ARVN
ARVINAS, INC.
+0.21 (+2.57%)8.37USD151K成交股數547M市值34.9本益比(近四季)1.7股價營收比+1014.7%營收年增(近四季)2026-11-04下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 1 · 46K · 1 |
| 其中 10b5-1 計畫賣出 | 1 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 518K |
| 近 180 天 淨額 | −518K |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-06-24 | 06-26 | Morrison Briggs | Director | A 獲配股票 | 15.5K | – | – | 112K | SEC |
| 2026-06-24 | 06-26 | Cunningham Everett | Director | A 獲配股票 | 15.5K | – | – | 41.6K | SEC |
| 2026-06-24 | 06-26 | Norwalk Leslie V | Director | A 獲配股票 | 15.5K | – | – | 41.6K | SEC |
| 2026-06-24 | 06-26 | Smaldone Alsup Laurie | Director | A 獲配股票 | 15.5K | – | – | 41.6K | SEC |
| 2026-06-24 | 06-26 | Bain Linda | Director | A 獲配股票 | 15.5K | – | – | 41.6K | SEC |
| 2026-06-24 | 06-26 | Kennedy Edward Moore Jr. | Director | A 獲配股票 | 15.5K | – | – | 55.0K | SEC |
| 2026-06-24 | 06-24 | Saik Andrew | Chief Financial Officer | S 公開市場賣出(10b5-1) | 5.7K | 8.16 | 46K | 187K | SEC |
| 2026-06-17 | 06-18 | Cacace Angela M | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 2.6K | 7.60 | 20K | 180K | SEC |
| 2026-05-21 | 05-22 | Teel Randy | President and CEO | S 公開市場賣出 | 2.2K | 9.04 | 20K | 285K | SEC |
| 2026-05-11 | 05-13 | Loomis David K | VP, Chief Accounting Officer | S 公開市場賣出 | 1.9K | 9.94 | 19K | 40.2K | SEC |
| 2026-05-11 | 05-13 | Teel Randy | President and CEO | S 公開市場賣出 | 9.7K | 9.94 | 96K | 287K | SEC |
| 2026-05-11 | 05-13 | Saik Andrew | Chief Financial Officer | S 公開市場賣出 | 11.1K | 9.94 | 111K | 193K | SEC |
| 2026-05-11 | 05-13 | Berkowitz Noah | Chief Medical Officer | S 公開市場賣出 | 11.1K | 9.94 | 110K | 191K | SEC |
| 2026-05-11 | 05-13 | Cacace Angela M | Chief Scientific Officer | S 公開市場賣出 | 9.7K | 9.94 | 96K | 183K | SEC |
| 2026-03-18 | 03-19 | Berkowitz Noah | Chief Medical Officer | S 公開市場賣出 | 6.4K | 11.10 | 71K | 203K | SEC |
| 2026-03-06 | 03-09 | Morrison Briggs | Director | P 公開市場買進 | 20.0K | 13.40 | 268K | 96.0K | SEC |
| 2026-02-27 | 03-02 | Houston John G | Director | S 公開市場賣出 | 4.7K | 13.24 | 62K | 1.2M | SEC |
| 2026-02-27 | 03-02 | Houston John G | Director | S 公開市場賣出 | 11.8K | 13.14 | 155K | 1.1M | SEC |
| 2026-02-27 | 03-02 | Houston John G | Director | S 公開市場賣出 | 18.8K | 13.24 | 249K | 1.1M | SEC |
| 2026-02-26 | 03-12 | Teel Randy | President and CEO | A 獲配股票 | 147K | – | – | 297K | SEC |
| 2026-02-26 | 03-02 | Cacace Angela M | Chief Scientific Officer | A 獲配股票 | 45.0K | – | – | 193K | SEC |
| 2026-02-26 | 03-02 | Loomis David K | VP, Chief Accounting Officer | A 獲配股票 | 12.4K | – | – | 42.1K | SEC |
| 2026-02-26 | 03-02 | Teel Randy | President and CEO | A 獲配股票 | 148K | – | – | 297K | SEC |
| 2026-02-26 | 03-02 | Berkowitz Noah | Chief Medical Officer | A 獲配股票 | 45.0K | – | – | 209K | SEC |
| 2026-02-26 | 03-02 | Saik Andrew | Chief Financial Officer | A 獲配股票 | 45.0K | – | – | 204K | SEC |
| 2026-02-23 | 02-25 | Loomis David K | Chief Accounting Officer | S 公開市場賣出 | 1.1K | 12.16 | 13K | 29.7K | SEC |
| 2026-02-23 | 02-25 | Cacace Angela M | Chief Scientific Officer | S 公開市場賣出 | 2.6K | 12.16 | 31K | 148K | SEC |
| 2026-02-23 | 02-25 | Teel Randy | President and CEO | S 公開市場賣出 | 3.7K | 12.16 | 46K | 150K | SEC |
| 2026-02-23 | 02-25 | Cacace Angela M | Chief Scientific Officer | S 公開市場賣出 | 1.0K | 12.16 | 13K | 150K | SEC |
| 2026-02-23 | 02-25 | Teel Randy | President and CEO | S 公開市場賣出 | 1.0K | 12.16 | 13K | 153K | SEC |
| 2026-02-13 | 02-18 | Berkowitz Noah | Chief Medical Officer | S 公開市場賣出 | 5.7K | 11.89 | 68K | 164K | SEC |
| 2026-02-13 | 02-18 | Loomis David K | Chief Accounting Officer | S 公開市場賣出 | 1.0K | 11.89 | 12K | 30.8K | SEC |
| 2026-02-13 | 02-18 | Cacace Angela M | Chief Scientific Officer | S 公開市場賣出 | 4.6K | 11.89 | 55K | 151K | SEC |
| 2026-02-13 | 02-18 | Teel Randy | President and CEO | S 公開市場賣出 | 4.4K | 11.89 | 52K | 154K | SEC |
| 2026-02-13 | 02-18 | Saik Andrew | Chief Financial Officer | S 公開市場賣出 | 5.1K | 11.89 | 61K | 159K | SEC |
| 2025-11-07 | 11-07 | Loomis David K | Chief Accounting Officer | S 公開市場賣出 | 230 | 9.89 | 2K | 31.7K | SEC |
| 2025-09-22 | 09-24 | Morrison Briggs | Director | P 公開市場買進 | 30.0K | 7.57 | 227K | 76.0K | SEC |
| 2025-06-25 | 06-30 | AGARWAL SUNIL | Director | A 獲配股票 | 16.0K | – | – | 30.2K | SEC |
| 2025-06-25 | 06-27 | Kennedy Edward Moore Jr. | Director | A 獲配股票 | 16.0K | – | – | 39.4K | SEC |
| 2025-06-25 | 06-27 | Smaldone Alsup Laurie | Director | A 獲配股票 | 16.0K | – | – | 26.0K | SEC |
| 2025-06-25 | 06-27 | Cunningham Everett | Director | A 獲配股票 | 16.0K | – | – | 26.0K | SEC |
| 2025-06-25 | 06-27 | YOUNG JOHN D | Director | A 獲配股票 | 16.0K | – | – | 26.0K | SEC |
| 2025-06-25 | 06-27 | Bain Linda | Director | A 獲配股票 | 16.0K | – | – | 26.0K | SEC |
| 2025-06-25 | 06-27 | Norwalk Leslie V | Director | A 獲配股票 | 16.0K | – | – | 26.0K | SEC |
| 2025-06-25 | 06-27 | Morrison Briggs | Director | A 獲配股票 | 16.0K | – | – | 46.0K | SEC |
| 2025-06-24 | 06-24 | Saik Andrew | Chief Financial Officer | S 公開市場賣出 | 5.7K | 7.61 | 43K | 164K | SEC |
| 2025-06-17 | 06-18 | Cacace Angela M | Chief Scientific Officer | S 公開市場賣出 | 2.6K | 7.49 | 19K | 154K | SEC |
| 2025-05-09 | 05-13 | Cacace Angela M | Chief Scientific Officer | A 獲配股票 | 59.6K | – | – | 157K | SEC |
| 2025-05-09 | 05-13 | Berkowitz Noah | Chief Medical Officer | A 獲配股票 | 59.6K | – | – | 170K | SEC |
| 2025-05-09 | 05-13 | Saik Andrew | Chief Financial Officer | A 獲配股票 | 59.6K | – | – | 170K | SEC |
| 2025-05-09 | 05-13 | Loomis David K | Chief Accounting Officer | A 獲配股票 | 11.8K | – | – | 30.7K | SEC |
| 2025-03-18 | 03-19 | Berkowitz Noah | Chief Medical Officer | S 公開市場賣出 | 8.7K | 8.59 | 74K | 110K | SEC |
| 2025-02-24 | 02-25 | Houston John G | President and CEO | S 公開市場賣出 | 26.2K | 16.75 | 439K | 1.2M | SEC |
| 2025-02-24 | 02-25 | Taylor Ian | President, R&D | S 公開市場賣出 | 1.7K | 16.55 | 28K | 159K | SEC |
| 2025-02-24 | 02-25 | Houston John G | President and CEO | S 公開市場賣出 | 5.2K | 16.55 | 85K | 1.2M | SEC |
| 2025-02-24 | 02-25 | Loomis David K | Chief Accounting Officer | S 公開市場賣出 | 1.2K | 16.75 | 20K | 18.9K | SEC |
| 2025-02-24 | 02-25 | Cacace Angela M | Chief Scientific Officer | S 公開市場賣出 | 1.1K | 16.55 | 19K | 97.2K | SEC |
| 2025-02-24 | 02-25 | Cacace Angela M | Chief Scientific Officer | S 公開市場賣出 | 3.1K | 16.75 | 51K | 98.4K | SEC |
| 2025-02-24 | 02-25 | Taylor Ian | President, R&D | S 公開市場賣出 | 7.4K | 16.75 | 123K | 161K | SEC |
| 2025-02-13 | 02-18 | Taylor Ian | Chief Scientific Officer | A 獲配股票 | 20.6K | – | – | 168K | SEC |
| 2025-02-13 | 02-18 | Berkowitz Noah | Chief Medical Officer | A 獲配股票 | 55.2K | – | – | 119K | SEC |
| 2025-02-13 | 02-18 | Cacace Angela M | Chief Scientific Officer | A 獲配股票 | 49.1K | – | – | 101K | SEC |
| 2025-02-13 | 02-18 | Houston John G | President and CEO | A 獲配股票 | 152K | – | – | 1.2M | SEC |
| 2025-02-13 | 02-18 | Saik Andrew | Chief Financial Officer | A 獲配股票 | 49.1K | – | – | 111K | SEC |
| 2025-02-13 | 02-18 | Loomis David K | Chief Accounting Officer | A 獲配股票 | 10.6K | – | – | 18.6K | SEC |
| 2024-11-07 | 11-12 | Loomis David K | Chief Accounting Officer | S 公開市場賣出 | 231 | 27.69 | 6K | 8.0K | SEC |
| 2024-06-24 | 06-26 | Saik Andrew | Chief Financial Officer | A 獲配股票 | 61.4K | – | – | 61.4K | SEC |
| 2024-06-17 | 06-18 | Cacace Angela M | Chief Scientific Officer | A 獲配股票 | 16.0K | – | – | 51.9K | SEC |
| 2024-05-29 | 05-31 | YOUNG JOHN D | Director | A 獲配股票 | 5.9K | – | – | 10.0K | SEC |
| 2024-05-29 | 05-31 | Bain Linda | Director | A 獲配股票 | 5.9K | – | – | 10.0K | SEC |
| 2024-05-29 | 05-31 | Norwalk Leslie V | Director | A 獲配股票 | 5.9K | – | – | 10.0K | SEC |
| 2024-05-29 | 05-31 | Kennedy Edward Moore Jr. | Director | A 獲配股票 | 5.9K | – | – | 23.4K | SEC |
| 2024-05-29 | 05-31 | AGARWAL SUNIL | Director | A 獲配股票 | 5.9K | – | – | 14.1K | SEC |
| 2024-05-29 | 05-31 | Morrison Briggs | Director | A 獲配股票 | 5.9K | – | – | 30.0K | SEC |
| 2024-05-29 | 05-31 | Smaldone Alsup Laurie | Director | A 獲配股票 | 5.9K | – | – | 10.0K | SEC |
| 2024-05-29 | 05-31 | Cunningham Everett | Director | A 獲配股票 | 5.9K | – | – | 10.0K | SEC |
| 2024-05-21 | 05-23 | Teel Randy | Int. Chief Financial Officer | A 獲配股票 | 13.3K | – | – | 59.3K | SEC |
| 2024-03-18 | 03-21 | Berkowitz Noah | Chief Medical Officer | A 獲配股票 | 63.5K | – | – | 63.5K | SEC |
| 2024-02-23 | 02-27 | Loomis David K | Chief Accounting Officer | A 獲配股票 | 5.8K | – | – | 8.5K | SEC |
| 2024-02-23 | 02-27 | Taylor Ian | Chief Scientific Officer | A 獲配股票 | 39.3K | – | – | 149K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 7.6M | 63.2M | +812K (+12%) | 加碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.1M | 34.3M | +234K (+6%) | 加碼 |
| 德劭 D. E. Shaw & Co., Inc. | 3.5M | 29.0M | −143K (-4%) | 減碼 |
| Pfizer Inc | 3.5M | 27.7M | 不變 | 持平 |
| ARMISTICE CAPITAL, LLC | 2.8M | 23.2M | +818K (+41%) | 加碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.7M | 22.6M | +24.8K (+1%) | 加碼 |
| Two Sigma TWO SIGMA INVESTMENTS, LP | 2.6M | 21.4M | +741K (+40%) | 加碼 |
| STATE STREET CORP | 2.2M | 18.3M | +368K (+20%) | 加碼 |
| Nextech Invest Ltd. | 1.1M | 17.1M | +583K (+108%) | 加碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.7M | 13.9M | +110K (+7%) | 加碼 |
| Qube Research & Technologies Ltd | 1.6M | 13.2M | +391K (+33%) | 加碼 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1.4M | 11.7M | −28.9K (-2%) | 減碼 |
| FEDERATED HERMES, INC. | 1.4M | 11.3M | +215K (+19%) | 加碼 |
| Hillsdale Investment Management Inc. | 751K | 6.2M | 新進 | 新進 |
| TCG Crossover Management, LLC | 707K | 5.9M | −1.7M (-70%) | 減碼 |
| DIMENSIONAL FUND ADVISORS LP | 655K | 5.4M | +169K (+35%) | 加碼 |
| GOLDMAN SACHS GROUP INC | 641K | 5.3M | −116K (-15%) | 減碼 |
| 城堡 CITADEL ADVISORS LLC | 621K | 5.2M | −560K (-47%) | 減碼 |
| NORTHERN TRUST CORP | 615K | 5.1M | +94.3K (+18%) | 加碼 |
| AQR CAPITAL MANAGEMENT LLC | 602K | 5.0M | +317K (+111%) | 加碼 |
| Nantahala Capital Management, LLC | 600K | 5.0M | +300K (+100%) | 加碼 |
| KENNEDY CAPITAL MANAGEMENT LLC | 589K | 4.9M | +36.6K (+7%) | 加碼 |
| Arbiter Partners Capital Management LLC | 589K | 4.9M | 新進 | 新進 |
| 千禧 MILLENNIUM MANAGEMENT LLC | 574K | 4.8M | −2.3K (-0%) | 減碼 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 542K | 4.5M | +17.0K (+3%) | 加碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 201 -6 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 36 / 42 / 75 / 50 |
| 機構合計持股 · 佔流通股 | 56.2M · 86.0% |
| 合計季末市值 | 459M |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 4.7M |
|---|---|
| 與上期比 | +16.3% |
| 佔流通股數 | 7.21% |
| 日均成交量 | 586K |
| 回補天數 | 8.0 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 4.7M | +16.3% | 7.21% | 586K | 8.0 |
| 2026-08-14 | 4.1M | +1.4% | 6.20% | 1.2M | 3.3 |
| 2026-07-31 | 4.0M | +0.4% | 6.11% | 574K | 7.0 |
| 2026-07-15 | 4.0M | -6.8% | 6.09% | 601K | 6.6 |
| 2026-06-30 | 4.3M | -5.0% | 6.53% | 930K | 4.6 |
| 2026-06-15 | 4.5M | -4.5% | 6.87% | 775K | 5.8 |
| 2026-05-29 | 4.7M | -6.6% | 7.20% | 800K | 5.9 |
| 2026-05-15 | 5.0M | +14.0% | 7.70% | 1.1M | 4.4 |
| 2026-04-30 | 4.4M | +0.7% | 6.76% | 608K | 7.3 |
| 2026-04-15 | 4.4M | -2.6% | 6.71% | 899K | 4.9 |
| 2026-03-31 | 4.5M | -5.8% | 6.89% | 974K | 4.6 |
| 2026-03-13 | 4.8M | +11.5% | 7.32% | 711K | 6.7 |
| 2026-02-27 | 4.3M | +6.1% | 6.56% | 853K | 5.0 |
| 2026-02-13 | 4.0M | -5.1% | 6.19% | 730K | 5.6 |
| 2026-01-30 | 4.3M | -15.6% | 6.52% | 721K | 5.9 |
| 2026-01-15 | 5.1M | +4.0% | 7.73% | 786K | 6.4 |
| 2025-12-31 | 4.9M | -27.9% | 7.43% | 783K | 6.2 |
| 2025-12-15 | 6.7M | +4.0% | 10.31% | 1.1M | 5.9 |
| 2025-11-28 | 6.5M | -20.4% | 9.92% | 3.4M | 1.9 |
| 2025-11-14 | 8.1M | +4.9% | 12.45% | 2.1M | 4.0 |
| 2025-10-31 | 7.8M | +4.1% | 11.88% | 2.5M | 3.1 |
| 2025-10-15 | 7.5M | -6.6% | 11.41% | 2.4M | 3.1 |
| 2025-09-30 | 8.0M | -16.7% | 12.21% | 2.7M | 3.0 |
| 2025-09-15 | 9.6M | +11.9% | 14.66% | 1.4M | 7.1 |
| 2025-08-29 | 8.6M | +3.0% | 13.10% | 1.4M | 6.3 |
| 2025-08-15 | 8.3M | +9.8% | 12.73% | 2.3M | 3.6 |