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Arvinas
ARVN

82 hedge funds and large institutions have $348M invested in Arvinas in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

131% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 13

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

22% more funds holding

Funds holding: 67 → 82 (+15)

2% more capital invested

Capital invested by funds: $341M → $348M (+$6.11M)

0.2% less ownership

Funds ownership: 48.03% → 47.82% (-0.2%)

Holders
82
Holders Change
+15
Holders Change %
+22.39%
% of All Funds
1.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
23
Increased
30
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BG
Bellevue Group
Switzerland
+$19.8M
2
Morgan Stanley
Morgan Stanley
New York
+$7.27M
3
CS
Candriam SCA
Luxembourg
+$6.03M
4
HA
HHLR Advisors
Cayman Islands
+$5.65M
5
Northern Trust
Northern Trust
Illinois
+$2.8M

Top Sellers

1
O
OrbiMed
New York
-$14.3M
2
Bank of America
Bank of America
North Carolina
-$5.38M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$5.25M
4
OM
Opaleye Management
Massachusetts
-$4.84M
5
DKCM
Davidson Kempner Capital Management
New York
-$2.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
NLVP
1
New Leaf Venture Partners
New York
$49.2M – – –
O
2
OrbiMed
New York
$45.2M -$14.3M -583,527 -22%
RCM
3
RA Capital Management
Massachusetts
$35.8M -$611K -24,900 -1%
BlackRock
4
BlackRock
New York
$23.1M +$836K +34,067 +3%
DM
5
Deerfield Management
New York
$19.9M – – –
HA
6
HHLR Advisors
Cayman Islands
$18.4M +$5.65M +230,308 +37%
RI
7
RTW Investments
New York
$17.4M +$43K +1,753 +0.2%
BG
8
Bellevue Group
Switzerland
$17.4M +$19.8M +806,403 New
Vanguard Group
9
Vanguard Group
Pennsylvania
$13.3M +$1.74M +70,882 +13%
ACP
10
Acuta Capital Partners
California
$12.2M +$380K +15,500 +3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$12M -$685K -27,900 -5%
Point72 Asset Management
12
Point72 Asset Management
Connecticut
$10.2M -$5.25M -214,026 -31%
State Street
13
State Street
Massachusetts
$7.41M +$868K +35,366 +11%
Morgan Stanley
14
Morgan Stanley
New York
$6.41M +$7.27M +296,171 +21,618%
CS
15
Candriam SCA
Luxembourg
$5.3M +$6.03M +245,791 New
Northern Trust
16
Northern Trust
Illinois
$4.8M +$2.8M +114,268 +105%
SFM
17
Sphera Funds Management
Israel
$4.42M – – –
GTC
18
Ghost Tree Capital
New York
$3.99M -$982K -40,000 -18%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$3.9M +$148K +6,043 +3%
N
20
Nuveen
North Carolina
$3.89M -$962K -39,223 -18%
RSCM
21
Rock Springs Capital Management
Maryland
$3.23M – – –
Barclays
22
Barclays
United Kingdom
$1.91M +$1.86M +75,733 +579%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$1.76M +$1.39M +56,560 +223%
Charles Schwab
24
Charles Schwab
California
$1.67M +$302K +12,314 +19%
SIM
25
Spark Investment Management
New York
$1.43M – – –
1
2 3 4

ARVN Hedge Fund Activity: Q3 2019 in Review

82 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Arvinas (ARVN) for Q3 2019, worth a combined $348M — up 1.8% from $341M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ARVN positions and 7 closed out — a net gain of 16 holders — while 30 added to existing stakes and 13 trimmed.

The largest buyer was Bellevue Group, opening a new position worth an estimated $19.8M. The largest seller was OrbiMed, cutting an estimated $14.3M.

  • 82 institutional investors held Arvinas (ARVN) as of Q3 2019, up from 67 in Q2 2019.
  • Funds reported $348M of Arvinas stock for Q3 2019, up 1.8% quarter-over-quarter.
  • 23 funds opened new Arvinas positions in Q3 2019 and 7 closed out, a net change of +16 holders.
  • The largest Arvinas buyer in Q3 2019 was Bellevue Group, an estimated $19.8M added.
  • The largest Arvinas seller in Q3 2019 was OrbiMed, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2019.