Arvinas
ARVN
171 hedge funds and large institutions have $2.08B invested in Arvinas in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 55 reducing their positions, and 31 closing their positions.
2,753% more call options, than puts
Call options by funds: $16.8M | Put options by funds: $589K
13% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 55
4.26% more ownership
Funds ownership: 88.41% → 92.67% (+4.3%)
4% less funds holding
Funds holding: 179 → 171 (-8)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
16% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 31
34% less capital invested
Capital invested by funds: $3.16B → $2.08B (-$1.08B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EcoR1 Capital
San Francisco,
California
|
+$81.3M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$33M |
| 3 |
APM
Avidity Partners Management
Dallas,
Texas
|
+$22.1M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$16M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$32.1M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$22.4M |
| 3 |
Jennison Associates
New York
|
-$16.1M |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$15.4M |
| 5 |
Barclays
London,
United Kingdom
|
-$10.1M |
ARVN Hedge Fund Activity: Q2 2022 in Review
171 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Arvinas (ARVN) for Q2 2022, worth a combined $2.08B — down 34% from $3.16B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of ARVN and 26 opened new positions — a net loss of 5 holders — while 55 trimmed existing stakes and 62 added.
The largest buyer was EcoR1 Capital, adding an estimated $81.3M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $32.1M.
- 171 institutional investors held Arvinas (ARVN) as of Q2 2022, down from 179 in Q1 2022.
- Funds reported $2.08B of Arvinas stock for Q2 2022, down 34% quarter-over-quarter.
- 26 funds opened new Arvinas positions in Q2 2022 and 31 closed out, a net change of -5 holders.
- The largest Arvinas buyer in Q2 2022 was EcoR1 Capital, an estimated $81.3M added.
- The largest Arvinas seller in Q2 2022 was Gilder Gagnon Howe & Co, an estimated $32.1M sold.
Based on aggregated 13F filings for Q2 2022.