Invivyd Ownership | Who Owns Invivyd?

Overview ForecastFinancials Chart Transcripts

Invivyd Ownership Summary

Invivyd is owned by 64.26% institutional investors, 18.14% insiders, and 17.60% retail investors. Maverick capital is the largest institutional shareholder, holding 9.85% 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	64.26%	18.14%	17.60%
Sector	Healthcare Stocks	57.39%	9.93%	32.68%
Industry	Biotech Stocks	68.48%	9.65%	21.87%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Maverick capital	11.77M	9.85%	$5.21M
Mithril ii gp lp	11.24M	9.41%	$4.98M
Deep track capital, lp	10.69M	8.95%	$4.74M
M28 capital management lp	9.25M	7.74%	$4.10M
Fmr	5.78M	4.83%	$2.56M
Blackrock funding, inc. /de	4.74M	3.97%	$2.10M
Blackrock	4.47M	3.87%	$4.92M
Vanguard group	4.34M	3.63%	$1.92M
Redmile group	3.01M	2.52%	$1.33M
683 capital management	3.00M	2.51%	$1.33M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Mithril ii gp lp	11.24M	30.95%	$4.98M
M28 capital management lp	9.25M	4.02%	$4.10M
Deep track capital, lp	10.69M	0.18%	$4.74M
Maverick capital	11.77M	0.09%	$5.21M
Bain capital life sciences investors	1.80M	0.09%	$797.40K
Redmile group	3.01M	0.09%	$1.33M
683 capital management	3.00M	0.08%	$1.33M
Toms capital investment management lp	698.50K	0.03%	$768.35K
Sandia investment management lp	26.71K	0.02%	$11.83K
Gsa capital partners llp	462.44K	0.02%	$205.00K

Top Buyers

Holder	Shares	% Assets	Change
Mithril ii gp lp	11.24M	30.95%	11.24M
Blackrock	4.47M	0.00%	3.60M
Gsa capital partners llp	462.44K	0.02%	462.44K
Ubs group	387.36K	-	334.86K
Two sigma advisers, lp	304.20K	0.00%	282.10K

Top Sellers

Holder	Shares	% Assets	Change
Alphabet	-	-	-4.53M
Slate path capital lp	-	-	-3.73M
Fmr	5.78M	0.00%	-1.55M
Orbimed advisors	1.15M	0.01%	-579.00K
Millennium management	37.86K	-	-326.72K

New Positions

Holder	Shares	% Assets	Change	Value
Mithril ii gp lp	11.24M	30.95%	11.24M	$4.98M
Wellington management group llp	187.79K	-	187.79K	$206.57K
Susquehanna fundamental investments	104.73K	0.00%	104.73K	$115.20K
Bnp paribas arbitrage, snc	36.88K	-	36.88K	$16.34K
Virtu financial	30.97K	0.00%	30.97K	$14.00K

Sold Out

Holder	Change
Farther finance advisors	-1.00
Nisa investment advisors	-6.00
Capital performance advisors llp	-85.00
Allspring global investments	-157.00
Aspire private capital	-200.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	77	-	76,781,705	7.42%	64	1.80%	36	9.09%	19	-17.39%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Fidelity Growth Compy Commingled Pl O	4.59M	3.84%	-220.80K
Vanguard Total Stock Mkt Idx Inv	2.95M	2.46%	-
Fidelity Growth Compy Commingled Pl S	2.43M	2.02%	-855.92K
iShares Russell 2000 ETF	2.27M	1.90%	-19.69K
Fidelity Growth Company Fund	1.43M	1.19%	-194.24K
Vanguard Institutional Extnd Mkt Idx Tr	869.87K	0.73%	72.47K
Fidelity Small Cap Index	810.16K	0.68%	-15.17K
iShares Russell 2000 Value ETF	764.47K	0.64%	-
Fidelity Growth Company K6	503.43K	0.42%	-38.88K
Vanguard Russell 2000 ETF	362.77K	0.30%	8.41K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 31, 2024	MCGUIRE TERRANCE	-	Sell	$46.10K
Dec 30, 2024	MCGUIRE TERRANCE	-	Sell	$41.78K
Dec 27, 2024	MCGUIRE TERRANCE	-	Sell	$43.65K
Dec 26, 2024	MCGUIRE TERRANCE	-	Sell	$45.56K
Dec 23, 2024	MCGUIRE TERRANCE	-	Sell	$34.08K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q4	-	15
2024 Q2	-	1
2024 Q1	-	1
2023 Q4	-	-

IVVD Ownership FAQ

Who Owns Invivyd?

Invivyd shareholders are primarily institutional investors at 64.25%, followed by 18.14% insiders and 17.61% retail investors. The average institutional ownership in Invivyd's industry, Biotech Stocks , is 68.48%, which Invivyd falls below.

Who owns the most shares of Invivyd?

Invivyd’s largest shareholders are Maverick capital (11.77M shares, 9.85%), Mithril ii gp lp (11.24M shares, 9.41%), and Deep track capital, lp (10.69M shares, 8.95%). Together, they hold 28.20% 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?

Mithril ii gp lp is Invivyd’s biggest shareholder by percentage of total assets invested, with 30.95% of its assets in 11.24M Invivyd shares, valued at 4.98M$.

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