Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

IMMIX BIOPHARMA INC (IMMX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +35
Streak
3Q ▲
Buyers last Q
83%

Smart Money Signals — IMMX

Based on 67 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added IMMX 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
67 hedge funds hold IMMX 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 — +191% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+191% 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.
🟢

More buyers than sellers — 83% buying

59 buying12 selling
Last quarter: 59 funds were net buyers (41 opened a brand new position + 18 added to an existing one). Only 12 were sellers (6 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+28 vs last Q)

new funds entering per quarter
Funds opening a new IMMX position: 3 → 5 → 13 → 41. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 64% entered in last year

■ 19% conviction (2yr+) ■ 16% medium ■ 64% new
Only 13 funds (19%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +2114% but shares only +782% — price-driven

Value
+2114%
Shares
+781%
Last quarter: the total dollar value of institutional holdings rose +2114%, but actual share count only changed +782%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

4 → 3 → 5 → 13 → 41 new funds/Q
New funds entering each quarter: 3 → 5 → 13 → 41. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 58% of holders entered in last year

■ 29% veterans ■ 13% 1-2yr ■ 58% new
Of 69 current holders: 40 (58%) entered in the past year, only 20 (29%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
22 of 67 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in IMMX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
6.6
out of 10
Moderate Exit Risk
Exit risk score 6.6/10 — 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.

Institutional Sentiment Summary — IMMX

In 2025 Q4, 59 hedge funds were net buyers of IMMX (41 opened a new position, 18 added to an existing one), while 12 reduced or exited (6 trimmed, 6 sold completely) — a 83% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 40% of total institutional value in IMMX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +35 funds (more new holders than closures). Total institutional holders: 67.

Hedge Fund Ownership: IMMX

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

Market Analysis: IMMX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IMMX

-- --

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

Is It Too Late to Buy IMMIX BIOPHARMA INC (IMMX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IMMX has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 49d ago
IMMX
+0.5%
XLV
-11.8%

IMMX outperformed XLV by +12.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 4d ago
IMMX
-9.6%
XLV
-5.2%

Since the filing became public, IMMX outperformed XLV by -4.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: IMMX
2026 Q1 Stats Unlock in 1 days 69 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 69 31 122.58%
13F Shares 24M 3M 784.87%
Total Value $128M $6M 2122.34%
New Positions 41 12 +29
Increased Positions 18 7 +11
Closed Positions 5 4 +1
Reduced Positions 7 4 +3
Total Calls 1 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: IMMX

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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
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Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

69 + investors

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

QUARTER:
Top 25 institutional holders of IMMX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Saturn V Capital Management LP 6.09% 3,693,585 $33.6M
2 Velan Capital Investment Management LP 4.22% 740,000 $6.7M
3 Bleichroeder LP 1.57% 1,000,000 $9.1M
4 KVP Capital Advisors, LP 1.57% 230,423 $2.1M
5 Blue Owl Capital Holdings LP 1.34% 547,552 $5.0M
6 Imprint Wealth LLC 1.30% 31,248 $285K
7 GREAT POINT PARTNERS LLC 0.73% 350,000 $3.2M
8 Logos Global Management LP 0.56% 1,225,000 $11.2M
9 EVENTIDE ASSET MANAGEMENT, LLC 0.38% 2,549,019 $23.2M
10 Institute for Wealth Management, LLC. 0.33% 337,552 $3.1M
11 LGT Fund Management Co Ltd. 0.16% 416,594 $3.8M
12 Burkehill Global Management, LP 0.13% 294,118 $2.7M
13 Informed Momentum Co LLC 0.13% 120,856 $1.1M
14 Palumbo Wealth Management LLC 0.12% 55,232 $503K
15 TritonPoint Partners, LLC 0.08% 24,526 $223K
16 J. Goldman & Co LP 0.06% 228,089 $2.1M
17 Mathes Company, Inc. 0.04% 10,650 —
18 Diametric Capital, LP 0.03% 14,539 $132K
19 FOX RUN MANAGEMENT, L.L.C. 0.03% 20,693 $178K
20 EntryPoint Capital, LLC 0.03% 11,324 $103K
21 JANUS HENDERSON GROUP PLC 0.02% 4,802,002 $43.7M
22 CERTUITY, LLC 0.02% 35,000 $319K
23 Virtu Financial LLC 0.02% 48,109 —
24 MANGROVE PARTNERS IM, LLC 0.02% 23,772 $217K
25 MARSHALL WACE, LLP 0.01% 1,641,552 $15.0M
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 — IMMIX BIOPHARMA INC (IMMX)

What does the Smart Money Trend signal show for IMMX?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IMMX 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 IMMX?

More buyers than sellers — 83% buying: Last quarter: 59 funds were net buyers (41 opened a brand new position + 18 added to an existing one). Only 12 were sellers (6 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IMMX holders?

Elite ownership — 40% AUM from top-100 funds: 22 of 67 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in IMMX. 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 IMMX?

Mostly new holders — 64% entered in last year: Only 13 funds (19%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy IMMIX BIOPHARMA INC (IMMX) following the 2026 Q1 hedge fund 13F filings?

As of today, IMMX has moved -9.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to -5.2% for the XLV sector ETF — an outperformance of -4.4%. Since the quarter end (March 31, 2026), IMMX has gained +0.5% vs -11.8% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.