Smart Money Radar / Tickers / IVVD

IVVD Pharmaceuticals, Biotechnology & Life Sciences

CROWD: AMBER Institutional ownership is building here (4 rising quarters). Not yet crowded, but the quiet phase is ending.
Active holders
63
of 140 total, index funds excluded
This quarter
+22
11 out
Conviction
n/a
Streak
4q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2021Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $294M held
FundValueNote
JANUS HENDERSON GROUP PLC $43M
PERCEPTIVE ADVISORS LLC $27M
BVF INC/IL $25M
MAVERICK CAPITAL LTD $25M
Saturn V Capital Management… $14M
VANGUARD CAPITAL MANAGEMENT… $13M
M28 Capital Management LP $12M
EVENTIDE ASSET MANAGEMENT, … $12M
Driehaus Capital Management… $11M
Soleus Capital Management, … $10M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.