Two Seas Capital
IMVT icon

Two Seas Capital’s Immunovant IMVT Stock Holding History

Two Seas Capital’s Portfolio IMVT Stock Details IMVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$156M Buy
4,612,692
+1,464,187
+47% +$57.7M 1.8% 9
2026
Q2 		$121M Sell
3,148,505
-53,457
-2% -$1.63M 2.4% 9
2026
Q1 		$79.5M Buy
3,201,962
+335,000
+12% +$8.67M 1.11% 15
2025
Q4 		$72.9M Buy
2,866,962
+104,922
+4% +$2.34M 1.5% 13
2025
Q3 		$44.5M Buy
2,762,040
+509,268
+23% +$8.24M 0.71% 16
2025
Q2 		$36M Buy
2,252,772
+610,000
+37% +$9.22M 0.61% 16
2025
Q1 		$28.1M Buy
1,642,772
+131,158
+9% +$2.74M 0.88% 14
2024
Q4 		$37.4M Buy
1,511,614
+835,000
+123% +$23.7M 3.24% 12
2024
Q3 		$19.3M Sell
676,614
-15,792
-2% -$466K 3.13% 10
2024
Q2 		$18.3M Buy
692,406
+151,111
+28% +$4.3M 2.97% 9
2024
Q1 		$17.5M Buy
541,295
+342,543
+172% +$12.5M 3.43% 4
2023
Q4 		$8.37M Sell
198,752
-228,504
-53% -$8.41M 2.04% 8
2023
Q3 		$16.4M Buy
+427,256
New +$9.7M 3.3% 4

Other funds holding IMVT

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Two Seas Capital's IMVT Position: Q3 2026 in Review

Two Seas Capital increased its Immunovant (IMVT) stake by 47% in Q3 2026, buying an estimated $57.7M and bringing the position to 4,612,692 shares worth $156M. The position accounts for 1.8% of the portfolio, ranked #9.

Two Seas Capital first reported a position in IMVT in Q3 2023 and has held it in 13 quarters since. 14 funds tracked by Wall St. Rank hold IMVT as of Q3 2026.

  • Two Seas Capital held 4,612,692 shares of Immunovant worth $156M as of Q3 2026.
  • Two Seas Capital bought 1,464,187 Immunovant shares in Q3 2026, an estimated $57.7M.
  • Immunovant made up 1.8% of Two Seas Capital's portfolio in Q3 2026, its #9 holding.
  • Two Seas Capital first reported a position in Immunovant in Q3 2023 and has held it in 13 quarters since.
  • 14 funds tracked by Wall St. Rank held Immunovant as of Q3 2026.

Based on Two Seas Capital's 13F filing for Q3 2026, filed 6 Oct 2026.