Invivyd
IVVD
57 hedge funds and large institutions have $58.7M invested in Invivyd in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 23 closing their positions.
64% more call options, than puts
Call options by funds: $18K | Put options by funds: $11K
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.83% less ownership
Funds ownership: 54.87% → 51.04% (-3.8%)
18% less capital invested
Capital invested by funds: $71.9M → $58.7M (-$13.2M)
19% less funds holding
Funds holding: 70 → 57 (-13)
33% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 21
52% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 23
Top Buyers
| 1 |
Citigroup
New York
|
+$2.97M |
| 2 |
TCM
Tang Capital Management
San Diego,
California
|
+$959K |
| 3 |
6CM
683 Capital Management
New York
|
+$765K |
| 4 |
MC
Maverick Capital
Dallas,
Texas
|
+$575K |
| 5 |
Millennium Management
New York
|
+$523K |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.11M |
| 2 |
BlackRock
New York
|
-$3.13M |
| 3 |
State Street
Boston,
Massachusetts
|
-$1.06M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$663K |
| 5 |
JP Morgan Chase
New York
|
-$411K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AB
76
Amalgamated Bank
New York
| – | -$6K | -5,333 | Closed |
|
77
Legal & General Group
London,
United Kingdom
| – | -$5.7K | -4,746 | Closed |
|
|
AIP
78
Ameritas Investment Partners
Lincoln,
Nebraska
| – | -$5.48K | -4,566 | Closed |
|
|
EI
79
Ellevest Inc
New York
| – | -$691 | -576 | Closed |
|
|
BAM
80
Belpointe Asset Management
Reno,
Nevada
| – | -$360 | -300 | Closed |
|
IVVD Hedge Fund Activity: Q2 2023 in Review
57 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invivyd (IVVD) for Q2 2023, worth a combined $58.7M — down 18% from $71.9M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of IVVD and 11 opened new positions — a net loss of 12 holders — while 21 trimmed existing stakes and 14 added.
The largest buyer was Citigroup, adding an estimated $2.97M. The largest seller was Fidelity Investments, cutting an estimated $5.11M.
- 57 institutional investors held Invivyd (IVVD) as of Q2 2023, down from 70 in Q1 2023.
- Funds reported $58.7M of Invivyd stock for Q2 2023, down 18% quarter-over-quarter.
- 11 funds opened new Invivyd positions in Q2 2023 and 23 closed out, a net change of -12 holders.
- The largest Invivyd buyer in Q2 2023 was Citigroup, an estimated $2.97M added.
- The largest Invivyd seller in Q2 2023 was Fidelity Investments, an estimated $5.11M sold.
Based on aggregated 13F filings for Q2 2023.