Arvinas
ARVN
179 hedge funds and large institutions have $3.16B invested in Arvinas in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 72 reducing their positions, and 40 closing their positions.
295% more call options, than puts
Call options by funds: $11.4M | Put options by funds: $2.88M
3.38% more ownership
Funds ownership: 85.03% → 88.41% (+3.4%)
10% less funds holding
Funds holding: 199 → 179 (-20)
14% less capital invested
Capital invested by funds: $3.69B → $3.16B (-$534M)
15% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 72
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
45% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EcoR1 Capital
San Francisco,
California
|
+$93.6M |
| 2 |
APM
Avidity Partners Management
Dallas,
Texas
|
+$26.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$16M |
| 4 |
PBA
Paradigm Biocapital Advisors
New York
|
+$15.2M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Advisers
New York
|
-$17.8M |
| 2 |
FM
Frazier Management
Seattle,
Washington
|
-$13.5M |
| 3 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$12M |
| 4 |
MAP
Moody Aldrich Partners
Marblehead,
Massachusetts
|
-$7.69M |
| 5 |
PCM
Pathway Capital Management
Irvine,
California
|
-$6.27M |
ARVN Hedge Fund Activity: Q1 2022 in Review
179 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Arvinas (ARVN) for Q1 2022, worth a combined $3.16B — down 14% from $3.69B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of ARVN and 22 opened new positions — a net loss of 18 holders — while 72 trimmed existing stakes and 61 added.
The largest buyer was EcoR1 Capital, adding an estimated $93.6M. The largest seller was Two Sigma Advisers, exiting entirely with an estimated $17.8M sold.
- 179 institutional investors held Arvinas (ARVN) as of Q1 2022, down from 199 in Q4 2021.
- Funds reported $3.16B of Arvinas stock for Q1 2022, down 14% quarter-over-quarter.
- 22 funds opened new Arvinas positions in Q1 2022 and 40 closed out, a net change of -18 holders.
- The largest Arvinas buyer in Q1 2022 was EcoR1 Capital, an estimated $93.6M added.
- The largest Arvinas seller in Q1 2022 was Two Sigma Advisers, an estimated $17.8M sold.
Based on aggregated 13F filings for Q1 2022.