ARVN in the 13F filings

Arvinas Inc · CUSIP 04335A105

Sector · Pharmaceuticals and biotechnology Theme · Healthcare: biopharma and medtech· L3VLUP-defined Theme · Pharmaceutical preparations

Quarter

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023

Quarter end: 31 Mar 2026; the date the book describes
Filed: 18 May 2026; latest of these filings; the earliest 12 May 2026
Managers listing it: 22; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q4 2025 and Q1 2026; 2 listed it in both
Shares listed: 10,712,002; combined, among listed positions
Reported value: $114m; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 9 buyers (opened or added shares) and 16 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -1,982,755.

Managers listing ARVN in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

22 of 22 holders

				Action		Filing
D. E. Shaw & Co.	3,638,567	$39m	under 0.1%	Trimmed	-50,634	15 May 2026 (the filing on sec.gov)
Two Sigma Investments LP	1,832,114	$19m	under 0.1%	Added	+839,651	15 May 2026 (the filing on sec.gov)
Citadel Advisors LLC	1,180,988	$13m	under 0.1%	Added	+767,342	15 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC	949,874	$10m	under 0.1%	Trimmed	-237,155	13 May 2026 (the filing on sec.gov)
Millennium Management LLC	576,352	$6.1m	under 0.1%	Trimmed	-683,089	15 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	427,093	$4.5m	under 0.1%	Added	+345,528	15 May 2026 (the filing on sec.gov)
Invesco Ltd	316,654	$3.4m	under 0.1%	Added	+14,554	12 May 2026 (the filing on sec.gov)
AQR Capital Management LLC	285,118	$3.0m	under 0.1%	Trimmed	-33,867	15 May 2026 (the filing on sec.gov)
Caxton Associates LLP	260,016	$2.8m	0.06%	Trimmed	-194,501	14 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP	251,012	$2.7m	under 0.1%	Added	+62,104	14 May 2026 (the filing on sec.gov)
Point72 Asset Management LP	229,807	$2.4m	under 0.1%	Trimmed	-2,085,554	15 May 2026 (the filing on sec.gov)
Jane Street Group LLC	199,908	$2.1m	under 0.1%	Trimmed	-109,205	12 May 2026 (the filing on sec.gov)
Man Group PLC	90,969	$964k	under 0.1%	Trimmed	-8,917	15 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	88,232	$935k	under 0.1%	Added	+69,428	15 May 2026 (the filing on sec.gov)
AllianceBernstein LP	73,720	$874k	under 0.1%	Held	0	15 May 2026 (the filing on sec.gov)
MFS Investment Management	81,322	$862k	under 0.1%	Added	+51,359	14 May 2026 (the filing on sec.gov)
Marshall Wace LLP	75,163	$797k	under 0.1%	Trimmed	-257,372	15 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP	69,453	$736k	under 0.1%	Added	+12,627	15 May 2026 (the filing on sec.gov)
Tudor Investment Corp	34,298	$364k	under 0.1%	Trimmed	-2,678	15 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC	23,460	$249k	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	23,365	$247k	under 0.1%	Held	0	18 May 2026 (the filing on sec.gov)
Freestone Grove Partners LP	4,517	$48k	under 0.1%	Trimmed	-11,595	15 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Two Sigma Investments LPexisting position · 1,832,114 shares now+839,651
Citadel Advisors LLCexisting position · 1,180,988 shares now+767,342
T. Rowe Price Associates Incexisting position · 427,093 shares now+345,528
Fidelity (FMR LLC)existing position · 88,232 shares now+69,428
ExodusPoint Capital Management LPexisting position · 251,012 shares now+62,104

Reductions

Point72 Asset Management LPexisting position · 229,807 shares now-2,085,554
Millennium Management LLCexisting position · 576,352 shares now-683,089
Marshall Wace LLPexisting position · 75,163 shares now-257,372
Acadian Asset Management LLCexisting position · 949,874 shares now-237,155
Caxton Associates LLPexisting position · 260,016 shares now-194,501

New positions and exits

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

New (1)

Squarepoint Ops LLC$249k

Exited (5)

Balyasny Asset Management LLCwas $3.1m
Verition Fund Management LLCwas $1.1m
Voloridge Investment Management LLCwas $1.1m
Brevan Howard Capital Management LPwas $568k
Walleye Capital LLCwas $19k

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.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

ARVN by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q2 2019	4	$21m	n.a.	n.a.
Q3 2019	1	$10m	n.a.	n.a.
Q4 2019	2	$21m	n.a.	n.a.
Q1 2020	2	$27m	n.a.	n.a.
Q2 2020	5	$43m	n.a.	n.a.
Q4 2020	8	$615m	n.a.	n.a.
Q1 2021	5	$162m	n.a.	n.a.
Q2 2021	6	$639m	n.a.	n.a.
Q3 2021	5	$693m	n.a.	n.a.
Q4 2021	4	$644m	n.a.	n.a.
Q1 2022	2	$542m	n.a.	n.a.
Q2 2022	2	$20m	n.a.	n.a.
Q3 2022	3	$107m	n.a.	n.a.
Q4 2022	2	$1.1m	n.a.	n.a.
Q1 2023	2	$2.2m	n.a.	n.a.
Q2 2023	2	$4.4m	n.a.	n.a.
Q3 2023	2	$4.7m	n.a.	n.a.
Q4 2023	6	$229m	5	1
Q1 2024	5	$227m	5	0
Q2 2024	3	$22m	2	2
Q3 2024	2	$21m	2	0
Q4 2024	2	$26m	2	0
Q2 2025	3	$19m	3	0
Q3 2025	2	$18m	2	0
Q4 2025	2	$19m	14	14
Q1 2026	1	$2.8m	9	16
Q2 2026	1	$684k	14	14

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 →

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