ARVN ranks #3010 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
ARVN is a disclosed holding of David Shaw (D. E. Shaw & Co.), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.
ARVN is a top-conviction position for Pfizer Inc — at 16.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in ARVN belongs to BlackRock, Inc., but the position matters far more to Pfizer Inc, who has 16.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Two Sigma Investments, LP has added to its ARVN position for two straight quarters, increasing it by $9.6M to reach $21.4M today.
Steve Cohen has trimmed its ARVN position for two straight quarters, cutting it by $26.3M while still holding $1.2M.
ARVN is up 3.3% today, and institutions have been net buyers of $56.2M this quarter — today's price move and the underlying institutional flow are pointing the same direction.