Balyasny Asset Management
ARVN icon

Balyasny Asset Management’s Arvinas ARVN Stock Holding History

Balyasny Asset Management’s Portfolio ARVN Stock Details ARVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-261,756
Closed -$3.1M – 2872
2025
Q4 		$3.1M Sell
261,756
-945,511
-78% -$10.3M ﹤0.01% 1651
2025
Q3 		$10.3M Buy
1,207,267
+995,125
+469% +$7.55M 0.01% 1045
2025
Q2 		$1.56M Sell
212,142
-141,884
-40% -$1.05M ﹤0.01% 1860
2025
Q1 		$2.49M Buy
+354,026
New +$5.55M ﹤0.01% 1603
2023
Q1 		– Sell
-1,809
Closed -$61.9K – 2629
2022
Q4 		$61.9K Buy
+1,809
New +$76.1K ﹤0.01% 2317
2022
Q2 		– Sell
-10,812
Closed -$728K – 2728
2022
Q1 		$728K Buy
+10,812
New +$737K ﹤0.01% 1724

Other funds holding ARVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management's ARVN Position: Q1 2026 in Review

Balyasny Asset Management sold out of Arvinas (ARVN) in Q1 2026, closing a stake of 261,756 shares — an estimated $3.1M sold.

Balyasny Asset Management first reported a position in ARVN in Q1 2022 and held it in 6 quarters. The position peaked at $10.3M in Q3 2025. 206 funds tracked by Wall St. Rank hold ARVN as of Q1 2026.

  • Balyasny Asset Management reported no remaining Arvinas position as of Q1 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 261,756 Arvinas shares in Q1 2026, an estimated $3.1M.
  • Balyasny Asset Management first reported a position in Arvinas in Q1 2022 and held it in 6 quarters.
  • Balyasny Asset Management's Arvinas position peaked at $10.3M in Q3 2025.
  • 206 funds tracked by Wall St. Rank held Arvinas as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.