Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

IMMUNITYBIO INC (IBRX)

267 + Investors. Track Smart Money conviction in IBRX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
5Q ▲
Buyers last Q
59%

Smart Money Signals — IBRX

Based on 257 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added IBRX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
257 hedge funds hold IBRX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +38% more funds vs a year ago

fund count last 6Q
+71 new funds entered over the past year (+38% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

137 buying95 selling
Last quarter: 137 funds bought or added vs 95 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~43 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 45 → 55 → 45 → 43. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 28% medium ■ 31% new
106 out of 257 hedge funds have held IBRX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +16%, value -5%

Value
-5%
Shares
+16%
Last quarter: funds added +16% more shares while total portfolio value only changed -5%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~43 new funds/quarter

40 → 45 → 55 → 45 → 43 new funds/Q
New funds entering each quarter: 45 → 55 → 45 → 43. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 49% of holders stayed 2+ years

■ 49% veterans ■ 12% 1-2yr ■ 38% new
Of 267 current holders: 132 (49%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
34 of 257 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in IBRX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: IBRX

How many hedge funds hold IBRX — quarterly history vs. share price
Quarterly hedge fund ownership of IBRX vs. share price

Market Analysis: IBRX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IBRX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

50 top-rated funds 1 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: IBRX
2026 Q1 Stats Unlock in 11 days 267 + Investors

Track Smart Money conviction in IBRX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 267 258 3.49%
13F Shares 173M 148M 16.45%
Total Value $345M $364M -5.21%
New Positions 43 45 -2
Increased Positions 106 113 -7
Closed Positions 33 25 +8
Reduced Positions 78 74 +4
Total Calls 5 7 -28.57%
Total Puts 6 8 -25.0%
PUT/CALL Ratio 1.2 1.14 Neutral

Statistics: IBRX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
Revenue (ttm) --
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Institutional Holders (2026 Q1)

267 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IBRX. Verified SEC 13F-HR filings.

Top 25 institutional holders of IBRX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kercheville Advisors, LLC 1.58% 643,137 $4.9M
2 MFG WEALTH MANAGEMENT, INC. 1.12% 175,350 $1.3M
3 MOR Wealth Management, LLC 1.00% 283,247 $2.2M
4 NIA IMPACT ADVISORS, LLC 0.92% 268,797 $2.1M
5 ALLEN HOLDING INC /NY 0.52% 687,571 $5.3M
6 SHEETS SMITH WEALTH MANAGEMENT 0.48% 552,025 $4.2M
7 Stilwell Value LLC 0.37% 80,000 $614K
8 WEALTH EFFECTS LLC 0.32% 118,350 $908K
9 COLLECTIVE FAMILY OFFICE LLC 0.26% 152,507 $1.2M
10 Cherry Creek Investment Advisors, Inc. 0.25% 74,581 $572K
11 Verity Asset Management, Inc. 0.22% 68,752 $527K
12 MERIDIAN INVESTMENT COUNSEL INC. 0.18% 96,433 $740K
13 TigerOak Management, L.L.C. 0.17% 72,368 $555K
14 Torrey Growth & Income Advisors 0.17% 55,450 $405K
15 WOLFF WIESE MAGANA LLC 0.13% 30,274 $232K
16 SIERRA OCEAN, LLC 0.13% 20,000 $153K
17 Walleye Partners, LLC 0.11% 11,394 $87K
18 China Universal Asset Management Co., Ltd. 0.11% 182,447 $1.4M
19 Walser Wealth Management Company, A Ltd Liability Co 0.10% 30,000 $230K
20 Xcel Wealth Management, LLC 0.09% 43,100 $331K
21 Wealth Management Partners, LLC 0.09% 39,860 $306K
22 DOLIVER ADVISORS, LP 0.09% 50,000 $384K
23 Legacy Financial Advisors, Inc. 0.09% 80,650 $619K
24 Plancorp, LLC 0.08% 407,592 $3.0M
25 SEB Asset Management AB 0.08% 2,447,150 $18.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — IMMUNITYBIO INC (IBRX)

What does the Smart Money Trend signal show for IBRX?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added IBRX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IBRX?

Slight buying edge — 59% buying: Last quarter: 137 funds bought or added vs 95 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IBRX holders?

Elite ownership — 50% AUM from top-100 funds: 34 of 257 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in IBRX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IBRX?

41% of holders stayed for 2+ years: 106 out of 257 hedge funds have held IBRX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.