ARVINAS INC

$ARVN
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Smart money positioned

9 of the Top-200 alpha managers hold $ARVN as of the latest 13F snapshot.

13F holders
204
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

9 holders · Q1 2026

$ARVN is held by 9 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.27%, with an average of 0.06% of portfolio. Largest holder: Vestal Point Capital, LP at 0.27%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Vestal Point Capital, LP
0.27% NEW
α +16.2pts
02
Platinum Investment Management Ltd.
0.19% NEW
α +25.6pts
03
ADAR1 Capital Management, LLC
0.04% held
α +74.0pts
04
Connor, Clark & Lunn Investment Management Ltd.
0.00% held
α +12.3pts
05
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 204 · Source: 13F-HR
01
Vida Ventures Advisors, LLC
0.73% of portfolio
4,774,922 sh
02
Commerce Bank
0.02% of portfolio
3,638,567 sh
03
Jennison Associates LLC
14.63% of portfolio
3,457,815 sh
04
Marshall & Sullivan Inc.
0.07% of portfolio
2,883,042 sh
05
Nomura Asset Management Co. Ltd.
0.02% of portfolio
2,159,828 sh
06
HWG Holdings LP
0.38% of portfolio
1,978,000 sh
07
State Street
—
1,843,409 sh
08
Leuthold Group, LLC
0.02% of portfolio
1,832,114 sh
09
Axa S.a.
—
1,828,472 sh
10
Spectrum Planning & Advisory Services Inc.
0.01% of portfolio
1,201,635 sh
See all 204 13F holders · Pro →

Insider activity · last 90 days

13 transactions · 7 filers
18 Mar 2026
Berkowitz Noah —
▼ SOLD
6,435
$11.10
S
07 Nov 2025
Loomis David K —
▼ SOLD
230
$9.89
S
22 Sep 2025
Morrison Briggs —
▲ BOUGHT
30,000
$7.57
P
24 Jun 2025
Saik Andrew —
▼ SOLD
5,700
$7.61
S
17 Jun 2025
Cacace Angela M —
▼ SOLD
2,583
$7.49
S
18 Mar 2025
Berkowitz Noah —
▼ SOLD
8,658
$8.59
S
24 Feb 2025
Loomis David K —
▼ SOLD
1,214
$16.75
S
24 Feb 2025
Cacace Angela M —
▼ SOLD
1,146
$16.55
S
24 Feb 2025
Cacace Angela M —
▼ SOLD
3,061
$16.75
S
24 Feb 2025
Taylor Ian —
▼ SOLD
1,664
$16.55
S
24 Feb 2025
Taylor Ian —
▼ SOLD
7,356
$16.75
S
24 Feb 2025
Houston John G —
▼ SOLD
5,154
$16.55
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $ARVN in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 09:15 UTC.