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ARVN in the 13F filings

Arvinas Inc · CUSIP 04335A105

Sector · Pharmaceuticals and biotechnologyTheme · Healthcare: biopharma and medtech· L3VLUP-definedTheme · Pharmaceutical preparations
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
19 Feb 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
27
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 2 listed it in both
Shares listed
13,314,657
combined, among listed positions
Reported value
$158m
combined, at the quarter end

Among the 92 comparable managers: 14 buyers (opened or added shares) and 14 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +988,856.

Managers listing ARVN in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

27 of 27 holders

ActionFiling
D. E. Shaw & Co.3,689,201$44munder 0.1%Added+342,03817 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP2,315,361$27munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Millennium Management LLC1,259,441$15munder 0.1%Trimmed-872,11417 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC1,187,029$14munder 0.1%Trimmed-277,38410 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP992,463$12munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP619,900$7.4munder 0.1%Added+607,00017 Feb 2026 (the filing on sec.gov)
Caxton Associates LLP454,517$5.4m0.11%Trimmed-150,26813 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC413,646$4.9munder 0.1%Added+262,18117 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP332,535$3.9munder 0.1%Added+94,63213 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC318,985$3.8munder 0.1%Added+95,16317 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC309,113$3.7munder 0.1%Trimmed-154,23512 Feb 2026 (the filing on sec.gov)
Invesco Ltd302,100$3.6munder 0.1%Added+64,04419 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC261,756$3.1munder 0.1%Trimmed-945,51117 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP188,908$2.2munder 0.1%Trimmed-52,59017 Feb 2026 (the filing on sec.gov)
Man Group PLC99,886$1.2munder 0.1%Added+48,54517 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC91,999$1.1munder 0.1%Added+12,04813 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC91,019$1.1munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc81,565$968kunder 0.1%Trimmed-5,75117 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP73,720$874kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP56,826$674kunder 0.1%Trimmed-130,74417 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP47,850$568kunder 0.1%Trimmed-87,38317 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp36,976$439kunder 0.1%Added+2,80417 Feb 2026 (the filing on sec.gov)
MFS Investment Management29,963$355kunder 0.1%Newnew22 Jan 2026 (the filing on sec.gov)
Janus Henderson Group Ltd23,365$277kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)18,804$223kunder 0.1%Added+8,80917 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
3 in Q2 2024 to 1 in Q2 2026

Tracked managers listing it, at least.

02468202020212022202320242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ARVN by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20194$21mn.a.n.a.
Q3 20191$10mn.a.n.a.
Q4 20192$21mn.a.n.a.
Q1 20202$27mn.a.n.a.
Q2 20205$43mn.a.n.a.
Q4 20208$615mn.a.n.a.
Q1 20215$162mn.a.n.a.
Q2 20216$639mn.a.n.a.
Q3 20215$693mn.a.n.a.
Q4 20214$644mn.a.n.a.
Q1 20222$542mn.a.n.a.
Q2 20222$20mn.a.n.a.
Q3 20223$107mn.a.n.a.
Q4 20222$1.1mn.a.n.a.
Q1 20232$2.2mn.a.n.a.
Q2 20232$4.4mn.a.n.a.
Q3 20232$4.7mn.a.n.a.
Q4 20236$229m51
Q1 20245$227m50
Q2 20243$22m22
Q3 20242$21m20
Q4 20242$26m20
Q2 20253$19m30
Q3 20252$18m20
Q4 20252$19m1414
Q1 20261$2.8m916
Q2 20261$684k1414

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ARVN and LLY →ARVN and JNJ →ARVN and VRTX →Choose a stock to compare with ARVN →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ARVN, latest filings →Back to the 13F Explorer →