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ImmunityBio

95 hedge funds and large institutions have $70.4M invested in ImmunityBio in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

12% more funds holding

Funds holding: 8595 (+10)

0.47% less ownership

Funds ownership: 9.9%9.43% (-0.47%)

44% less call options, than puts

Call options by funds: $2.68M | Put options by funds: $4.8M

45% less capital invested

Capital invested by funds: $129M → $70.4M (-$58.4M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
95
Holders Change
+10
Holders Change %
+11.76%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
30
Reduced
20
Closed
16
Calls
$2.68M
Puts
$4.8M
Net Calls
-$2.12M
Net Calls Change
-$798K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$14.6M +$534K +53,602 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.9M +$1.33M +133,225 +8%
Two Sigma Investments
3
Two Sigma Investments
New York
$4.28M +$6.16M +617,599 New
State Street
4
State Street
Massachusetts
$3.7M +$239K +23,973 +5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.69M +$404K +40,518 +8%
Two Sigma Advisers
6
Two Sigma Advisers
New York
$2.98M +$4.28M +429,233 New
Northern Trust
7
Northern Trust
Illinois
$2.71M +$66K +6,620 +2%
Citadel Advisors
8
Citadel Advisors
Florida
$2.12M -$2.04M -204,731 -40%
Morgan Stanley
9
Morgan Stanley
New York
$1.78M -$260K -26,053 -9%
Charles Schwab
10
Charles Schwab
California
$1.77M +$491K +49,222 +24%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$1.55M +$65.9K +6,609 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.23M -$33.5K -3,357 -2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.12M -$2.11M -211,833 -57%
SSA
14
Schonfeld Strategic Advisors
New York
$873K +$777K +77,982 +163%
MOACM
15
Mutual of America Capital Management
New York
$854K +$1.23M +123,189 New
N
16
Nuveen
North Carolina
$785K +$4.71K +472 +0.4%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$741K +$1.07M +106,881 New
MIC
18
Meridian Investment Counsel
California
$669K
Group One Trading
19
Group One Trading
Illinois
$540K +$776K +77,861 New
SFI
20
Susquehanna Fundamental Investments
Pennsylvania
$507K +$729K +73,100 New
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$491K +$71.8K +7,200 +11%
EMG
22
ETF Managers Group
New Jersey
$435K +$327K +32,807 +118%
AQR Capital Management
23
AQR Capital Management
Connecticut
$422K +$607K +60,893 New
Goldman Sachs
24
Goldman Sachs
New York
$400K +$575K +57,700 New
Barclays
25
Barclays
United Kingdom
$388K +$14.4K +1,446 +3%

IBRX Hedge Fund Activity: Q3 2020 in Review

95 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ImmunityBio (IBRX) for Q3 2020, worth a combined $70.4M — down 45% from $129M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IBRX positions and 16 closed out — a net gain of 10 holders — while 30 added to existing stakes and 20 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $6.16M. The largest seller was CVI Holdings, exiting entirely with an estimated $9.68M sold.

  • 95 institutional investors held ImmunityBio (IBRX) as of Q3 2020, up from 85 in Q2 2020.
  • Funds reported $70.4M of ImmunityBio stock for Q3 2020, down 45% quarter-over-quarter.
  • 26 funds opened new ImmunityBio positions in Q3 2020 and 16 closed out, a net change of +10 holders.
  • The largest ImmunityBio buyer in Q3 2020 was Two Sigma Investments, an estimated $6.16M added.
  • The largest ImmunityBio seller in Q3 2020 was CVI Holdings, an estimated $9.68M sold.

Based on aggregated 13F filings for Q3 2020.