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Invivyd
IVVD

58 hedge funds and large institutions have $90.9M invested in Invivyd in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more capital invested

Capital invested by funds: $58.7M → $90.9M (+$32.2M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 57 → 58 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.31% less ownership

Funds ownership: 51.04% → 48.72% (-2.3%)

40% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
12
Reduced
20
Closed
8
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$10K

Top Buyers

Rank Fund Capital Flow
1
MC
Maverick Capital
Texas
+$4.66M
2
AI
Acuitas Investments
Washington
+$331K
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$279K
4
BCM
Bridgeway Capital Management
Texas
+$233K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$95.1K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.98M
2
Citigroup
Citigroup
New York
-$2.89M
3
Millennium Management
Millennium Management
New York
-$1.34M
4
TCM
Tang Capital Management
California
-$1.25M
5
BlackRock
BlackRock
New York
-$296K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$1.7K – – –
Wells Fargo
52
Wells Fargo
California
$1.51K +$22 +14 +2%
Osaic Holdings
53
Osaic Holdings
Arizona
$793 -$794 -500 -52%
APC
54
Aspire Private Capital
North Carolina
$340 – – –
GWS
55
Glassman Wealth Services
Virginia
$340 – – –
Nisa Investment Advisors
56
Nisa Investment Advisors
Missouri
$10 – – –
BCM
57
BML Capital Management
Indiana
– -$141K -134,696 Closed
YIH
58
Y-Intercept (HK)
Hong Kong
– -$118K -111,936 Closed
OMC
59
Old Mission Capital
Illinois
– -$45.5K -43,316 Closed
Balyasny Asset Management
60
Balyasny Asset Management
Illinois
– -$13.7K -13,056 Closed
GCM
61
Gladius Capital Management
Illinois
– -$12.5K -11,910 Closed
Citadel Advisors
62
Citadel Advisors
Florida
– -$5.73K -5,454 Closed
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
– -$1.42K -893 -99%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
– -$469 -447 Closed
SOW
65
State of Wyoming
Wyoming
– -$236 -225 Closed
Simplex Trading
66
Simplex Trading
Illinois
– +$151 +95 +92%
1 2
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IVVD Hedge Fund Activity: Q3 2023 in Review

58 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invivyd (IVVD) for Q3 2023, worth a combined $90.9M — up 55% from $58.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IVVD positions and 8 closed out — a net gain of 1 holder — while 12 added to existing stakes and 20 trimmed.

The largest buyer was Maverick Capital, adding an estimated $4.66M. The largest seller was Fidelity Investments, cutting an estimated $2.98M.

  • 58 institutional investors held Invivyd (IVVD) as of Q3 2023, up from 57 in Q2 2023.
  • Funds reported $90.9M of Invivyd stock for Q3 2023, up 55% quarter-over-quarter.
  • 9 funds opened new Invivyd positions in Q3 2023 and 8 closed out, a net change of +1 holder.
  • The largest Invivyd buyer in Q3 2023 was Maverick Capital, an estimated $4.66M added.
  • The largest Invivyd seller in Q3 2023 was Fidelity Investments, an estimated $2.98M sold.

Based on aggregated 13F filings for Q3 2023.