Arvinas
ARVN
57 hedge funds and large institutions have $205M invested in Arvinas in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 9 closing their positions.
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
20% more capital invested
Capital invested by funds: $170M → $205M (+$34.3M)
14% more funds holding
Funds holding: 50 → 57 (+7)
1.9% more ownership
Funds ownership: 41.01% → 42.91% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RI
RTW Investments
New York
|
+$16.3M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$7.36M |
| 3 |
ACP
Acuta Capital Partners
Redwood City,
California
|
+$5.57M |
| 4 |
MWNA
Marshall Wace North America
New York
|
+$2.19M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
RA Capital Management
Boston,
Massachusetts
|
-$17.7M |
| 2 |
VC
Vivo Capital
Palo Alto,
California
|
-$2.69M |
| 3 |
BlackRock
New York
|
-$1.47M |
| 4 |
SFM
Sphera Funds Management
Tel Aviv,
Israel
|
-$1.29M |
| 5 |
Millennium Management
New York
|
-$1.16M |
ARVN Hedge Fund Activity: Q1 2019 in Review
57 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Arvinas (ARVN) for Q1 2019, worth a combined $205M — up 20% from $170M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new ARVN positions and 9 closed out — a net gain of 8 holders — while 11 added to existing stakes and 13 trimmed.
The largest buyer was RTW Investments, opening a new position worth an estimated $16.3M. The largest seller was RA Capital Management, cutting an estimated $17.7M.
- 57 institutional investors held Arvinas (ARVN) as of Q1 2019, up from 50 in Q4 2018.
- Funds reported $205M of Arvinas stock for Q1 2019, up 20% quarter-over-quarter.
- 17 funds opened new Arvinas positions in Q1 2019 and 9 closed out, a net change of +8 holders.
- The largest Arvinas buyer in Q1 2019 was RTW Investments, an estimated $16.3M added.
- The largest Arvinas seller in Q1 2019 was RA Capital Management, an estimated $17.7M sold.
Based on aggregated 13F filings for Q1 2019.