Who owns IMA (IMA)
Which tracked institutional funds hold IMA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IMA company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IMA is one-sided between 2025-Q4 and 2026-Q1: 1 added or opened and 8 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IMA’s largest tracked holder by dollar value, Deep Track Capital, LP, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IMA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 38 tracked filers holding IMA, 24 increased or opened the position and 15 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IMA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- VANGUARD CAPITAL MANAGEMENT LLC$2M
Full exits 2
- VANGUARD GROUP INC$2M
- Monashee Investment Management LLC$632K
Largest trims
- Blue Owl Capital Holdings LP$887K
- Omega Fund Management, LLC$865K
- ORBIMED ADVISORS LLC$719K
- Cable Car Capital, LP$669K
- RTW INVESTMENTS, LP$635K
- BlackRock, Inc.$262K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BVF INC/IL added | 1,110,002 | $6M | 13.8% | 2026-Q1 |
| Blue Owl Capital Holdings LP added | 959,337 | $5M | 11.9% | 2026-Q1 |
| Cable Car Capital, LP added | 754,749 | $4M | 9.4% | 2026-Q1 |
| Omega Fund Management, LLC | 455,361 | $2M | 5.7% | 2026-Q1 |
| ORBIMED ADVISORS LLC | 378,556 | $2M | 4.7% | 2026-Q1 |
| RTW INVESTMENTS, LP | 334,445 | $2M | 4.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 325,155 | $2M | 4.0% | 2026-Q1 |
| BML Capital Management, LLC added | 200,730 | $1M | 2.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 129,214 | $646K | 1.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 124,345 | $622K | 1.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 81,696 | $408K | 1.0% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 66,666 | $333K | 0.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 59,929 | $300K | 0.7% | 2026-Q1 |
| NEA Management Company, LLC | 50,005 | $250K | 0.6% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 34,884 | $166K | 0.4% | 2026-Q1 |
| Rangeley Capital, LLC added | 32,590 | $163K | 0.4% | 2026-Q1 |
| Sofinnova Investments, Inc. | 31,884 | $159K | 0.4% | 2026-Q1 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P added | 30,000 | $150K | 0.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 27,286 | $136K | 0.3% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 26,663 | $133K | 0.3% | 2026-Q1 |
| Shay Capital LLC trimmed | 19,130 | $96K | 0.2% | 2026-Q1 |
| Aldebaran Capital, LLC trimmed | 18,566 | $93K | 0.2% | 2026-Q1 |
| MORGAN STANLEY added | 18,339 | $92K | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 15,112 | $76K | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP new | 13,909 | $69K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 13,210 | $66K | 0.2% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC trimmed | 12,990 | $65K | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 11,458 | $57K | 0.1% | 2026-Q1 |
| BARCLAYS PLC added | 10,959 | $55K | 0.1% | 2026-Q1 |
| UBS Group AG added | 5,428 | $27K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 1,011 | $5K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA | 1,000 | $5K | 0.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 602 | $3K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 293 | $1K | 0.0% | 2026-Q1 |
| CITIGROUP INC new | 224 | $1K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 41 | $205 | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS | 24 | $120 | 0.0% | 2026-Q1 |
| Caitong International Asset Management Co., Ltd new | 2 | $10 | 0.0% | 2026-Q1 |
| Deep Track Capital, LP new | 878,516 | $7M | 17.8% | 2025-Q3 stale |
| Atlas Venture Life Science Advisors, LLC new | 377,814 | $3M | 7.7% | 2025-Q3 stale |
| VANGUARD GROUP INC added | 238,000 | $2M | 4.1% | 2025-Q4 stale |
| Monashee Investment Management LLC new | 91,621 | $632K | 1.6% | 2025-Q4 stale |
| Squarepoint Ops LLC added | 48,237 | $333K | 0.8% | 2025-Q4 stale |
| DRW Securities, LLC new | 43,768 | $302K | 0.8% | 2025-Q4 stale |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC new | 12,774 | $104K | 0.3% | 2025-Q3 stale |
| T3 Companies, LLC new | 13,200 | $91K | 0.2% | 2025-Q4 stale |
| MILLENNIUM MANAGEMENT LLC new | 11,454 | $79K | 0.2% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ added | 2,597 | $18K | 0.0% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 491 | $3K | 0.0% | 2025-Q4 stale |
| Fortitude Family Office, LLC new | 400 | $3K | 0.0% | 2025-Q4 stale |
| FEDERATED HERMES, INC. new | 204 | $2K | 0.0% | 2025-Q3 stale |
| FMR LLC new | 67 | $546 | 0.0% | 2025-Q3 stale |
| Avion Wealth new | 57 | — | 0.0% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.