Vivo is a healthcare-focused venture/growth investor — this is a passive position, not an activist precursor. Monitor for any subsequent 13D conversion or additional insider buying that could signal a shift in intent.
Price Chart
Executive Summary
Vivo Opportunity Fund Holdings, L.P. and affiliated entities filed a new Schedule 13G disclosing a 5.0% aggregate beneficial ownership stake in ArriVent BioPharma as of October 6, 2026. The filing is passive (Rule 13d-1(c)) with no intent to influence control. This is a new disclosure for this filer, adding to the existing passive stakes from Fidelity and Hillhouse.
Key Financial Metrics
Key Facts
- Vivo Opportunity, LLC beneficially owns 2,472,701 shares (5.0%) of ArriVent BioPharma common stock as of October 6, 2026.
- The filing is a new Schedule 13G, not an amendment, indicating a new 5%+ passive stake.
- Stake is held across multiple Vivo funds: Vivo Opportunity Fund Holdings (1,514,446 shares, 3.1%), Vivo Opportunity Co-Invest (176,752 shares, 0.3%), Vivo Opportunity Co-Invest Cycle 3 (781,503 shares, 1.6%), and Vivo Opportunity Cayman Fund (152,971 shares, 0.3%).
- Filer certifies passive intent under Rule 13d-1(c) — no control or activist purpose.
- Percentage based on 49,307,729 shares outstanding as of August 10, 2026 (per ArriVent's 10-Q).
- Previous 13G filers include Fidelity (FMR LLC) and Hillhouse Investment Management, with filings in May and February 2026.
Financial Impact
Vivo's aggregate stake of 2,472,701 shares represents 5.0% of outstanding shares. No transaction value disclosed.
Risk Factors
- Passive 13G filers may convert to 13D if they later seek board representation or strategic changes, though no indication here.
- Concentration of ownership among multiple large passive holders (Fidelity, Hillhouse, Vivo) could reduce trading liquidity.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0001213900-26-109019 |
| Document: 0001213900-26-109019-index-headers.html | 0001213900-26-109019 |
| Document: 0001213900-26-109019-index.html | 0001213900-26-109019 |
| Document: 0001213900-26-109019.txt | 0001213900-26-109019 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 8-K | $23.64 | awaiting T+5 | — | $17.00 (−28.09%) |
Oct 25, 2026 1d ago | Press Release | $21.00 | awaiting T+5 | — | $17.00 (−19.05%) |
Oct 23, 2026 2d ago | Press Release | $21.00 | awaiting T+5 | — | $17.00 (−19.05%) |
Oct 19, 2026 7d ago | 8-K | $17.94 | awaiting T+5 | — | $17.00 (−5.24%) |
Oct 13, 2026 12d ago | SC 13G | $16.20 $19.12 | ▲ +18.02% | ▲ +17.57% | $17.00 (+4.94%) |
Oct 13, 2026 13d ago | 8-K | $16.09 $18.85 | ▲ +17.15% | ▲ +18.31% | $17.00 (+5.66%) |
Oct 8, 2026 17d ago | SC 13D/A | $16.73 $16.66 | ▲ +0.42% | ▼ −1.55% | $17.00 (−1.61%) |
Oct 6, 2026 20d ago | 8-K | $15.09 $16.09 | ▼ −6.63% | ▼ −6.77% | $17.00 (−12.66%) |
Aug 12, 2026 10w ago | Press Release | $30.00 $29.18 | ▲ +2.73% | ▲ +0.77% | $17.00 (+43.33%) |
Jun 11, 2026 19w ago | Institutional Cluster | $30.54 $31.74 | ▲ +3.93% | ▲ +3.26% | $17.00 (−44.34%) |
US Market Status
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