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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

ARVN

ARVN Hedge Fund & Institutional Holdings

Arvinas INC

-$95.6M

Net Activity

Institutions Holding

206

Popularity Rank

#2811

Avg Weight

0.18%

Total Value

$574.0M

Ownership Trend

206 institutions currently hold ARVN, with 89 net buyers and 104 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

104

Net Buying Institutions

89

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$72.1M
VP
Vanguard Portfolio Management LLC
$41.2M
DE
D. E. Shaw & Co., Inc.
$38.6M
PI
Pfizer Inc
$34.9M
VC
Vanguard Capital Management LLC
$28.5M

Top 5 by Conviction

PI
Pfizer Inc
14.63%
BM
Brummer Multi-Strategy AB
12.58%
SC
Superstring Capital Management LP
2.37%
RC
Rangeley Capital, LLC
2.31%
TC
TCG Crossover Management, LLC
0.72%
View all 206 holding institutions

Across its top 20 institutional holders, ARVN's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 39/100).

Quarterly Activity

Recent Activity

+$164.2M

Total Buy Value

$420.1M

Total Sell Value

New buy27
Trim72
Add62
Sold out32

89

Net Buyers

104

Net Sellers

Smart Money Convergence

ARVN does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

3

Filings (90d)

$269K

Total Est. Value

32K shares

Planned Shares

Last Filed 2026-07-09
FilerTitle/RelationshipFiling DatePlanned SharesEst. Value
NOAH C BERKOWITZFormer Affiliate2026-07-0924K shares$202K
Saik AndrewOfficer2026-06-236K shares$48K
Cacace Angela MOfficer2026-06-173K shares$20K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

04335A105

FAQ

Who are the top institutional investors holding ARVINAS INC (ARVN)?
Major stakeholders currently include BlackRock, Inc. ($72.1M), Vanguard Portfolio Management LLC ($41.2M), D. E. Shaw & Co., Inc. ($38.6M). Based on the latest 13F filings, there are a total of 206 tracked investment funds and institutions maintaining positions in ARVN.
What is the overall institutional sentiment toward ARVN recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $95.6M, driven by 89 managers accumulating shares while 104 reduced their exposure.
Which institutions have been selling or reducing their ARVN positions?
In the latest period, 72 funds trimmed their holdings, and 32 managers completely exited their positions. The aggregate reported sell value was $420.1M.
Are there any notable investors adding ARVN to their portfolios?
Yes, buying activity remains notable. 27 institutions opened new positions in {ticker}, and 62 existing holders added to their shares. The total reported buy value for the quarter amounted to $164.2M.

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