ARVINAS INC ARVN
COM · Common Stock · CUSIP 04335A105 · ISIN US04335A1051
Company in New Haven, United States
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersNew Haven, CT
- Founded2013
- Websitearvinas.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($656.6k this quarter). Holder counts are more reliable. Shares outstanding: 73.4m as of 2025-08-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $7.39. Options: 15 managers hold calls ($26.4m notional), 11 hold puts ($6.7m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 176 |
| Q4 2022 | 164 |
| Q1 2023 | 173 |
| Q2 2023 | 158 |
| Q3 2023 | 157 |
| Q4 2023 | 213 |
| Q1 2024 | 224 |
| Q2 2024 | 208 |
| Q3 2024 | 207 |
| Q4 2024 | 200 |
| Q1 2025 | 217 |
| Q2 2025 | 216 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 79 | 70 |
| Q4 2023 | 144 | 66 |
| Q1 2024 | 121 | 91 |
| Q2 2024 | 114 | 95 |
| Q3 2024 | 96 | 92 |
| Q4 2024 | 100 | 87 |
| Q1 2025 | 121 | 96 |
| Q2 2025 | 126 | 104 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $5.8m | $7.2m | 1.24 |
| Q4 2024 | $30.8m | $7.4m | 0.24 |
| Q1 2025 | $23.4m | $10.5m | 0.45 |
| Q2 2025 | $26.4m | $6.7m | 0.25 |
Biggest buyers
| Logos Global Management LP | New | +3.3m |
| D. E. Shaw & Co., Inc. | New | +2.2m |
| Caption Management, LLC | Added | +1.3m |
| ACADIAN ASSET MANAGEMENT LLC | Added | +1.3m |
| RENAISSANCE TECHNOLOGIES LLC | Added | +1.1m |
| VANGUARD GROUP INC | Added | +1.0m |
| MORGAN STANLEY | Added | +735.8k |
| BlackRock, Inc. | Added | +719.9k |
| Ikarian Capital, LLC | Added | +620.1k |
| MILLENNIUM MANAGEMENT LLC | Added | +587.7k |
Biggest sellers
| RTW INVESTMENTS, LP | Sold out | -3.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -2.5m |
| Alyeska Investment Group, L.P. | Sold out | -1.8m |
| NORGES BANK | Reduced | -902.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -720.3k |
| Woodline Partners LP | Sold out | -695.9k |
| Finepoint Capital LP | Sold out | -694.0k |
| T. Rowe Price Investment Management, Inc. | Sold out | -548.1k |
| FMR LLC | Reduced | -487.7k |
| Aquilo Capital Management, LLC | Sold out | -360.8k |
Biggest calls
| Logos Global Management LP | New | $11.0m1.5m shares |
| GROUP ONE TRADING LLC | Added | $2.5m338.8k shares |
| Centiva Capital, LP | Reduced | $2.2m298.5k shares |
| MILLENNIUM MANAGEMENT LLC | New | $1.8m239.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.7m236.1k shares |
| Caption Management, LLC | Reduced | $1.7m236.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.7m227.1k shares |
| CITADEL ADVISORS LLC | Added | $1.2m163.2k shares |
| WOLVERINE TRADING, LLC | Added | $802.3k106.4k shares |
| Walleye Capital LLC | Added | $675.6k91.8k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $1.9m256.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.4m186.7k shares |
| GROUP ONE TRADING LLC | Reduced | $1.1m148.4k shares |
| Caption Management, LLC | Reduced | $736.0k100.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $698.5k94.9k shares |
| IMC-Chicago, LLC | Added | $287.0k39.0k shares |
| WOLVERINE TRADING, LLC | Added | $241.3k32.0k shares |
| JANE STREET GROUP, LLC | Reduced | $203.9k27.7k shares |
| Walleye Capital LLC | Added | $117.8k16.0k shares |
| Walleye Trading LLC | Unchanged | $44.9k6.1k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 7.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 6.1% |
Fell to 5% or below in the last year: D. E. SHAW & CO, L.P. (5.4%, 2026-08-14), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), CITADEL ADVISORS LLC (0.4%, 2025-11-14)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 1 | $32.3k | $32.3k |
| Q4 2023 | 0 | — | 1 | $3.9k | — |
| Q1 2024 | 0 | — | 4 | $484.5k | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 1 | $6.4k | — |
| Q1 2025 | 0 | — | 5 | $839.6k | — |
| Q2 2025 | 0 | — | 2 | $62.7k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-24 | Saik Andrew Chief Financial Officer | Sold | $43.4k5.7k shares |
| 2025-06-17 | Cacace Angela M Chief Scientific Officer | Sold | $19.3k2.6k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 9.4m $69.1m | Added +1.0m |
| BlackRock, Inc. 0.00% of their portfolio | 6.9m $50.7m | Added +719.9k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 3.7m $27.0m | Reduced -201.5k |
| Pfizer Inc 4.42% of their portfolio | 3.5m $25.4m | Unchanged |
| Logos Global Management LP 3.24% of their portfolio | 3.3m $24.3m | New |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 2.2m $15.8m | New |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 1.9m $14.0m | Added +587.7k |
| STATE STREET CORP 0.00% of their portfolio | 1.7m $12.7m | Reduced -163.9k |
| Opaleye Management Inc. 2.50% of their portfolio | 1.7m $12.4m | Reduced -295.0k |
| New Leaf Venture Partners, L.L.C. 22.04% of their portfolio | 1.6m $11.7m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.6m $11.7m | Added +48.3k |
| MORGAN STANLEY 0.00% of their portfolio | 1.6m $11.7m | Added +735.8k |
| ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio | 1.4m $10.5m | Added +1.3m |
| Nextech Invest Ltd. 1.96% of their portfolio | 1.4m $10.4m | Unchanged |
| TANG CAPITAL MANAGEMENT LLC 0.52% of their portfolio | 1.4m $10.3m | Unchanged |
| Caption Management, LLC 0.91% of their portfolio | 1.3m $9.9m | Added +1.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.3m $9.8m | Reduced -2.5m |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 1.2m $8.9m | Added +1.1m |
| UBS Group AG 0.00% of their portfolio | 1.0m $7.5m | Added +546.3k |
| Monaco Asset Management SAM 2.51% of their portfolio | 900.9k $6.6m | Added +585.5k |
| ALGERT GLOBAL LLC 0.14% of their portfolio | 892.9k $6.6m | Added +429.1k |
| Schonfeld Strategic Advisors LLC 0.05% of their portfolio | 885.8k $6.5m | Added +430.7k |
| Ikarian Capital, LLC 2.07% of their portfolio | 850.0k $6.3m | Added +620.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 825.7k $6.1m | Added +407.8k |
| Rangeley Capital, LLC 6.42% of their portfolio | 694.8k $5.1m | Added +151.8k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 686.9k $5.1m | Reduced -293.8k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 668.1k $4.9m | Reduced -76.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 614.5k $4.5m | Added +510.9k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 583.5k $4.3m | Added +357.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 560.6k $4.1m | Reduced -15.5k |
| ARMISTICE CAPITAL, LLC 0.16% of their portfolio | 560.0k $4.1m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 529.4k $3.9m | Added +40.2k |
| Madison Avenue Partners, LP 0.25% of their portfolio | 500.0k $3.7m | New |
| Velan Capital Investment Management LP 3.68% of their portfolio | 500.0k $3.7m | New |
| WASATCH ADVISORS LP 0.02% of their portfolio | 452.4k $3.3m | New |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 433.5k $3.4m | Added +199.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 424.8k $3.1m | Reduced -194.6k |
| 22NW, LP 1.92% of their portfolio | 413.5k $3.0m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 406.4k $3.0m | Added +17.8k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 382.4k $2.8m | Added +7.3k |
| CAXTON ASSOCIATES LLP 0.06% of their portfolio | 298.1k $2.2m | New |
| BOOTHBAY FUND MANAGEMENT, LLC 0.06% of their portfolio | 283.4k $2.1m | Added +208.2k |
| Centiva Capital, LP 0.13% of their portfolio | 275.7k $2.0m | Reduced -187.8k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 260.8k $1.9m | Added +196.5k |
| Avidity Partners Management LP 0.36% of their portfolio | 243.2k $1.8m | Reduced -170.0k |
| Graham Capital Management, L.P. 0.05% of their portfolio | 234.6k $1.7m | Reduced -66.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 222.4k $1.6m | Reduced -6.2k |
| BARCLAYS PLC 0.00% of their portfolio | 220.8k $1.6m | Added +81.0k |
| GROUP ONE TRADING LLC 0.05% of their portfolio | 215.1k $1.6m | Added +95.4k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 212.1k $1.6m | Reduced -141.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 199.9k $1.5m | Added +28.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 182.6k $1.3m | Reduced -720.3k |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 180.0k $1.3m | Unchanged |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 176.2k $1.3m | Added +133.4k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 166.7k $1.2m | Added +146.2k |
| Invesco Ltd. 0.00% of their portfolio | 162.9k $1.2m | Added +81.2k |
| MONIMUS CAPITAL MANAGEMENT, LP 0.91% of their portfolio | 154.1k $1.1m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 153.1k $1.1m | Added +75.2k |
| Y-Intercept (Hong Kong) Ltd 0.03% of their portfolio | 145.7k $1.1m | New |
| HRT FINANCIAL LP 0.01% of their portfolio | 142.9k $1.1m | Added +120.2k |
| Nuveen, LLC 0.00% of their portfolio | 142.8k $1.1m | Reduced -23.8k |
| EDMOND DE ROTHSCHILD HOLDING S.A. 0.02% of their portfolio | 130.0k $956.8k | Unchanged |
| ADAR1 Capital Management, LLC 0.15% of their portfolio | 128.8k $947.7k | Reduced -184.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 126.3k $930.0k | Added +126.2k |
| SIMPLEX TRADING, LLC 0.02% of their portfolio | 108.8k $800.0k | Added +23.7k |
| NORGES BANK 0.00% of their portfolio | 105.4k $775.8k | Reduced -902.5k |
| Trexquant Investment LP 0.01% of their portfolio | 104.3k $767.8k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 102.1k $751.3k | Added +10.9k |
| GILDER GAGNON HOWE & CO LLC 0.01% of their portfolio | 99.3k $730.6k | Reduced -91.3k |
| DIADEMA PARTNERS LP 0.44% of their portfolio | 96.5k $709.9k | New |
| Swiss National Bank 0.00% of their portfolio | 94.0k $691.8k | Unchanged |
| SEI INVESTMENTS CO 0.00% of their portfolio | 93.4k $687.7k | New |
| LPL Financial LLC 0.00% of their portfolio | 92.9k $683.7k | Added +37.0k |
| ZACKS INVESTMENT MANAGEMENT 0.01% of their portfolio | 90.9k $668.7k | Reduced -932 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 89.9k $667.6k | Added +48.4k |
| CITIGROUP INC 0.00% of their portfolio | 88.1k $648.2k | Reduced -63.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 87.0k $640.1k | Reduced -26.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 86.2k $634.5k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 80.9k $595.3k | Added +29.9k |
| Nebula Research & Development LLC 0.05% of their portfolio | 76.7k $564.9k | Added +2.9k |
| PDT Partners, LLC 0.03% of their portfolio | 74.2k $545.8k | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 73.7k $542.6k | Unchanged |
| NEOS Investment Management LLC 0.01% of their portfolio | 72.1k $530.8k | Added +33.8k |
| Tema ETFs LLC 0.14% of their portfolio | 72.1k $530.8k | Added +33.8k |
| Quinn Opportunity Partners LLC 0.05% of their portfolio | 71.3k $524.5k | New |
| XTX Topco Ltd 0.02% of their portfolio | 67.4k $496.0k | Reduced -10.9k |
| Palumbo Wealth Management LLC 0.15% of their portfolio | 66.9k $492.1k | New |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 65.6k $503.1k | Added +45.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 64.0k $471.3k | Reduced -17.5k |
| Hennion & Walsh Asset Management, Inc. 0.02% of their portfolio | 61.0k $448.7k | Reduced -911 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.27% of their portfolio | 57.5k $423.2k | Unchanged |
| Engineers Gate Manager LP 0.01% of their portfolio | 57.2k $420.7k | Reduced -39.5k |
| Clear Harbor Asset Management, LLC 0.03% of their portfolio | 56.1k $412.7k | New |
| Campbell & CO Investment Adviser LLC 0.03% of their portfolio | 54.8k $403.6k | New |
| Polymer Capital Management (US) LLC 0.07% of their portfolio | 54.6k $402.0k | Added +37.8k |
| Man Group plc 0.00% of their portfolio | 53.7k $395.6k | Reduced -14.3k |
| SG Americas Securities, LLC 0.00% of their portfolio | 53.0k $390.0k | New |
| Legal & General Group Plc 0.00% of their portfolio | 51.8k $381.3k | Reduced -1.6k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 50.4k $370.7k | Reduced -32.5k |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.01% of their portfolio | 50.0k $368.0k | Not comparable |