Invivyd Ownership | Who Owns Invivyd?
Invivyd Ownership Summary
Invivyd is owned by 50.42% institutional investors, 41.36% insiders, and 8.22% retail investors. Mithril ii gp lp is the largest institutional shareholder, holding 9.38% 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 | 50.42% | 41.36% | 8.22% |
| Sector | Healthcare Stocks | 488.30% | 11.08% | -399.38% |
| Industry | Biotech Stocks | 307.10% | 11.11% | -218.21% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Mithril ii gp lp | 11.24M | 9.38% | $8.04M |
| Maverick capital | 10.23M | 8.53% | $7.31M |
| M28 capital management lp | 9.25M | 7.71% | $6.61M |
| Deep track capital, lp | 8.59M | 7.16% | $6.14M |
| Fmr | 5.78M | 4.83% | $2.56M |
| Blackrock | 4.47M | 3.87% | $4.92M |
| Vanguard group | 4.34M | 3.63% | $1.92M |
| 683 capital management | 3.07M | 2.56% | $2.20M |
| Redmile group | 2.29M | 1.91% | $1.63M |
| Bain capital life sciences investors | 1.80M | 1.50% | $1.29M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mithril ii gp lp | 11.24M | 27.49% | $8.04M |
| M28 capital management lp | 9.25M | 11.28% | $6.61M |
| Deep track capital, lp | 8.59M | 0.20% | $6.14M |
| Redmile group | 2.29M | 0.17% | $1.63M |
| Bain capital life sciences investors | 1.80M | 0.16% | $1.29M |
| 683 capital management | 3.07M | 0.14% | $2.20M |
| Maverick capital | 10.23M | 0.11% | $7.31M |
| Toms capital investment management lp | 698.50K | 0.03% | $768.35K |
| Gsa capital partners llp | 462.44K | 0.02% | $205.00K |
| Tang capital management | 400.00K | 0.01% | $286.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 4.47M | 0.00% | 3.60M |
| Gsa capital partners llp | 462.44K | 0.02% | 462.44K |
| Ubs group | 387.36K | - | 334.86K |
| Jacobs levy equity management | 687.94K | 0.00% | 252.60K |
| Deutsche bank ag\ | 874.41K | 0.00% | 227.46K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alphabet | - | - | -4.53M |
| Slate path capital lp | - | - | -3.73M |
| Blackrock funding, inc. /de | 1.69M | - | -3.66M |
| Fmr | 5.78M | 0.00% | -1.55M |
| Deep track capital, lp | 8.59M | 0.20% | -1.14M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Marshall wace, llp | 222.63K | 0.00% | 222.63K | $158.07K |
| Wellington management group llp | 187.79K | - | 187.79K | $206.57K |
| Susquehanna fundamental investments | 104.73K | 0.00% | 104.73K | $115.20K |
| Point72 asia (singapore) pte. | 56.60K | 0.01% | 56.60K | $40.47K |
| Bnp paribas arbitrage, snc | 36.88K | - | 36.88K | $16.34K |
Sold Out
| Holder | Change |
|---|---|
| Ifp advisors | -7.00 |
| True wealth design | -28.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 66 | -20.48% | 60,449,578 | -14.15% | 50 | 1.46% | 27 | -27.03% | 26 | -3.70% |
| Mar 31, 2025 | 83 | 7.79% | 70,364,469 | -8.36% | 58 | 1.42% | 39 | 8.33% | 25 | 31.58% |
| 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 | - |
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 | 2.88M | 2.40% | -63.02K |
| Fidelity Growth Company Fund | 1.41M | 1.17% | -21.00K |
| Fidelity Small Cap Index | 818.96K | 0.68% | -11.62K |
| Vanguard Institutional Extnd Mkt Idx Tr | 597.57K | 0.50% | -272.30K |
| Fidelity Growth Company K6 | 503.43K | 0.42% | -38.88K |
| Fidelity Growth Compy Commingled Pl S | 503.40K | 0.42% | -1.93M |
| iShares Russell 2000 ETF | 471.18K | 0.39% | -34.73K |
| Vanguard Russell 2000 ETF | 396.67K | 0.33% | 3.55K |
| Bridgeway Ultra-Small Company Market | 297.50K | 0.25% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 19, 2025 | Lee Timothy Edward | Chief Commercial Officer | Sell | $16.80K |
| Aug 18, 2025 | Lee Timothy Edward | Chief Commercial Officer | Sell | $13.01K |
| Aug 18, 2025 | Duke William E. | Chief Financial Officer | Sell | $13.01K |
| Aug 19, 2025 | Duke William E. | Chief Financial Officer | Sell | $16.80K |
| Aug 18, 2025 | Green Julie | Chief Human Resources Officer | Sell | $13.01K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 10 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 15 |
| 2024 Q2 | - | 1 |
IVVD Ownership FAQ
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