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Invivyd

76 hedge funds and large institutions have $72.9M invested in Invivyd in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.83% less ownership

Funds ownership: 63.67%59.84% (-3.8%)

5% less funds holding

Funds holding: 8076 (-4)

13% less capital invested

Capital invested by funds: $83.5M → $72.9M (-$10.6M)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

50% less call options, than puts

Call options by funds: $2K | Put options by funds: $4K

Holders
76
Holders Change
-4
Holders Change %
-5%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
19
Reduced
23
Closed
17
Calls
$2K
Puts
$4K
Net Calls
-$2K
Net Calls Change
-$813K
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$20.7K +$22K +20,300 New
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$17.9K -$51.1K -47,198 -73%
ProShare Advisors
53
ProShare Advisors
Maryland
$15.3K +$16.2K +14,984 New
VOYA Investment Management
54
VOYA Investment Management
Georgia
$11.3K +$12K +11,054 New
MA
55
Modus Advisors
Minnesota
$11.2K
VPIM
56
Vanguard Personalized Indexing Management
California
$11.2K -$7.48K -6,901 -39%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$10.4K +$10.9K +10,053 New
NGA
58
Naples Global Advisors
Florida
$10.2K
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$10K +$2.67K +2,462 +33%
TRCT
60
Tower Research Capital (TRC)
New York
$8.98K +$6.39K +5,901 +203%
AIP
61
Ameritas Investment Partners
Nebraska
$7.92K
Legal & General Group
62
Legal & General Group
United Kingdom
$7.02K
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$5.86K
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$4.08K -$86K -79,400 -95%
AB
65
Amalgamated Bank
New York
$3K
Osaic Holdings
66
Osaic Holdings
Arizona
$1.29K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$1K +$684 +631 New
CA
68
Claris Advisors
Missouri
$510 +$542 +500 New
PA
69
Parallel Advisors
California
$506 +$537 +496 New
Nisa Investment Advisors
70
Nisa Investment Advisors
Missouri
$261 +$277 +256 New
SCM
71
Sterling Capital Management
North Carolina
$257 +$273 +252 New
APC
72
Aspire Private Capital
North Carolina
$204
Allspring Global Investments
73
Allspring Global Investments
North Carolina
$160 +$170 +157 New
CPA
74
Capital Performance Advisors
California
$87 +$92 +85 New
FFA
75
Farther Finance Advisors
California
$1

IVVD Hedge Fund Activity: Q3 2024 in Review

76 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invivyd (IVVD) for Q3 2024, worth a combined $72.9M — down 13% from $83.5M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IVVD and 14 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 19 added.

The largest buyer was Citadel Advisors, adding an estimated $667K. The largest seller was Fidelity Investments, cutting an estimated $1.13M.

  • 76 institutional investors held Invivyd (IVVD) as of Q3 2024, down from 80 in Q2 2024.
  • Funds reported $72.9M of Invivyd stock for Q3 2024, down 13% quarter-over-quarter.
  • 14 funds opened new Invivyd positions in Q3 2024 and 17 closed out, a net change of -3 holders.
  • The largest Invivyd buyer in Q3 2024 was Citadel Advisors, an estimated $667K added.
  • The largest Invivyd seller in Q3 2024 was Fidelity Investments, an estimated $1.13M sold.

Based on aggregated 13F filings for Q3 2024.