Who owns Invivyd (IVVD)
Which tracked institutional funds hold IVVD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IVVD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IVVD is one-sided between 2026-Q1 and 2026-Q2: 10 added or opened and 36 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IVVD’s largest tracked holder by dollar value, JANUS HENDERSON GROUP PLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IVVD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 123 tracked filers holding IVVD, 70 increased or opened the position and 76 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IVVD between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- Jupiter Topco LLC$30M
- VANGUARD PORTFOLIO MANAGEMENT LLC$1M
Full exits 8
- JANUS HENDERSON GROUP PLC$43M
- EVENTIDE ASSET MANAGEMENT, LLC$12M
- BALYASNY ASSET MANAGEMENT L.P.$5M
- STEMPOINT CAPITAL LP$2M
- MARSHALL WACE, LLP$2M
- AMERIPRISE FINANCIAL INC$2M
Largest adds
- BlackRock, Inc.$9M
- Point72 Asset Management, L.P.$7M
- GEODE CAPITAL MANAGEMENT, LLC$2M
- CITADEL ADVISORS LLC$1M
- NORTHERN TRUST CORP$807K
- MORGAN STANLEY$595K
Largest trims
- PERCEPTIVE ADVISORS LLC$11M
- MAVERICK CAPITAL LTD$8M
- Saturn V Capital Management LP$7M
- Driehaus Capital Management LLC$7M
- STATE STREET CORP$6M
- M28 Capital Management LP$4M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Jupiter Topco LLC new | 34,173,104 | $30M | 8.3% | 2026-Q2 |
| BVF INC/IL added | 28,165,000 | $25M | 6.8% | 2026-Q2 |
| MAVERICK CAPITAL LTD | 18,970,913 | $17M | 4.6% | 2026-Q2 |
| PERCEPTIVE ADVISORS LLC trimmed | 18,490,636 | $16M | 4.4% | 2026-Q2 |
| BlackRock, Inc. added | 16,134,885 | $14M | 3.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 10,496,507 | $9M | 2.5% | 2026-Q2 |
| M28 Capital Management LP | 9,248,250 | $8M | 2.2% | 2026-Q2 |
| Saturn V Capital Management LP trimmed | 8,392,288 | $7M | 2.0% | 2026-Q2 |
| Soleus Capital Management, L.P. | 7,708,727 | $7M | 1.9% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 7,542,061 | $7M | 1.8% | 2026-Q2 |
| MORGAN STANLEY added | 5,730,948 | $5M | 1.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,418,774 | $5M | 1.3% | 2026-Q2 |
| Siren, L.L.C. added | 5,000,000 | $4M | 1.2% | 2026-Q2 |
| Driehaus Capital Management LLC trimmed | 4,806,543 | $4M | 1.2% | 2026-Q2 |
| ADAR1 Capital Management, LLC trimmed | 3,807,427 | $3M | 0.9% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 3,661,480 | $3M | 0.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 3,580,941 | $3M | 0.9% | 2026-Q2 |
| STATE STREET CORP trimmed | 3,457,428 | $3M | 0.8% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 3,320,238 | $3M | 0.8% | 2026-Q2 |
| Ikarian Capital, LLC | 2,656,570 | $2M | 0.6% | 2026-Q2 |
| Redmile Group, LLC trimmed | 2,597,759 | $2M | 0.6% | 2026-Q2 |
| 683 Capital Management, LLC trimmed | 2,482,543 | $2M | 0.6% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 2,333,474 | $2M | 0.6% | 2026-Q2 |
| Eversept Partners, LP trimmed | 2,237,015 | $2M | 0.5% | 2026-Q2 |
| Ensign Peak Advisors, Inc trimmed | 1,721,276 | $2M | 0.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,610,353 | $1M | 0.4% | 2026-Q2 |
| Boxer Capital Management, LLC | 1,500,000 | $1M | 0.4% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,459,012 | $1M | 0.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,417,732 | $1M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,205,599 | $1M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 995,334 | $868K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 978,552 | $854K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 790,749 | $688K | 0.2% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC | 774,635 | $676K | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 552,260 | $482K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 517,920 | $452K | 0.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 469,717 | $410K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 455,539 | $397K | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 454,530 | $397K | 0.1% | 2026-Q2 |
| CANTOR FITZGERALD, L. P. new | 450,115 | $393K | 0.1% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 428,847 | $374K | 0.1% | 2026-Q2 |
| Virtus Investment Advisers, LLC added | 424,933 | $371K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 356,920 | $311K | 0.1% | 2026-Q2 |
| Birchview Capital, LP new | 342,275 | $299K | 0.1% | 2026-Q2 |
| Nuveen, LLC added | 280,333 | $245K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 231,475 | $202K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 204,436 | $178K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 176,526 | $154K | 0.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 172,695 | $151K | 0.0% | 2026-Q2 |
| Verdad Advisers, LP added | 172,376 | $150K | 0.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. new | 115,400 | $150K | 0.0% | 2026-Q2 |
| FMR LLC added | 165,609 | $144K | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 161,989 | $141K | 0.0% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 157,594 | $137K | 0.0% | 2026-Q2 |
| Jain Global LLC added | 155,251 | $135K | 0.0% | 2026-Q2 |
| MetLife Investment Management, LLC new | 133,800 | $117K | 0.0% | 2026-Q2 |
| Miller Financial Services LLC added | 133,000 | $116K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 109,261 | $103K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 112,675 | $98K | 0.0% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC new | 106,555 | $93K | 0.0% | 2026-Q2 |
| Knott David M Jr | 100,000 | $87K | 0.0% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 99,200 | $87K | 0.0% | 2026-Q2 |
| Voleon Capital Management LP new | 97,214 | $85K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 96,921 | $85K | 0.0% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 96,507 | $84K | 0.0% | 2026-Q2 |
| EMERALD ADVISERS, LLC | 89,938 | $78K | 0.0% | 2026-Q2 |
| JANUS HENDERSON GROUP PLC added | 33,094,330 | $43M | 11.8% | 2026-Q1 stale (1 quarter behind) |
| RA CAPITAL MANAGEMENT, L.P. | 17,119,096 | $42M | 11.6% | 2025-Q4 stale (2 quarters behind) |
| VANGUARD GROUP INC added | 10,703,977 | $26M | 7.3% | 2025-Q4 stale (2 quarters behind) |
| Mithril II GP LP | 11,241,580 | $12M | 3.4% | 2025-Q3 stale (3 quarters behind) |
| EVENTIDE ASSET MANAGEMENT, LLC added | 9,071,995 | $12M | 3.2% | 2026-Q1 stale (1 quarter behind) |
| Deep Track Capital, LP trimmed | 8,585,980 | $6M | 1.7% | 2025-Q2 stale (4 quarters behind) |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 3,515,644 | $5M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| STEMPOINT CAPITAL LP added | 1,874,546 | $2M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA ADVISERS, LP added | 916,600 | $2M | 0.6% | 2025-Q4 stale (2 quarters behind) |
| MARSHALL WACE, LLP added | 1,226,165 | $2M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| AMERIPRISE FINANCIAL INC added | 1,218,214 | $2M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Bain Capital Life Sciences Investors, LLC | 1,799,595 | $1M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| HRT FINANCIAL LP added | 977,595 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 773,352 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Brevan Howard Capital Management LP new | 339,580 | $441K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| TANG CAPITAL MANAGEMENT LLC | 400,000 | $440K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| GSA CAPITAL PARTNERS LLP trimmed | 327,464 | $426K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Rafferty Asset Management, LLC added | 306,290 | $398K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cannon Global Investment Management, LLC new | 161,000 | $209K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Hudson Bay Capital Management LP added | 140,061 | $182K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| PROFUND ADVISORS LLC added | 133,506 | $174K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| EntryPoint Capital, LLC new | 131,178 | $171K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Virtu Financial LLC trimmed | 130,576 | $170K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Lighthouse Investment Partners, LLC new | 63,000 | $156K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| OMERS ADMINISTRATION Corp added | 106,900 | $139K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GILDER GAGNON HOWE & CO LLC new | 49,906 | $123K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Graham Capital Management, L.P. added | 107,429 | $118K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Diametric Capital, LP new | 87,807 | $114K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MANGROVE PARTNERS IM, LLC new | 42,127 | $104K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Quadrature Capital Ltd trimmed | 78,433 | $102K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| AMERICAN CENTURY COMPANIES INC new | 39,930 | $99K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Headlands Technologies LLC new | 75,838 | $99K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Jefferies Financial Group Inc. trimmed | 65,520 | $85K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Catalyst Funds Management Pty Ltd added | 60,400 | $79K | 0.0% | 2026-Q1 stale (1 quarter behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.