Invivyd Ownership | Who Owns Invivyd?

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Invivyd Ownership Summary

Invivyd is owned by 59.81% institutional investors, 18.17% insiders, and 22.02% 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	59.81%	18.17%	22.02%
Sector	Healthcare Stocks	49.73%	8.84%	41.43%
Industry	Biotech Stocks	47.04%	8.74%	44.21%

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 %
Sep 30, 2024	77	-7.23%	71,475,464	-5.88%	59	1.48%	33	-32.65%	23	21.05%
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	-

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
Dec 17, 2024	MCGUIRE TERRANCE	-	Sell	$46.76K
Dec 19, 2024	MCGUIRE TERRANCE	-	Sell	$65.95K
Dec 18, 2024	MCGUIRE TERRANCE	-	Sell	$35.09K
Dec 12, 2024	MCGUIRE TERRANCE	-	Sell	$72.88K
Dec 16, 2024	MCGUIRE TERRANCE	-	Sell	$30.51K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	8
2024 Q2	-	1
2024 Q1	-	1
2023 Q4	-	-
2023 Q3	-	-

IVVD Ownership FAQ

Who Owns Invivyd?

Invivyd shareholders are primarily institutional investors at 59.81%, followed by 18.17% insiders and 22.02% retail investors. The average institutional ownership in Invivyd's industry, Biotech Stocks , is 47.04%, 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.

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