Farallon Capital Management 13F: Adds $335M to ROIV Stake

Farallon Capital Management Grows Roivant Sciences Stake

Farallon Capital Management made a major change to its investment portfolio, according to a recent Form 13F filing with the SEC for the period ending May 15, 2026. The fund increased its position in Roivant Sciences Ltd. (NasdaqGS: ROIV) by adding 9,638,000 shares. This adjustment represents a 26,048.6% increase over the prior holding, bringing the fund's total stake to 9,675,000 shares. The reported value of the holding sat at approximately $336.0 million.

Roivant Sciences Stock Context

Shares of Roivant Sciences trade around $34.73, sitting comfortably between its 52-week low of $14.50 and high of $42.50. The stock changes hands close to its 50-day moving average of $36.26 and well above its 200-day moving average of $29.49. The company carries a market capitalization of roughly $28.16 billion.

Recent Insider Transactions at Roivant Sciences

Recent regulatory filings show notable insider activity at the biotech firm. On June 30, 2026, Qvt Financial LP and insider Gold Daniel Allen each sold 12,380 shares at a price of $35.28, totaling $436,766 for each transaction. Earlier in June, President & CIO Mayukh Sukhatme exercised 500,000 stock options at $3.85 and subsequently sold 500,000 shares at $34.13 for $17.06 million on June 25, 2026. President and Immunovant CEO Eric Venker also transacted on June 24, 2026, purchasing 200,000 shares at $3.85 while disposing of 200,000 shares.

Analysts Set New Price Targets

Wall Street analysts maintain a generally positive outlook on Roivant Sciences, backed by a consensus recommendation key of strong buy. On October 12, 2026, Wolfe Research downgraded the stock to a Peer Perform rating. Earlier, Stifel initiated coverage with a Buy rating and a $51.00 price target on September 17, 2026. TD Cowen maintained a Buy rating on September 9, 2026, raising its target to $55.00 from $50.00. Guggenheim also maintained a Buy rating on September 9, 2026, lifting its target to $46.00 from $42.00, while HC Wainwright & Co. kept a Buy rating with a $47.00 target on September 8, 2026.

About Roivant Sciences Ltd.

Headquartered in London, United Kingdom, Roivant Sciences Ltd. operates as a clinical-stage biopharmaceutical company focused on discovering, developing, and commercializing medicines and technologies. Its clinical pipeline targets various autoimmune and inflammatory conditions through candidates like IMVT-1402, mosliciguat, and batoclimab. The firm also utilizes proprietary lipid nanoparticle and ligand conjugate delivery platforms to advance its treatments.

What's Ahead for Roivant Sciences Ltd.

Investors tracking Farallon Capital Management's position should note that 13F filings are backward-looking documents reflecting past holdings that may not represent current positions. The company's next earnings release is scheduled for November 9, 2026. Future regulatory filings will provide further clarity on how institutional investors manage their stakes in the biotechnology firm.