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Arvinas
ARVN

67 hedge funds and large institutions have $341M invested in Arvinas in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 25 increasing their positions, 5 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 5

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

67% more capital invested

Capital invested by funds: $205M → $341M (+$137M)

18% more funds holding

Funds holding: 57 → 67 (+10)

5.11% more ownership

Funds ownership: 42.91% → 48.03% (+5.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
67
Holders Change
+10
Holders Change %
+17.54%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
25
Reduced
5
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$12.1M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$5.75M
3
ACP
Acuta Capital Partners
California
+$4.98M
4
Bank of America
Bank of America
North Carolina
+$4.86M
5
OM
Opaleye Management
Massachusetts
+$4.62M

Top Sellers

1
RCM
RA Capital Management
Massachusetts
-$9.46M
2
YU
Yale University
Connecticut
-$2.73M
3
RI
RTW Investments
New York
-$2.28M
4
RG
Redmile Group
California
-$2.23M
5
MWNA
Marshall Wace North America
New York
-$1.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
O
1
OrbiMed
New York
$58.9M – – –
NLVP
2
New Leaf Venture Partners
New York
$50.2M – – –
RCM
3
RA Capital Management
Massachusetts
$37.1M -$9.46M -450,000 -21%
BlackRock
4
BlackRock
New York
$22.8M +$12.1M +576,137 +125%
DM
5
Deerfield Management
New York
$20.3M – – –
RI
6
RTW Investments
New York
$17.8M -$2.28M -108,644 -12%
Point72 Asset Management
7
Point72 Asset Management
Connecticut
$15.1M +$5.75M +273,623 +66%
HA
8
HHLR Advisors
Cayman Islands
$13.7M – – –
Fidelity Investments
9
Fidelity Investments
Massachusetts
$12.8M -$597K -28,400 -5%
ACP
10
Acuta Capital Partners
California
$12.1M +$4.98M +237,000 +75%
Vanguard Group
11
Vanguard Group
Pennsylvania
$12M +$2.84M +135,177 +33%
State Street
12
State Street
Massachusetts
$6.79M +$3.83M +182,436 +145%
Bank of America
13
Bank of America
North Carolina
$5.12M +$4.86M +231,046 +14,782%
HIM
14
Hillhouse Investment Management
Cayman Islands
$5.06M – – –
GTC
15
Ghost Tree Capital
New York
$4.95M +$1.05M +50,000 +29%
OM
16
Opaleye Management
Massachusetts
$4.84M +$4.62M +220,000 New
N
17
Nuveen
North Carolina
$4.83M +$4.62M +219,848 New
SFM
18
Sphera Funds Management
Israel
$4.51M +$152K +7,228 +4%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$3.85M +$1.23M +58,347 +50%
RSCM
20
Rock Springs Capital Management
Maryland
$3.3M – – –
DKCM
21
Davidson Kempner Capital Management
New York
$2.51M +$2.42M +115,000 New
Northern Trust
22
Northern Trust
Illinois
$2.38M +$307K +14,598 +16%
SSA
23
Schonfeld Strategic Advisors
New York
$1.75M +$1.67M +79,700 New
SIM
24
Spark Investment Management
New York
$1.46M +$645K +30,700 +86%
Charles Schwab
25
Charles Schwab
California
$1.44M +$456K +21,709 +50%
1
2 3 4

ARVN Hedge Fund Activity: Q2 2019 in Review

67 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Arvinas (ARVN) for Q2 2019, worth a combined $341M — up 67% from $205M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ARVN positions and 13 closed out — a net gain of 11 holders — while 25 added to existing stakes and 5 trimmed.

The largest buyer was BlackRock, adding an estimated $12.1M. The largest seller was RA Capital Management, cutting an estimated $9.46M.

  • 67 institutional investors held Arvinas (ARVN) as of Q2 2019, up from 57 in Q1 2019.
  • Funds reported $341M of Arvinas stock for Q2 2019, up 67% quarter-over-quarter.
  • 24 funds opened new Arvinas positions in Q2 2019 and 13 closed out, a net change of +11 holders.
  • The largest Arvinas buyer in Q2 2019 was BlackRock, an estimated $12.1M added.
  • The largest Arvinas seller in Q2 2019 was RA Capital Management, an estimated $9.46M sold.

Based on aggregated 13F filings for Q2 2019.