Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Immix Biopharma Inc (IMMX)

75 + 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
↑ +8
Streak
4Q ▲
Buyers last Q
65%

Smart Money Signals — IMMX

Based on 75 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
75 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 — +241% more funds vs a year ago

fund count last 6Q
+53 new funds entered over the past year (+241% 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 — 65% buying

51 buying28 selling
Last quarter: 51 funds were net buyers (23 opened a brand new position + 28 added to an existing one). Only 28 were sellers (13 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 5 → 13 → 41 → 23. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 69% entered in last year

■ 19% conviction (2yr+) ■ 12% medium ■ 69% new
Only 14 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 +89% but shares only +11% — price-driven

Value
+89%
Shares
+11%
Last quarter: the total dollar value of institutional holdings rose +89%, but actual share count only changed +11%. 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

3 → 5 → 13 → 41 → 23 new funds/Q
New funds entering each quarter: 5 → 13 → 41 → 23. 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 — 64% of holders entered in last year

■ 27% veterans ■ 9% 1-2yr ■ 64% new
Of 77 current holders: 49 (64%) entered in the past year, only 21 (27%) 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.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
23 of 75 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.7
out of 10
Moderate Exit Risk
Exit risk score 6.7/10 — 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 2026 Q1, 51 hedge funds were net buyers of IMMX (23 opened a new position, 28 added to an existing one), while 28 reduced or exited (13 trimmed, 15 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 36% of total institutional value in IMMX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 75.

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 · 80d ago
IMMX
-4.3%
XLV
+2.1%

IMMX outperformed XLV by -6.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
IMMX
-12.3%
XLV
+3.2%

Since the filing became public, IMMX outperformed XLV by -15.5% .

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.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: IMMX
75 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 75 67 11.94%
13F Shares 27M 24M 11.02%
Total Value $243M $128M 89.14%
New Positions 23 41 -18
Increased Positions 28 18 +10
Closed Positions 15 6 +9
Reduced Positions 12 5 +7
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: IMMX

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
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Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

75 + 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 IMMX holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Diametric Capital, LP 0.03% 14,539 $132K
18 Fox Run Management, L.L.C. 0.03% 20,693 $178K
19 EntryPoint Capital, LLC 0.03% 11,324 $103K
20 Janus Henderson Group plc 0.02% 4,802,002 $43.7M
21 Certuity, LLC 0.02% 35,000 $319K
22 Mangrove Partners IM, LLC 0.02% 23,772 $217K
23 Marshall Wace, LLP 0.01% 1,641,552 $15.0M
24 Bridgeway Capital Management, LLC 0.01% 80,000 $729K
25 Kera Capital Partners, Inc. 0.01% 13,000 $118K
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 — 4 quarters in a row: For 4 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 — 65% buying: Last quarter: 51 funds were net buyers (23 opened a brand new position + 28 added to an existing one). Only 28 were sellers (13 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IMMX holders?

Strong quality — 36% AUM from major funds: 23 of 75 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IMMX?

Mostly new holders — 69% entered in last year: Only 14 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 -12.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.2% for the XLV sector ETF — an outperformance of -15.5%. Since the quarter end (March 31, 2026), IMMX has gained -4.3% vs +2.1% 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.

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