ARVN
Arvinas, Inc. · Healthcare · Biotechnology
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow +5.2% ·
net new positions -10.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 78.53K | $605,140 | n/a | n/a |
| Q2 2026 | 82 | -2 | 34.83M | $289.66M | +6 | −8 |
| Q1 2026 | 87 | +4 | 31.95M | $338.79M | +7 | −3 |
| Q4 2025 | 83 | +1 | 38.40M | $455.50M | +2 | −1 |
| Q3 2025 | 15 | 0 | 28.59M | $243.63M | n/a | −1 |
| Q2 2025 | 13 | -1 | 30.77M | $226.45M | +1 | −2 |
| Q1 2025 | 11 | +1 | 13.86M | $97.33M | +1 | n/a |
| Q4 2024 | 10 | -1 | 12.65M | $242.44M | n/a | −1 |
| Q3 2024 | 10 | 0 | 10.38M | $255.76M | n/a | n/a |
| Q2 2024 | 10 | n/a | 10.17M | $270.82M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 4.10M | +6.5% | $78.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Citadel Advisors ✦ | 3.07M | +13.5% | $58.90M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | State Street Global Advisors ✦ (passive) | 1.64M | n/a | $31.38M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 1.51M | -0.6% | $28.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Norges Bank ✦ (passive) | 1.24M | -6.0% | $23.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 397.50K | +2.9% | $7.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Millennium Management ✦ | 314.84K | +50.9% | $6.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Marshall Wace ✦ | 268.03K | +57.3% | $5.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Renaissance Technologies ✦ | 68.90K | -52.3% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wellington Management ✦ | 29.74K | -9.3% | $570,039 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| D. E. Shaw & Co. | $914,364 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 205 holders, 53.97M shares, $548.70M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.