Who owns IMMX (IMMX)
Which tracked institutional funds hold IMMX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IMMX 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 IMMX is one-sided between 2025-Q4 and 2026-Q1: 38 added or opened and 8 trimmed or exited — on balance accumulating.
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
IMMX’s largest tracked holder by dollar value, JANUS HENDERSON GROUP PLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IMMX 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 77 tracked filers holding IMMX, 52 increased or opened the position and 27 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 IMMX 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 8
- VANGUARD CAPITAL MANAGEMENT LLC$16M
- PRICE T ROWE ASSOCIATES INC /MD/$4M
- GREAT POINT PARTNERS LLC$3M
- Institute for Wealth Management, LLC.$3M
- VANGUARD FIDUCIARY TRUST CO$2M
- BRIDGEWAY CAPITAL MANAGEMENT, LLC$729K
Full exits 7
- ADAGE CAPITAL PARTNERS GP, L.L.C.$8M
- VANGUARD GROUP INC$6M
- AMERIPRISE FINANCIAL INC$2M
- PERCEPTIVE ADVISORS LLC$2M
- RENAISSANCE TECHNOLOGIES LLC$1M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$522K
Largest adds
- JANUS HENDERSON GROUP PLC$23M
- Saturn V Capital Management LP$18M
- EVENTIDE ASSET MANAGEMENT, LLC$10M
- MILLENNIUM MANAGEMENT LLC$7M
- Velan Capital Investment Management LP$7M
- Logos Global Management LP$6M
Largest trims
- JANE STREET GROUP, LLC$554K
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 |
|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC added | 4,802,002 | $44M | 16.2% | 2026-Q1 |
| Saturn V Capital Management LP added | 3,693,585 | $34M | 12.5% | 2026-Q1 |
| EVENTIDE ASSET MANAGEMENT, LLC | 2,549,019 | $23M | 8.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,787,994 | $16M | 6.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,750,200 | $16M | 5.9% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 1,641,552 | $15M | 5.6% | 2026-Q1 |
| Logos Global Management LP added | 1,225,000 | $11M | 4.1% | 2026-Q1 |
| Bleichroeder LP | 1,000,000 | $9M | 3.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 969,066 | $9M | 3.3% | 2026-Q1 |
| Velan Capital Investment Management LP added | 740,000 | $7M | 2.5% | 2026-Q1 |
| Blue Owl Capital Holdings LP trimmed | 547,552 | $5M | 1.9% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 471,394 | $4M | 1.6% | 2026-Q1 |
| BlackRock, Inc. added | 468,377 | $4M | 1.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 463,384 | $4M | 1.6% | 2026-Q1 |
| LGT Fund Management Co Ltd. added | 416,594 | $4M | 1.4% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ new | 415,001 | $4M | 1.4% | 2026-Q1 |
| GREAT POINT PARTNERS LLC new | 350,000 | $3M | 1.2% | 2026-Q1 |
| Institute for Wealth Management, LLC. new | 337,552 | $3M | 1.1% | 2026-Q1 |
| Burkehill Global Management, LP | 294,118 | $3M | 1.0% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 252,914 | $2M | 0.9% | 2026-Q1 |
| KVP Capital Advisors, LP | 230,423 | $2M | 0.8% | 2026-Q1 |
| J. Goldman & Co LP added | 228,089 | $2M | 0.8% | 2026-Q1 |
| STATE STREET CORP added | 191,910 | $2M | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 187,675 | $2M | 0.6% | 2026-Q1 |
| SEI INVESTMENTS CO added | 147,140 | $1M | 0.5% | 2026-Q1 |
| MORGAN STANLEY added | 139,886 | $1M | 0.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 138,232 | $1M | 0.5% | 2026-Q1 |
| Informed Momentum Co LLC | 120,856 | $1M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 95,404 | $869K | 0.3% | 2026-Q1 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. added | 89,550 | $816K | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 83,611 | $762K | 0.3% | 2026-Q1 |
| XTX Topco Ltd added | 81,051 | $738K | 0.3% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC new | 80,000 | $729K | 0.3% | 2026-Q1 |
| UBS Group AG added | 76,832 | $700K | 0.3% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 70,682 | $644K | 0.2% | 2026-Q1 |
| Hudson Bay Capital Management LP added | 63,501 | $578K | 0.2% | 2026-Q1 |
| Brevan Howard Capital Management LP new | 57,508 | $524K | 0.2% | 2026-Q1 |
| Palumbo Wealth Management LLC new | 55,232 | $503K | 0.2% | 2026-Q1 |
| TD Asset Management Inc new | 53,200 | $485K | 0.2% | 2026-Q1 |
| BARCLAYS PLC added | 51,768 | $472K | 0.2% | 2026-Q1 |
| Virtu Financial LLC trimmed | 48,109 | $438K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 47,173 | $430K | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 44,490 | $405K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 41,131 | $375K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 35,164 | $320K | 0.1% | 2026-Q1 |
| CERTUITY, LLC new | 35,000 | $319K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 34,725 | $316K | 0.1% | 2026-Q1 |
| Imprint Wealth LLC added | 31,248 | $285K | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE new | 28,964 | $264K | 0.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC new | 27,462 | $250K | 0.1% | 2026-Q1 |
| TritonPoint Partners, LLC | 24,526 | $223K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 24,251 | $221K | 0.1% | 2026-Q1 |
| MANGROVE PARTNERS IM, LLC new | 23,772 | $217K | 0.1% | 2026-Q1 |
| OMERS ADMINISTRATION Corp trimmed | 20,400 | $186K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 19,742 | $180K | 0.1% | 2026-Q1 |
| FOX RUN MANAGEMENT, L.L.C. new | 20,693 | $178K | 0.1% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP new | 17,817 | $162K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 17,149 | $156K | 0.1% | 2026-Q1 |
| Diametric Capital, LP new | 14,539 | $132K | 0.0% | 2026-Q1 |
| Kera Capital Partners, Inc. | 13,000 | $118K | 0.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 12,820 | $117K | 0.0% | 2026-Q1 |
| EntryPoint Capital, LLC new | 11,324 | $103K | 0.0% | 2026-Q1 |
| Mathes Company, Inc. | 10,650 | $97K | 0.0% | 2026-Q1 |
| Snowden Capital Advisors LLC | 10,000 | $91K | 0.0% | 2026-Q1 |
| ADAR1 Capital Management, LLC trimmed | 10,000 | $91K | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. | 10,000 | $91K | 0.0% | 2026-Q1 |
| Allworth Financial LP added | 7,245 | $66K | 0.0% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 4,255 | $39K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 4,000 | $36K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 2,774 | $25K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 2,464 | $22K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 2,537 | $22K | 0.0% | 2026-Q1 |
| CWM, LLC | 1,000 | $9K | 0.0% | 2026-Q1 |
| GROUP ONE TRADING LLC new | 879 | $8K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 59 | $1K | 0.0% | 2026-Q1 |
| Fortitude Family Office, LLC new | 53 | $483 | 0.0% | 2026-Q1 |
| Aspect Partners, LLC new | 9 | $82 | 0.0% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. new | 1,500,000 | $8M | 2.9% | 2025-Q4 stale |
| VANGUARD GROUP INC added | 1,095,814 | $6M | 2.1% | 2025-Q4 stale |
| AMERIPRISE FINANCIAL INC new | 452,147 | $2M | 0.9% | 2025-Q4 stale |
| PERCEPTIVE ADVISORS LLC new | 338,941 | $2M | 0.7% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 258,600 | $1M | 0.5% | 2025-Q4 stale |
| Cable Car Capital, LP trimmed | 779,358 | $1M | 0.5% | 2025-Q1 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 3,979 | $522K | 0.2% | 2025-Q4 stale |
| Longaeva Partners L.P. new | 98,040 | $513K | 0.2% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 40,000 | $209K | 0.1% | 2025-Q4 stale |
| Jump Financial, LLC added | 33,800 | $177K | 0.1% | 2025-Q4 stale |
| Persistent Asset Partners Ltd new | 31,755 | $166K | 0.1% | 2025-Q4 stale |
| Quadrature Capital Ltd new | 22,120 | $116K | 0.0% | 2025-Q4 stale |
| Balyasny Asset Management L.P. new | 12,854 | $67K | 0.0% | 2025-Q4 stale |
| Tower Research Capital LLC (TRC) added | 12,163 | $64K | 0.0% | 2025-Q4 stale |
| Lighthouse Investment Partners, LLC new | 10,020 | $52K | 0.0% | 2025-Q4 stale |
| TRITONPOINT WEALTH, LLC | 24,526 | $51K | 0.0% | 2025-Q3 stale |
| Focus Partners Wealth | 11,900 | $25K | 0.0% | 2025-Q3 stale |
| FNY Investment Advisers, LLC trimmed | 11,250 | $18K | 0.0% | 2025-Q1 stale |
| MAI Capital Management new | 2,000 | $4K | 0.0% | 2025-Q3 stale |
| RAYMOND JAMES FINANCIAL INC new | 525 | $1K | 0.0% | 2025-Q2 stale |
| Arax Advisory Partners new | 34 | $71 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.