Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Inventiva SA (IVA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
5Q ▲
Buyers last Q
69%

Smart Money Signals — IVA

Based on 66 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added IVA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
66 hedge funds hold IVA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +725% more funds vs a year ago

fund count last 6Q
+58 new funds entered over the past year (+725% 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 buyers than sellers — 69% buying

44 buying20 selling
Last quarter: 44 funds were net buyers (23 opened a brand new position + 21 added to an existing one). Only 20 were sellers (10 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 4 → 5 → 38 → 23. 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.
🔄

Mostly new holders — 79% entered in last year

■ 12% conviction (2yr+) ■ 9% medium ■ 79% new
Only 8 funds (12%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +34% but shares only +12% — price-driven

Value
+33%
Shares
+12%
Last quarter: the total dollar value of institutional holdings rose +34%, but actual share count only changed +12%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

1 → 4 → 5 → 38 → 23 new funds/Q
New funds entering each quarter: 4 → 5 → 38 → 23. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 79% of holders entered in last year

■ 18% veterans ■ 3% 1-2yr ■ 79% new
Of 66 current holders: 52 (79%) entered in the past year, only 12 (18%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
11 of 66 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.0
out of 10
High Exit Risk
Exit risk score 7.0/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 — IVA

In 2026 Q1, 44 hedge funds were net buyers of IVA (23 opened a new position, 21 added to an existing one), while 20 reduced or exited (10 trimmed, 10 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 66.

Hedge Fund Ownership: IVA

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

Market Analysis: IVA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IVA

-- --

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

Is It Too Late to Buy Inventiva SA (IVA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IVA has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 86d ago
IVA
-36.9%
XLV
+6.6%

IVA outperformed XLV by -43.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 41d ago
IVA
-35.7%
XLV
+7.7%

Since the filing became public, IVA outperformed XLV by -43.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 7 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: IVA
66 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 66 53 24.53%
13F Shares 52M 47M 12.1%
Total Value $290M $217M 33.61%
New Positions 23 38 -15
Increased Positions 21 6 +15
Closed Positions 10 0 +10
Reduced Positions 10 1 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IVA

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Valuation Measures Data as of: --

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

Financial Highlights

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Institutional Holders (2026 Q1)

66 + investors

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

QUARTER:
Top 25 IVA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SymBiosis Capital Partners, LLC 24.76% 2,354,000 $13.1M
2 Yu Fan 8.58% 1,500,000 $8.3M
3 Andera Partners 5.70% 1,818,181 $10.1M
4 NEXTBio Capital Management LP 3.44% 1,333,484 $7.4M
5 Trails Edge Capital Partners, LP 3.38% 2,657,997 $14.8M
6 Ally Bridge Group (NY) LLC 3.34% 745,300 $4.1M
7 Samsara BioCapital, LLC 2.80% 5,194,805 $28.8M
8 Propel Bio Management, LLC 2.52% 724,678 $4.0M
9 Caligan Partners LP 1.84% 4,974,906 $27.6M
10 Squadron Capital Management LLC 1.09% 535,000 $3.0M
11 HighVista Strategies LLC 0.94% 615,666 $3.4M
12 ADAR1 Capital Management, LLC 0.71% 2,174,398 $12.1M
13 Ikarian Capital, LLC 0.64% 1,429,101 $7.8M
14 NEA Management Company, LLC 0.46% 1,462,586 $8.0M
15 Paradigm Biocapital Advisors LP 0.45% 4,000,000 $22.2M
16 Seven Fleet Capital Management LP 0.35% 200,141 $1.1M
17 Diadema Partners LP 0.33% 352,399 $1.9M
18 Persistent Asset Partners Ltd 0.27% 128,099 $711K
19 Bvf Inc/Il 0.12% 686,040 $3.8M
20 Deep Track Capital, LP 0.11% 1,222,453 $6.8M
21 Integral Health Asset Management, LLC 0.11% 400,000 $2.2M
22 Boothbay Fund Management, LLC 0.11% 1,470,407 $8.2M
23 Rtw Investments, LP 0.07% 1,298,702 $7.2M
24 Quaker Wealth Management, LLC 0.04% 24,960 $139K
25 Polar Capital Holdings Plc 0.04% 2,132,138 $11.8M
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 — Inventiva SA (IVA)

What does the Smart Money Trend signal show for IVA?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added IVA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IVA?

More buyers than sellers — 69% buying: Last quarter: 44 funds were net buyers (23 opened a brand new position + 21 added to an existing one). Only 20 were sellers (10 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IVA holders?

Smaller funds dominant — 18% AUM from top-100: 11 of 66 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IVA?

Mostly new holders — 79% entered in last year: Only 8 funds (12%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Inventiva SA (IVA) following the 2026 Q1 hedge fund 13F filings?

As of today, IVA has moved -35.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +7.7% for the XLV sector ETF — an outperformance of -43.4%. Since the quarter end (March 31, 2026), IVA has gained -36.9% vs +6.6% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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