§ PHARMACEUTICALS
USD · PharmaceuticalsARVN
ARVINAS INC
USDSector · PharmaceuticalsBeta · 1.73
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
120 increased/new, 54 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 1.76 | EPS (TTM) | -3.26 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 6.8M | 0.0% | −7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.9M | n/a | n/a |
| DE Shaw | 3.6M | 0.0% | −1% |
| Pfizer Inc | 3.5M | 14.6% | ±0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.7M | n/a | n/a |
| TCG Crossover Management, LLC | 2.4M | 0.7% | −10% |
◇ AC INTELLIGENCE
Top institutional owners for ARVN as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER89.3% · 0 holders
OTHER6.1% · 134 holders
PASSIVE / INDEX1.8% · 9 holders
DEALER / BANK1.0% · 22 holders
ACTIVIST0.7% · 1 holder
QUALITY / COMPOUNDER0.7% · 17 holders
TACTICAL / MACRO0.4% · 4 holders
INCOME / DEFENSIVE0.1% · 13 holders
SYSTEMATIC / QUANT0.0% · 8 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for ARVN in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention ARVN yet.