Signals

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☆IVA

70 in-universe funds with a nonzero position in IVA within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22297
Score / z-0.014 / -0.03
Consensus25.78 over 50 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Samsara BioCapital, LLC CIK 0001744967 0.884 24 28.8 2.8% 2 +0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆Caligan Partners LP CIK 0001727492 0.722 25 27.6 2.0% 2 +1.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Paradigm Biocapital Advisors LP CIK 0001855655 0.570 28 22.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 16.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trails Edge Capital Partners, LP CIK 0002077247 0.089 35 14.8 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 13.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SymBiosis Capital Partners, LLC CIK 0002006045 0.024 6 13.1 24.8% 1 +24.8 pp +24.8 pp +24.8 pp +24.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 12.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAR1 Capital Management, LLC CIK 0001940272 0.312 267 12.1 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Polar Capital Holdings Plc CIK 0001837309 0.683 242 11.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Andera Partners CIK 0001757283 0.646 8 10.1 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Yu Fan CIK 0001668029 0.533 8 8.3 8.6% 2 +1.0 pp +8.6 pp +8.6 pp +8.6 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 8.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆NEA Management Company, LLC CIK 0001512848 0.748 26 8.0 0.5% 4 +0.1 pp -0.0 pp +0.1 pp +0.5 pp
☆Ikarian Capital, LLC CIK 0001778253 0.063 126 7.8 1.1% 2 +0.8 pp +1.1 pp +1.1 pp +1.1 pp
☆NEXTBio Capital Management LP CIK 0002038158 0.338 22 7.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆RTW INVESTMENTS, LP CIK 0001493215 0.781 84 7.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Deep Track Capital, LP CIK 0001856083 0.444 66 6.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ally Bridge Group (NY) LLC CIK 0001822947 0.014 23 4.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Propel Bio Management, LLC CIK 0001969764 0.225 29 4.0 2.5% 2 -1.5 pp +2.5 pp +2.5 pp +2.5 pp
☆BVF INC/IL CIK 0001056807 0.778 44 3.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighVista Strategies LLC CIK 0001335325 0.080 147 3.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squadron Capital Management LLC CIK 0002050709 0.134 34 3.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Integral Health Asset Management, LLC CIK 0001773206 0.244 89 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DIADEMA PARTNERS LP CIK 0002026172 0.064 78 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplify Asset Management Inc. CIK 0001846368 0.982 136 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Persistent Asset Partners Ltd CIK 0002056052 0.000 725 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frec Markets, Inc. CIK 0002111359 0.176 905 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STEMPOINT CAPITAL LP CIK 0001952142 0.040 73 0.0 0.0% 0 -0.4 pp -0.0 pp +0.0 pp +0.0 pp
☆Yiheng Capital Management, L.P. CIK 0001447228 0.582 25 0.0 0.0% 0 -0.5 pp -5.1 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EVENTIDE ASSET MANAGEMENT, LLC CIK 0001442891 0.505 301 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Saturn V Capital Management LP CIK 0001964437 0.730 23 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just IVA). Qtrs Held counts distinct quarters this fund has actually held IVA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IVA position size. Δ columns are the percentage-point change in IVA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status