Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invivyd Inc (IVVD)

139 + 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
↑ +27
Streak
3Q ▲
Buyers last Q
65%

Smart Money Signals — IVVD

Based on 140 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added IVVD 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
140 hedge funds hold IVVD 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 — +77% more funds vs a year ago

fund count last 6Q
+61 new funds entered over the past year (+77% 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 — 65% buying

83 buying44 selling
Last quarter: 83 funds were net buyers (43 opened a brand new position + 40 added to an existing one). Only 44 were sellers (28 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~43 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 26 → 47 → 43. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 54% new

■ 28% conviction (2yr+) ■ 19% medium ■ 54% new
Of the 140 current holders: 39 (28%) held >2 years, 26 held 1–2 years, and 75 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 -5%, value -99%

Value
-98%
Shares
-5%
Last quarter: funds added -5% more shares while total portfolio value only changed -99%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

21 → 15 → 26 → 47 → 43 new funds/Q
New funds entering each quarter: 15 → 26 → 47 → 43. 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.
🏛️

Veteran-anchored — 48% veterans vs 45% newcomers

■ 48% veterans ■ 8% 1-2yr ■ 45% new
Entry-cohort mix of 146 holders: 70 (48%) are 2+ year veterans, 11 entered 1–2 years ago, and 65 (45%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
27 of 140 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.8
out of 10
Moderate Exit Risk
Exit risk score 5.8/10 — 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 Q1, 83 hedge funds were net buyers of IVVD (43 opened a new position, 40 added to an existing one), while 44 reduced or exited (28 trimmed, 16 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 27% of total institutional value in IVVD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +27 funds (more new holders than closures). Total institutional holders: 140.

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.

Is It Too Late to Buy Invivyd Inc (IVVD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IVVD 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 · 75d ago
IVVD
-40.8%
XLV
+4.9%

IVVD outperformed XLV by -45.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
IVVD
-36.4%
XLV
+6.0%

Since the filing became public, IVVD outperformed XLV by -42.4% .

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.

16 top-rated funds 2 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: IVVD
139 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 139 113 23.01%
13F Shares 228M 241M -5.48%
Total Value $297M $23.42B -98.73%
New Positions 42 47 -5
Increased Positions 40 28 +12
Closed Positions 16 9 +7
Reduced Positions 25 17 +8
Total Calls 3 3 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: IVVD

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

139 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 M28 Capital Management LP 22.35% 9,248,250 $12.0M
2 Saturn V Capital Management LP 2.58% 10,949,084 $14.2M
3 Bvf Inc/Il 0.81% 19,525,000 $25.4M
4 Perceptive Advisors LLC 0.53% 20,859,303 $27.1M
5 Stempoint Capital LP 0.47% 1,874,546 $2.4M
6 Cannon Global Investment Management, LLC 0.41% 161,000 $209K
7 Soleus Capital Management, L.P. 0.41% 7,708,727 $10.0M
8 ADAR1 Capital Management, LLC 0.29% 3,822,427 $5.0M
9 Maverick Capital Ltd 0.28% 18,970,913 $24.7M
10 Ikarian Capital, LLC 0.28% 2,656,570 $3.5M
11 Boxer Capital Management, LLC 0.26% 1,500,000 $1.9M
12 Redmile Group, LLC 0.23% 2,648,659 $3.4M
13 Eventide Asset Management, LLC 0.20% 9,071,995 $11.8M
14 Verdad Advisers, LP 0.19% 131,276 $171K
15 683 Capital Management, LLC 0.17% 2,515,000 $3.3M
16 Eversept Partners, LP 0.16% 2,276,349 $3.0M
17 Miller Financial Services LLC 0.15% 105,000 $136K
18 Siren, L.L.C. 0.14% 4,000,000 $5.2M
19 Quantessence Capital LLC 0.12% 19,045 $25K
20 Driehaus Capital Management LLC 0.08% 8,436,894 $11.0M
21 Knott David M Jr 0.08% 100,000 $130K
22 Rangeley Capital, LLC 0.06% 45,000 $58K
23 CTC Alternative Strategies, Ltd. 0.05% 17,648 $23K
24 EntryPoint Capital, LLC 0.05% 131,178 $171K
25 Virtus Investment Advisers, LLC 0.04% 117,537 $153K
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?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IVVD 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 IVVD?

More buyers than sellers — 65% buying: Last quarter: 83 funds were net buyers (43 opened a brand new position + 40 added to an existing one). Only 44 were sellers (28 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IVVD holders?

Strong quality — 27% AUM from major funds: 27 of 140 holders rank in the top 100 by AUM, accounting for 27% 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 — 28% long-term, 54% new: Of the 140 current holders: 39 (28%) held >2 years, 26 held 1–2 years, and 75 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.

Is it too late to buy Invivyd Inc (IVVD) following the 2026 Q1 hedge fund 13F filings?

As of today, IVVD has moved -36.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.0% for the XLV sector ETF — an outperformance of -42.4%. Since the quarter end (March 31, 2026), IVVD has gained -40.8% vs +4.9% 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.

Full history →