Arvinas
ARVN
206 hedge funds and large institutions have $1.78B invested in Arvinas in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 27 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 65
1.71% more ownership
Funds ownership: 103.76% → 105.46% (+1.7%)
0% less funds holding
Funds holding: 207 → 206 (-1)
4% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 27
6% less capital invested
Capital invested by funds: $1.89B → $1.78B (-$106M)
19% less call options, than puts
Call options by funds: $5.79M | Put options by funds: $7.15M
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Braidwell
Stamford,
Connecticut
|
+$20M |
| 2 |
OM
Opaleye Management
Boston,
Massachusetts
|
+$18.3M |
| 3 |
BBA
Baker Bros. Advisors
New York
|
+$10.6M |
| 4 |
LGM
Logos Global Management
San Francisco,
California
|
+$10.4M |
| 5 |
JP Morgan Chase
New York
|
+$9.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APM
Avidity Partners Management
Dallas,
Texas
|
-$38.9M |
| 2 |
CC
Commodore Capital
New York
|
-$17.9M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
-$8.42M |
| 4 |
Morgan Stanley
New York
|
-$6.72M |
| 5 |
D.E. Shaw & Co
New York
|
-$4.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LSA
226
Leonteq Securities AG
Zurich,
Switzerland
| – | -$6.31K | -237 | Closed |
|
|
VNA
227
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$2K | -105 | Closed |
|
|
IC
228
Innealta Capital
Austin,
Texas
| – | -$1.46K | -55 | Closed |
|
229
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.33K | -50 | Closed |
|
|
AFWM
230
Abich Financial Wealth Management
Ashburn,
Virginia
| – | -$1.15K | -43 | Closed |
|
|
CA
231
Clearstead Advisors
Cleveland,
Ohio
| – | -$347 | -13 | Closed |
|
|
C
232
Covestor
London,
United Kingdom
| – | -$26 | -1 | -25% |
|
ARVN Hedge Fund Activity: Q3 2024 in Review
206 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Arvinas (ARVN) for Q3 2024, worth a combined $1.78B — down 5.6% from $1.89B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of ARVN and 26 opened new positions — a net loss of 1 holder — while 65 trimmed existing stakes and 73 added.
The largest buyer was Braidwell, adding an estimated $20M. The largest seller was Avidity Partners Management, cutting an estimated $38.9M.
- 206 institutional investors held Arvinas (ARVN) as of Q3 2024, down from 207 in Q2 2024.
- Funds reported $1.78B of Arvinas stock for Q3 2024, down 5.6% quarter-over-quarter.
- 26 funds opened new Arvinas positions in Q3 2024 and 27 closed out, a net change of -1 holder.
- The largest Arvinas buyer in Q3 2024 was Braidwell, an estimated $20M added.
- The largest Arvinas seller in Q3 2024 was Avidity Partners Management, an estimated $38.9M sold.
Based on aggregated 13F filings for Q3 2024.