ARVN
Arvinas, Inc. · Healthcare · Biotechnology
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -14.6% · nuevas posiciones netas -6.7% · fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 8.56M | -8.9% | $72.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (pasivo) | 6.80M | -1.3% | $57.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×16 |
| 3 | D. E. Shaw & Co. ✦ | 3.35M | +55.6% | $28.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Millennium Management ✦ | 2.13M | +12.3% | $18.16M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (pasivo) | 1.87M | +8.1% | $15.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 1.67M | +5.4% | $14.23M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 1.66M | n/a | $14.16M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 8 | Goldman Sachs Group ✦ | 736.56K | n/a | $6.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Renaissance Technologies ✦ | 669.65K | -44.9% | $5.71M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 429.56K | n/a | $3.66M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 11 | Marshall Wace ✦ | 237.90K | +42.7% | $2.03M | 0.0% | ▲ Add | 6 | SEC ↗ ×3 |
| 12 | AQR Capital Management ✦ | 223.82K | -63.6% | $1.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 13 | Citadel Advisors ✦ | 151.47K | -95.9% | $1.29M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 14 | T. Rowe Price ✦ | 87.32K | -93.5% | $744,000 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 9.99K | +13.2% | $85,155 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Norges Bank | $775,751 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 205 tenedores, 53.97M acciones, $548.70M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.