undamentalytics Newsletter

Invivyd, Inc.: which funds bought and sold

Institutions that bought and sold Invivyd shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 71 institutions that filed 13F reports for both quarters added to or opened positions in Invivyd, and 71 cut or closed them. Together they added a net 3.6M shares, +1.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 3.4M shares (−3.8%); index fund managers were net buyers of 14.7M shares (+56.4%). 33 opened a new position and 45 sold out entirely.

Bought, Q2 2026 71 institutions, 33 of them new holders Sold, Q2 2026 71 institutions, 45 of them sold out
Net change, all compared +3.6M shares (+1.8%)
Net change, active managers −3.4M shares (−3.8%), 11 bought, 19 sold

Buyers versus sellers

institutions compared, 169
Active managers and hedge funds 11 bought · 19 sold · −3.4M
Index fund managers 9 bought · 3 sold · +14.7M
Other institutions 51 bought · 49 sold · −7.8M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +11.9M +276.8% 16.1M $14.1M
Bvf Inc +8.6M +44.3% 28.2M $24.6M
Point72 Asset Management, L.P. Hedge fund +7.5M +17068.0% 7.5M $6.6M
Geode Capital Management, LLC Index funds +2.9M +119.5% 5.4M $4.7M
Morgan Stanley +2.3M +69.1% 5.7M $5M
Citadel Advisors LLC Hedge fund +2.0M +125.3% 3.6M $3.1M
Vanguard Portfolio Management LLC Index funds +1.4M New position 1.4M $1.2M
Northern Trust Corp Index funds +1.2M +250.0% 1.6M $1.4M
Siren, L.L.C. +1.0M +25.0% 5.0M $4.4M
Cantor Fitzgerald, L. P. +900K New position 900K $785,360
Qube Research & Technologies Ltd Hedge fund +633K +23.6% 3.3M $2.9M
Bank Of New York Mellon Corp +491K +1805.2% 518K $451,833
Vanguard Capital Management LLC Index funds +422K +4.2% 10.5M $9.2M
Two Sigma Investments, LP Hedge fund +364K +18.5% 2.3M $2M
Charles Schwab Investment Management Inc Index funds +352K +298.0% 470K $409,781
Birchview Capital, LP +342K New position 342K $298,601
Gsa Capital Partners LLP +335K +102.2% 662K $578,000
Virtus Investment Advisers, LLC +307K +261.5% 425K $370,712
Nuveen, LLC +280K New position 280K $244,563
Deutsche Bank Ag\ +205K +35.1% 791K $687,952

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Eventide Asset Management, LLC −9.1M Sold out 0 —
Stempoint Capital LP −3.7M Sold out 0 —
Driehaus Capital Management LLC Active manager −3.6M −43.0% 4.8M $4.2M
Balyasny Asset Management L.P. Hedge fund −3.5M Sold out 0 —
State Street Corp Index funds −3.5M −50.1% 3.5M $3M
Saturn V Capital Management LP −2.6M −23.4% 8.4M $7.3M
Perceptive Advisors LLC Hedge fund −2.4M −11.4% 18.5M $16.1M
Millennium Management LLC Hedge fund −2.3M −65.7% 1.2M $1.1M
Goldman Sachs Group Inc −1.6M −62.5% 979K $853,689
Susquehanna International Group, LLP −1.4M −76.1% 456K $397,412
Marshall Wace, LLP Hedge fund −1.2M Sold out 0 —
Ameriprise Financial Inc −1.2M Sold out 0 —
HRT Financial LP −978K Sold out 0 —
Jane Street Group, LLC −773K Sold out 0 —
Bank Of America Corp −605K −62.9% 357K $311,234
Squarepoint Ops LLC Hedge fund −588K −71.8% 231K $201,939
Brevan Howard Capital Management LP Hedge fund −340K Sold out 0 —
Rafferty Asset Management, LLC Index funds −306K Sold out 0 —
Ensign Peak Advisors, Inc −298K −14.8% 1.7M $1.5M
Cannon Global Investment Management, LLC −161K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Vanguard Portfolio Management LLCIndex funds 1.4M $1.2M
Cantor Fitzgerald, L. P. 900K $785,360
Birchview Capital, LP 342K $298,601
Nuveen, LLC 280K $244,563
Price T Rowe Associates IncActive manager 173K $151,000
Alliancebernstein L.P.Active manager 115K $150,020
Rhumbline AdvisersIndex funds 158K $137,416
Metlife Investment Management, LLC 134K $116,727
Simon Quick Advisors, LLC 107K $92,959
Voleon Capital Management LPHedge fund 97K $84,809

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Eventide Asset Management, LLC 9.1M $11.8M
Stempoint Capital LP 3.7M $4.9M
Balyasny Asset Management L.P.Hedge fund 3.5M $4.6M
Marshall Wace, LLPHedge fund 1.2M $1.6M
Ameriprise Financial Inc 1.2M $1.6M
HRT Financial LP 978K $1.3M
Jane Street Group, LLC 773K $1M
Brevan Howard Capital Management LPHedge fund 340K $441,454
Rafferty Asset Management, LLCIndex funds 306K $398,177
Cannon Global Investment Management, LLC 161K $209,300

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
125
Ten largest holders
68.4%
of 13F-reported shares
Index fund managers
17.5%
of 13F-reported shares
Active managers and hedge funds
36.3%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 11 19 3 12 −3.4M −3.8%
Index fund managers 9 3 2 1 +14.7M +56.4%
Other institutions 51 49 28 32 −7.8M −9.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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