Deerfield Management’s Arvinas ARVN Stock Holding History

Deerfield 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	-68,057	Closed	-$807K	–	90
2025 Q4	$807K	Buy	+68,057	New	+$743K	0.01%	124
2024 Q1	–	Sell	-6,419	Closed	-$264K	–	376
2023 Q4	$264K	Buy	+6,419	New	+$150K	﹤0.01%	137
2021 Q1	–	Sell	-75,000	Closed	-$6.37M	–	135
2020 Q4	$6.37M	Sell	75,000 -539,156	-88%	-$18.6M	0.13%	115
2020 Q3	$14.5M	Sell	614,156 -394,500	-39%	-$11.4M	0.35%	72
2020 Q2	$33.8M	Sell	1,008,656 -204,266	-17%	-$8.67M	0.99%	33
2020 Q1	$48.9M	Buy	1,212,922 +124,688	+11%	+$5.83M	1.55%	18
2019 Q4	$44.7M	Buy	1,088,234 +167,000	+18%	+$4.89M	1.43%	25
2019 Q3	$19.9M	Hold	921,234	–	–	0.81%	42
2019 Q2	$20.3M	Hold	921,234	–	–	0.73%	47
2019 Q1	$13.6M	Hold	921,234	–	–	0.52%	54
2018 Q4	$11.8M	Sell	921,234 -312,500	-25%	-$4.96M	0.47%	56
2018 Q3	$20.8M	Buy	+1,233,734	New	+$20.3M	0.75%	45

Other funds holding ARVN

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 New York $166B AUM 43.98% 1-Year Est. Return

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

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deerfield Management's ARVN Position: Q1 2026 in Review

Deerfield Management sold out of Arvinas (ARVN) in Q1 2026, closing a stake of 68,057 shares — an estimated $807K sold.

Deerfield Management first reported a position in ARVN in Q3 2018 and held it in 12 quarters. The position peaked at $48.9M in Q1 2020. 206 funds tracked by Wall St. Rank hold ARVN as of Q1 2026.

Deerfield Management reported no remaining Arvinas position as of Q1 2026 after selling out during the quarter.
Deerfield Management sold 68,057 Arvinas shares in Q1 2026, an estimated $807K.
Deerfield Management first reported a position in Arvinas in Q3 2018 and held it in 12 quarters.
Deerfield Management's Arvinas position peaked at $48.9M in Q1 2020.
206 funds tracked by Wall St. Rank held Arvinas as of Q1 2026.

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