Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invivyd Inc (IVVD)

124 + Investors. Track Smart Money conviction in IVVD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -14
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — IVVD

Based on 126 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IVVD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
126 funds currently hold this stock — 90% of the 3.0-year high of 140 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +97% more funds vs a year ago

fund count last 6Q
+62 new funds entered over the past year (+97% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 49% buying

75 buying78 selling
Last quarter: 78 funds reduced or exited vs 75 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 27 → 47 → 43 → 36. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 39% long-term, 38% new

■ 39% conviction (2yr+) ■ 23% medium ■ 38% new
Of the 126 current holders: 49 (39%) held >2 years, 29 held 1–2 years, and 48 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +2%, value -31%

Value
-30%
Shares
+2%
Last quarter: funds added +2% more shares while total portfolio value only changed -31%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~36 new funds/quarter

15 → 27 → 47 → 43 → 36 new funds/Q
New funds entering each quarter: 27 → 47 → 43 → 36. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 53% veterans vs 38% newcomers

■ 53% veterans ■ 8% 1-2yr ■ 38% new
Entry-cohort mix of 131 holders: 70 (53%) are 2+ year veterans, 11 entered 1–2 years ago, and 50 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
33 of 125 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IVVD

In 2026 Q2, 75 hedge funds were net buyers of IVVD (36 opened a new position, 39 added to an existing one), while 78 reduced or exited (28 trimmed, 50 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 20% of total institutional value in IVVD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -14 funds (more exits than new entries). Total institutional holders: 126.

Hedge Fund Ownership: IVVD

How many hedge funds hold IVVD — quarterly history vs. share price
Quarterly hedge fund ownership of IVVD vs. share price

Market Analysis: IVVD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IVVD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 1 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: IVVD
124 + Investors

Track Smart Money conviction in IVVD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 124 140 -11.43%
13F Shares 233M 228M 2.34%
Total Value $203M $297M -31.55%
New Positions 35 43 -8
Increased Positions 37 40 -3
Closed Positions 50 17 +33
Reduced Positions 27 25 +2
Total Calls 3 3 -
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: IVVD

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

124 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IVVD. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IVVD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 M28 Capital Management LP 17.11% 9,248,250 $8.1M
2 Saturn V Capital Management LP 1.05% 8,392,288 $7.3M
3 Bvf Inc/Il 0.63% 28,165,000 $24.6M
4 Ikarian Capital, LLC 0.25% 2,656,570 $2.3M
5 Perceptive Advisors LLC 0.24% 18,490,636 $16.1M
6 Soleus Capital Management, L.P. 0.23% 7,708,727 $6.7M
7 Redmile Group, LLC 0.15% 2,597,759 $2.3M
8 ADAR1 Capital Management, LLC 0.15% 3,807,427 $3.3M
9 Maverick Capital Ltd 0.15% 18,970,913 $16.6M
10 Verdad Advisers, LP 0.14% 172,376 $150K
11 Birchview Capital, LP 0.14% 342,275 $299K
12 683 Capital Management, LLC 0.11% 2,482,543 $2.2M
13 Eversept Partners, LP 0.10% 2,237,015 $2.0M
14 Boxer Capital Management, LLC 0.10% 1,500,000 $1.3M
15 Miller Financial Services LLC 0.09% 133,000 $116K
16 Siren, L.L.C. 0.09% 5,000,000 $4.4M
17 Virtus Investment Advisers, LLC 0.09% 424,933 $371K
18 Rangeley Capital, LLC 0.05% 59,000 $51K
19 Knott David M Jr 0.05% 100,000 $87K
20 Scientech Research LLC 0.04% 52,893 $46K
21 Driehaus Capital Management LLC 0.02% 4,806,543 $4.2M
22 Emerald Mutual Fund Advisers Trust 0.01% 428,847 $374K
23 Jupiter Topco LLC 0.01% 34,173,104 $30.0M
24 Boothbay Fund Management, LLC 0.01% 774,635 $676K
25 Point72 Asset Management, L.P. 0.01% 7,542,061 $6.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Invivyd Inc (IVVD)

What does the Smart Money Trend signal show for IVVD?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IVVD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IVVD?

More sellers than buyers — 49% buying: Last quarter: 78 funds reduced or exited vs 75 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IVVD holders?

Strong quality — 20% AUM from major funds: 33 of 125 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IVVD?

Mixed — 39% long-term, 38% new: Of the 126 current holders: 49 (39%) held >2 years, 29 held 1–2 years, and 48 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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