Asset Management One 13F: New $7.4M Stake in ROIV
Key Points
- Asset Management One's new stake in Roivant represents 0.05% of their total reported value of about $13.98 billion.
- Asset Management One held 201,261 $ROIV shares at quarter end, all of it a new position.
- As of October 28, 2026, ROIV shares recently traded around $36.54, which is about 1.4% above the $36.05 closing price on October 26, 2026.
- The next earnings report for Roivant is scheduled for November 9, 2026, following a trailing twelve-month revenue of $7.53 million.
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On October 27, 2026, Asset Management One disclosed a new position in Roivant Sciences Ltd. (ROIV) by buying 201,261 shares valued at approximately $7.36 million. This information comes from the fund's latest Form 13F filing with the SEC, covering the quarter ending September 30, 2026.
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Roivant Sciences Ltd.
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What Changed in Asset Management One's Roivant Position
Asset Management One opened a new position in Roivant Sciences, acquiring 201,261 shares. This represents a reported value of about $7.36 million and adds to the fund's overall holdings, which total approximately $13.98 billion.
Where Roivant Fits in Asset Management One's Portfolio
Roivant Sciences accounts for about 0.05% of Asset Management One's total reported value. The new position ranks 45th among the fund's 940 reported holdings.
Other Institutional Activity in Roivant
In recent filings, IFM Investors grew its holdings in Roivant by 128,826 shares, bringing its total to 128,826 shares valued at about $4.71 million. Meanwhile, Penn Davis McFarland trimmed its stake by 56,846 shares, leaving it with 1,523,345 shares worth approximately $55.71 million. Farallon Capital Management also increased its position by 4,634,220 shares, totaling 14,309,000 shares valued around $522.85 million.
Roivant Sciences Ltd. Stock Down 2.4%
As of October 28, 2026, Roivant shares recently traded around $36.54, which is approximately 1.4% above the $36.05 closing price on October 26, 2026. This recent price is important as the stock has seen fluctuations in its performance over the past year.
Recent Earnings
Roivant Sciences reported trailing twelve-month revenue of $7.53 million, reflecting a year-over-year revenue decline of 33.5%. The company's next earnings report is set for November 9, 2026.
Insider Buying and Selling at Roivant Sciences Ltd.
Several insiders have sold shares recently, including Keith Manchester, who sold 200,000 shares at an average price of $35.45 on June 30, 2026, totaling approximately $7.09 million. Additionally, Eric Venker, President & CEO of Immunovant, sold 200,000 shares on October 20, 2026, at an average price of $35.11, valued at about $7.02 million.
Analysts Set New Price Targets
Analysts remain optimistic about Roivant, with HC Wainwright & Co. maintaining a Buy rating and raising its price target to $47.00 on September 8, 2026. TD Cowen also maintained a Buy rating with a target of $55.00, reflecting a positive outlook based on the company's potential.
About Roivant Sciences
Roivant Sciences Ltd. is a clinical-stage biopharmaceutical company focused on discovering, developing, and commercializing innovative medicines and technologies. The company's work in the biotechnology sector positions it well for future growth, especially as it continues to navigate the competitive healthcare landscape.
Bottom Line
Investors will want to keep an eye on Roivant's upcoming earnings report on November 9, 2026, as well as any further filings from Asset Management One. The recent purchase indicates growing interest in Roivant, which could signal potential developments ahead.
Related Filing Alerts
Source: Asset Management One's 13F filing on $ROIV (Oct 27, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts