Arvinas
ARVN
223 hedge funds and large institutions have $2.86B invested in Arvinas in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 84 increasing their positions, 67 reducing their positions, and 25 closing their positions.
64% more call options, than puts
Call options by funds: $10.3M | Put options by funds: $6.32M
52% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 25
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
25% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 67
7% more capital invested
Capital invested by funds: $2.67B → $2.86B (+$183M)
5% more funds holding
Funds holding: 212 → 223 (+11)
16.94% less ownership
Funds ownership: 118.03% → 101.09% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PBA
Paradigm Biocapital Advisors
New York
|
+$73.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$63.3M |
| 3 |
PA
Perceptive Advisors
New York
|
+$38.6M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$23.4M |
| 5 |
CC
Commodore Capital
New York
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RI
RTW Investments
New York
|
-$40M |
| 2 |
Holocene Advisors
New York
|
-$30.6M |
| 3 |
JP Morgan Chase
New York
|
-$20.7M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$15.9M |
| 5 |
NI
Nextech Invest
Zurich,
Switzerland
|
-$12.6M |
ARVN Hedge Fund Activity: Q1 2024 in Review
223 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Arvinas (ARVN) for Q1 2024, worth a combined $2.86B — up 6.9% from $2.67B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new ARVN positions and 25 closed out — a net gain of 13 holders — while 84 added to existing stakes and 67 trimmed.
The largest buyer was Paradigm Biocapital Advisors, adding an estimated $73.6M. The largest seller was RTW Investments, cutting an estimated $40M.
- 223 institutional investors held Arvinas (ARVN) as of Q1 2024, up from 212 in Q4 2023.
- Funds reported $2.86B of Arvinas stock for Q1 2024, up 6.9% quarter-over-quarter.
- 38 funds opened new Arvinas positions in Q1 2024 and 25 closed out, a net change of +13 holders.
- The largest Arvinas buyer in Q1 2024 was Paradigm Biocapital Advisors, an estimated $73.6M added.
- The largest Arvinas seller in Q1 2024 was RTW Investments, an estimated $40M sold.
Based on aggregated 13F filings for Q1 2024.