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ImmunityBio

39 hedge funds and large institutions have $6.57M invested in ImmunityBio in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $6.47M → $6.57M (+$98.7K)

0.94% less ownership

Funds ownership: 6.42%5.48% (-0.94%)

17% less funds holding

Funds holding: 4739 (-8)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

75% less call options, than puts

Call options by funds: $13K | Put options by funds: $53K

Holders
39
Holders Change
-8
Holders Change %
-17.02%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
13
Closed
14
Calls
$13K
Puts
$53K
Net Calls
-$40K
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$1.95M +$103K +83,400 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.31M +$124K +100,225 +10%
WCM
3
Wildcat Capital Management
New York
$600K -$80K -64,453 -12%
Millennium Management
4
Millennium Management
New York
$510K -$518K -417,140 -50%
BlackRock
5
BlackRock
New York
$440K -$4.02K -3,238 -0.9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$318K
HKAM
7
Horizon Kinetics Asset Management
New York
$280K -$63.7K -51,316 -18%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$274K
Charles Schwab
9
Charles Schwab
California
$155K +$57.7K +46,514 +58%
JP Morgan Chase
10
JP Morgan Chase
New York
$154K -$3.55K -2,860 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$135K +$39.7K +31,982 +41%
Northern Trust
12
Northern Trust
Illinois
$69K -$269K -216,983 -79%
TRCT
13
Tower Research Capital (TRC)
New York
$58K +$57.9K +46,660 +4,219%
OC
14
Oppenheimer & Co
New York
$40K
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$37K +$37.6K +30,300 New
State Street
16
State Street
Massachusetts
$27K +$700 +564 +3%
Group One Trading
17
Group One Trading
Illinois
$23K +$23.4K +18,889 New
Creative Planning
18
Creative Planning
Kansas
$20K
LP
19
LMR Partners
United Kingdom
$20K
FAAS
20
First Allied Advisory Services
California
$19K
Citadel Advisors
21
Citadel Advisors
Florida
$18K -$39.1K -31,554 -68%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$18K +$3.6K +2,900 +24%
ARTA
23
A.R.T. Advisors
New York
$18K +$18.1K +14,578 New
UBS Group
24
UBS Group
Switzerland
$17K +$8.23K +6,633 +89%
Morgan Stanley
25
Morgan Stanley
New York
$12K -$47.8K -38,563 -80%

IBRX Hedge Fund Activity: Q3 2019 in Review

39 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in ImmunityBio (IBRX) for Q3 2019, worth a combined $6.57M — up 1.5% from $6.47M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IBRX and 6 opened new positions — a net loss of 8 holders — while 13 trimmed existing stakes and 9 added.

The largest buyer was Vanguard Group, adding an estimated $124K. The largest seller was Millennium Management, cutting an estimated $518K.

  • 39 institutional investors held ImmunityBio (IBRX) as of Q3 2019, down from 47 in Q2 2019.
  • Funds reported $6.57M of ImmunityBio stock for Q3 2019, up 1.5% quarter-over-quarter.
  • 6 funds opened new ImmunityBio positions in Q3 2019 and 14 closed out, a net change of -8 holders.
  • The largest ImmunityBio buyer in Q3 2019 was Vanguard Group, an estimated $124K added.
  • The largest ImmunityBio seller in Q3 2019 was Millennium Management, an estimated $518K sold.

Based on aggregated 13F filings for Q3 2019.