undamentalytics Newsletter

Arvinas, Inc.: which funds bought and sold

Institutions that bought and sold Arvinas shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 109 institutions that filed 13F reports for both quarters added to or opened positions in Arvinas, and 90 cut or closed them. Together they added a net 2.1M shares, +3.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.3M shares (+6.8%); index fund managers were net buyers of 1.7M shares (+9.2%). 31 opened a new position and 37 sold out entirely.

Bought, Q2 2026 109 institutions, 31 of them new holders Sold, Q2 2026 90 institutions, 37 of them sold out
Net change, all compared +2.1M shares (+3.9%)
Net change, active managers +1.3M shares (+6.8%), 28 bought, 18 sold

Buyers versus sellers

institutions compared, 230
Active managers and hedge funds 28 bought · 18 sold · +1.3M
Index fund managers 9 bought · 2 sold · +1.7M
Other institutions 72 bought · 70 sold · −897K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Armistice Capital, LLC Hedge fund +818K +41.4% 2.8M $23.2M
Blackrock, Inc. Index funds +812K +11.9% 7.6M $63.2M
Hillsdale Investment Management Inc. +751K New position 751K $6.2M
Two Sigma Investments, LP Hedge fund +741K +40.5% 2.6M $21.4M
Arbiter Partners Capital Management LLC +589K New position 589K $4.9M
Nextech Invest Ltd. +583K +108.1% 1.1M $17.1M
Qube Research & Technologies Ltd Hedge fund +391K +32.5% 1.6M $13.2M
UBS Group AG +376K +551.6% 445K $3.7M
State Street Corp Index funds +368K +20.1% 2.2M $18.3M
AQR Capital Management LLC Hedge fund +317K +111.1% 602K $5M
Price T Rowe Associates Inc Active manager +301K +70.5% 728K $6.1M
Nantahala Capital Management, LLC Hedge fund +300K +100.0% 600K $5M
FMR LLC Active manager +277K +313.9% 365K $3M
Algert Global LLC Hedge fund +247K +137.6% 426K $3.5M
Vanguard Portfolio Management LLC Index funds +234K +6.0% 4.1M $34.3M
Renaissance Technologies LLC Hedge fund +215K New position 215K $1.8M
Federated Hermes, Inc. Active manager +215K +18.9% 1.4M $11.3M
Squarepoint Ops LLC Hedge fund +178K +760.3% 202K $1.7M
Dimensional Fund Advisors LP +169K +34.8% 655K $5.4M
Man Group PLC Hedge fund +165K +181.5% 256K $2.1M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Tcg Crossover Management, LLC −1.7M −70.4% 707K $5.9M
Vestal Point Capital, LP Hedge fund −905K Sold out 0 —
Citadel Advisors LLC Hedge fund −560K −47.4% 621K $5.2M
Tang Capital Management LLC Hedge fund −539K Sold out 0 —
Superstring Capital Management LP −313K Sold out 0 —
Brummer Multi-Strategy AB −285K Sold out 0 —
Wasatch Advisors LP Active manager −282K Sold out 0 —
Nuveen, LLC −268K −65.8% 139K $1.2M
Nomura Holdings Inc −254K Sold out 0 —
Exoduspoint Capital Management, LP Hedge fund −200K −79.7% 51K $423,253
Jane Street Group, LLC −200K Sold out 0 —
HRT Financial LP −187K −69.3% 83K $688,000
Caxton Associates LLP Hedge fund −178K −68.3% 82K $684,021
Morgan Stanley −172K −25.5% 503K $4.2M
Y-Intercept (Hong Kong) Ltd −157K −90.9% 16K $130,583
J. Goldman & Co LP Hedge fund −157K Sold out 0 —
Trexquant Investment LP Hedge fund −146K Sold out 0 —
D. E. Shaw & Co., Inc. Hedge fund −143K −3.9% 3.5M $29M
Susquehanna Portfolio Strategies, LLC −143K −47.5% 158K $1.3M
Goldman Sachs Group Inc −116K −15.3% 641K $5.3M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Hillsdale Investment Management Inc. 751K $6.2M
Arbiter Partners Capital Management LLC 589K $4.9M
Renaissance Technologies LLCHedge fund 215K $1.8M
Occudo Quantitative Strategies LP 125K $1M
Verition Fund Management LLCHedge fund 84K $702,004
Engineers Gate Manager LPHedge fund 72K $600,988
Entrypoint Capital, LLC 48K $399,894
Schonfeld Strategic Advisors LLCHedge fund 43K $357,703
Drw Securities, LLC 36K $301,727
Jain Global LLCHedge fund 34K $283,437

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Vestal Point Capital, LPHedge fund 905K $9.6M
Tang Capital Management LLCHedge fund 539K $5.7M
Superstring Capital Management LP 313K $3.3M
Brummer Multi-Strategy AB 285K $3M
Wasatch Advisors LPActive manager 282K $3M
Nomura Holdings Inc 254K $2.7M
Jane Street Group, LLC 200K $2.1M
J. Goldman & Co LPHedge fund 157K $1.7M
Trexquant Investment LPHedge fund 146K $1.6M
SG Americas Securities, LLC 86K $914,000

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
198
Ten largest holders
57.3%
of 13F-reported shares
Index fund managers
35.6%
of 13F-reported shares
Active managers and hedge funds
37.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 28 18 9 9 +1.3M +6.8%
Index fund managers 9 2 1 1 +1.7M +9.2%
Other institutions 72 70 21 27 −897K −5.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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