What smart money is saying about Ayvens
AYV.PA
No fund has written a full thesis on Ayvens in our archive, but 2 fund letters report a position in it, most recently DNCA Invest Value Europe in September 2026.
Get an email when a fund buys, sells or pitches it
2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Every position in Ayvens on record in the archive was reported in Q3 2026, across 2 fund letters, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 1 move
- ExitedDNCA Invest Value EuropeSeptember 2026
“In parallel, we sold Ayvens in order to reduce our exposure to French risk, in a context of persistent budgetary and political tensions.”
Ayvens - HoldsMoneta Multi CapsSeptember 2026
“Two important contributors of the year 2025 are taking a pause. UCB (-0.8%) maintains its positive momentum, but the market, accustomed to good news, did not welcome a publication just in line with expectations. Elis (-0.6%) and Ayvens (-0.5%) are among the stocks that suffer from "France risk" where they generate a significant portion of their business.”
Ayvens
Read the letters behind these Ayvens positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves, and to Warren AI, which reads all of them for you.
View plans→Share this ledger