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.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +36
Streak
3Q ▲
Buyers last Q
84%

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 — 84% buying

59 buying11 selling
Last quarter: 59 funds were net buyers (41 opened a brand new position + 18 added to an existing one). Only 11 were sellers (6 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+29 vs last Q)

new funds entering per quarter
Funds opening a new IMMX position: 3 → 5 → 12 → 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 +2122% but shares only +785% — price-driven

Value
+2122%
Shares
+784%
Last quarter: the total dollar value of institutional holdings rose +2122%, but actual share count only changed +785%. 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 → 12 → 41 new funds/Q
New funds entering each quarter: 3 → 5 → 12 → 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.

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
18 of 67 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

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

-- --
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 21 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

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

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.

Top 8 institutional holders of IMMX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LGT Fund Management Co Ltd. 0.16% 416,594 $3.8M
2 TritonPoint Partners, LLC 0.08% 24,526 $223K
3 SBI Securities Co., Ltd. 0.00% 10,000 $91K
4 Concurrent Investment Advisors, LLC 0.00% 24,251 $221K
5 Private Advisor Group, LLC 0.00% 34,725 $316K
6 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 12,820 $117K
7 Fortitude Family Office, LLC 0.00% 53
8 Aspect Partners, LLC 0.00% 9
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 — 84% buying: Last quarter: 59 funds were net buyers (41 opened a brand new position + 18 added to an existing one). Only 11 were sellers (6 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IMMX holders?

Strong quality — 35% AUM from major funds: 18 of 67 holders rank in the top 100 by AUM, accounting for 35% 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 — 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.

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.