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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
11
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RI
RTW Investments
New York
+$16.3M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$7.36M
3
ACP
Acuta Capital Partners
California
+$5.57M
4
MWNA
Marshall Wace North America
New York
+$2.19M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
RCM
RA Capital Management
Massachusetts
-$17.7M
2
VC
Vivo Capital
California
-$2.69M
3
BlackRock
BlackRock
New York
-$1.47M
4
SFM
Sphera Funds Management
Israel
-$1.29M
5
Millennium Management
Millennium Management
New York
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
O
1
OrbiMed
New York
$39.5M – – –
NLVP
2
New Leaf Venture Partners
New York
$33.7M – – –
RCM
3
RA Capital Management
Massachusetts
$31.6M -$17.7M -1,000,000 -32%
DM
4
Deerfield Management
New York
$13.6M – – –
RI
5
RTW Investments
New York
$13.5M +$16.3M +916,514 New
HA
6
HHLR Advisors
Cayman Islands
$9.22M – – –
Fidelity Investments
7
Fidelity Investments
Massachusetts
$9.02M – – –
BlackRock
8
BlackRock
New York
$6.83M -$1.47M -82,742 -15%
Point72 Asset Management
9
Point72 Asset Management
Connecticut
$6.13M +$7.36M +415,000 New
Vanguard Group
10
Vanguard Group
Pennsylvania
$6.05M +$1.1M +61,993 +18%
ACP
11
Acuta Capital Partners
California
$4.63M +$5.57M +314,000 New
HIM
12
Hillhouse Investment Management
Cayman Islands
$3.4M – – –
SFM
13
Sphera Funds Management
Israel
$2.92M -$1.29M -73,000 -27%
YU
14
Yale University
Connecticut
$2.73M – – –
GTC
15
Ghost Tree Capital
New York
$2.58M – – –
RG
16
Redmile Group
California
$2.23M +$260K +14,655 +11%
RSCM
17
Rock Springs Capital Management
Maryland
$2.21M – – –
State Street
18
State Street
Massachusetts
$1.86M +$991K +55,887 +80%
MWNA
19
Marshall Wace North America
New York
$1.83M +$2.19M +123,732 New
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.72M +$903K +50,897 +77%
Northern Trust
21
Northern Trust
Illinois
$1.38M +$307K +17,291 +23%
Citadel Advisors
22
Citadel Advisors
Florida
$748K +$899K +50,705 New
ACH
23
ArrowMark Colorado Holdings
Colorado
$738K – – –
EC
24
EcoR1 Capital
California
$738K – – –
Charles Schwab
25
Charles Schwab
California
$645K +$15.8K +893 +2%
1
2 3

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.