Tennessee
$236K +$25K +5,700 +10%
Goldman Sachs
20
Goldman Sachs
New York
$233K +$60.2K +13,729 +30%
TA
21
Teachers Advisors
New York
$218K
Deutsche Bank
22
Deutsche Bank
Germany
$181K -$91.5K -20,864 -31%
VF
23
Virtu Financial
New York
$180K +$203K +46,313 New
JP Morgan Chase
24
JP Morgan Chase
New York
$179K +$58.6K +13,366 +41%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$178K -$8.58K -1,956 -4%

IBRX Hedge Fund Activity: Q1 2018 in Review

62 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in ImmunityBio (IBRX) for Q1 2018, worth a combined $43.5M — down 22% from $56.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of IBRX and 8 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 21 added.

The largest buyer was Millennium Management, adding an estimated $550K. The largest seller was Fidelity Investments, cutting an estimated $4.56M.

  • 62 institutional investors held ImmunityBio (IBRX) as of Q1 2018, down from 63 in Q4 2017.
  • Funds reported $43.5M of ImmunityBio stock for Q1 2018, down 22% quarter-over-quarter.
  • 8 funds opened new ImmunityBio positions in Q1 2018 and 9 closed out, a net change of -1 holder.
  • The largest ImmunityBio buyer in Q1 2018 was Millennium Management, an estimated $550K added.
  • The largest ImmunityBio seller in Q1 2018 was Fidelity Investments, an estimated $4.56M sold.

Based on aggregated 13F filings for Q1 2018.