Invivyd Ownership | Who Owns Invivyd?

Overview Forecast RevenueFinancials Chart Transcripts

Invivyd Ownership Summary

Invivyd is owned by 65.68% institutional investors, 18.17% insiders, and 16.16% retail investors. Maverick capital is the largest institutional shareholder, holding 10.18% of IVVD shares. Fidelity Growth Compy Commingled Pl O is the top mutual fund, with 3.84% of its assets in Invivyd shares.

IVVD Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Invivyd	65.68%	18.17%	16.16%
Sector	Healthcare Stocks	47.38%	7.99%	44.63%
Industry	Biotech Stocks	45.43%	7.81%	46.75%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Maverick capital	11.77M	10.18%	$12.94M
Deep track capital, lp	10.95M	9.47%	$12.05M
M28 capital management lp	9.25M	8.00%	$10.17M
Fmr	8.37M	7.24%	$9.20M
Blackrock	4.47M	3.87%	$4.92M
Vanguard group	4.30M	3.71%	$4.72M
Slate path capital lp	3.73M	3.23%	$4.11M
683 capital management	3.63M	3.14%	$3.99M
Redmile group	3.07M	2.65%	$3.37M
Orbimed advisors	2.43M	2.10%	$2.67M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
M28 capital management lp	9.25M	13.19%	$10.17M
Deep track capital, lp	10.95M	0.36%	$12.05M
683 capital management	3.63M	0.30%	$3.99M
Maverick capital	11.77M	0.25%	$12.94M
Bain capital life sciences investors	1.80M	0.22%	$1.98M
Redmile group	3.07M	0.20%	$3.37M
Slate path capital lp	3.73M	0.08%	$4.11M
Orbimed advisors	2.43M	0.05%	$2.67M
Toms capital investment management lp	698.50K	0.03%	$768.35K
Tang capital management	200.00K	0.02%	$220.00K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	4.47M	0.00%	3.60M
Vanguard group	4.30M	0.00%	1.68M
Redmile group	3.07M	0.20%	1.62M
Geode capital management	1.64M	0.00%	1.02M
State street	982.74K	-	792.98K

Top Sellers

Holder	Shares	% Assets	Change
Alphabet	-	-	-4.53M
Goldman sachs group	151.31K	-	-451.60K
Millennium management	1.14M	0.00%	-386.83K
Renaissance	-	-	-382.82K
Jane street group	44.69K	-	-281.37K

New Positions

Holder	Shares	% Assets	Change	Value
Duquesne family office	571.42K	0.02%	571.42K	$629.00K
Tang capital management	200.00K	0.02%	200.00K	$220.00K
Wellington management group llp	187.79K	-	187.79K	$206.57K
Nuveen asset management	107.12K	-	107.12K	$117.83K
Susquehanna fundamental investments	104.73K	0.00%	104.73K	$115.20K

Sold Out

Holder	Change
Nisa investment advisors	-6.00
Point72 asset management	-600.00
Federated hermes	-1.11K
Trust co of vermont	-1.25K
Loring wolcott & coolidge fiduciary advisors llp/ma	-2.00K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	82	-10.87%	75,933,683	4.92%	65	1.50%	48	-15.79%	19	-
Mar 31, 2024	92	50.82%	72,373,193	29.72%	66	2.56%	57	96.55%	19	11.76%
Dec 31, 2023	61	8.93%	55,790,098	4.32%	50	2.13%	29	45.00%	17	-10.53%
Sep 30, 2023	56	-1.75%	53,480,242	-4.28%	48	1.85%	20	-20.00%	19	-
Jun 30, 2023	57	-20.83%	55,874,099	-6.73%	51	1.69%	25	-16.67%	19	-13.64%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Fidelity Growth Compy Commingled Pl O	4.59M	3.84%	-220.80K
Fidelity Growth Compy Commingled Pl S	4.34M	3.63%	-252.93K
Vanguard Total Stock Mkt Idx Inv	2.99M	2.50%	-
Fidelity Growth Company Fund	2.19M	1.84%	-225.75K
iShares Russell 2000 ETF	1.60M	1.34%	-3.61K
Fidelity Small Cap Index	811.11K	0.68%	-2.74K
Vanguard Institutional Extnd Mkt Idx Tr	797.40K	0.67%	-
iShares Russell 2000 Value ETF	719.02K	0.60%	-
Fidelity Growth Company K6	592.93K	0.50%	-80.55K
State St Russell Sm Cap® Indx SL Cl I	383.50K	0.32%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 29, 2024	MCGUIRE TERRANCE	-	Sell	$186.57K
Jan 19, 2024	Adimab, LLC	-	Sell	$19.75M

Insider Transactions Trends

Date	Buy	Sell
2024 Q2	-	1
2024 Q1	-	1
2023 Q4	-	-
2023 Q3	-	-
2023 Q2	-	-

IVVD Ownership FAQ

Who Owns Invivyd?

Invivyd shareholders are primarily institutional investors at 65.68%, followed by 18.17% insiders and 16.15% retail investors. The average institutional ownership in Invivyd's industry, Biotech Stocks , is 45.43%, which Invivyd exceeds.

Who owns the most shares of Invivyd?

Invivyd’s largest shareholders are Maverick capital (11.77M shares, 10.18%), Deep track capital, lp (10.95M shares, 9.47%), and M28 capital management lp (9.25M shares, 8.00%). Together, they hold 27.65% of Invivyd’s total shares outstanding.

Does Blackrock own Invivyd?

Yes, BlackRock owns 3.87% of Invivyd, totaling 4.47M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 4.92M$. In the last quarter, BlackRock increased its holdings by 3.6M shares, a 410.38% change.

Who is Invivyd’s biggest shareholder by percentage of total assets invested?

M28 capital management lp is Invivyd’s biggest shareholder by percentage of total assets invested, with 13.19% of its assets in 9.25M Invivyd shares, valued at 10.17M$.

Who is the top mutual fund holder of Invivyd shares?

Fidelity Growth Compy Commingled Pl O is the top mutual fund holder of Invivyd shares, with 3.84% of its total shares outstanding invested in 4.59M Invivyd shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools