SHCM
RCM

Sachem Head Capital Management’s R1 RCM Inc. Common Stock RCM Stock Holding History

Sachem Head Capital Management’s Portfolio RCM Stock Details RCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,605,000
Closed -$102M – 17
2023
Q4 		$102M Buy
9,605,000
+4,944,200
+106% +$56.1M 4.75% 6
2023
Q3 		$70.2M Sell
4,660,800
-447,200
-9% -$7.52M 3.28% 6
2023
Q2 		$94.2M Sell
5,108,000
-2,327,000
-31% -$37.8M 3.94% 6
2023
Q1 		$112M Buy
7,435,000
+645,000
+9% +$8.83M 4.94% 5
2022
Q4 		$74.4M Buy
+6,790,000
New +$86.2M 2.9% 7

Other funds holding RCM

NMC
New Mountain Capital New York $139M AUM 26.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Sachem Head Capital Management's RCM Position: Q1 2024 in Review

Sachem Head Capital Management sold out of R1 RCM Inc. Common Stock (RCM) in Q1 2024, closing a stake of 9,605,000 shares — an estimated $102M sold.

Sachem Head Capital Management first reported a position in RCM in Q4 2022 and held it in 5 quarters. The position peaked at $112M in Q1 2023. 259 funds tracked by Wall St. Rank hold RCM as of Q1 2024.

  • Sachem Head Capital Management reported no remaining R1 RCM Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Sachem Head Capital Management sold 9,605,000 R1 RCM Inc. Common Stock shares in Q1 2024, an estimated $102M.
  • Sachem Head Capital Management first reported a position in R1 RCM Inc. Common Stock in Q4 2022 and held it in 5 quarters.
  • Sachem Head Capital Management's R1 RCM Inc. Common Stock position peaked at $112M in Q1 2023.
  • 259 funds tracked by Wall St. Rank held R1 RCM Inc. Common Stock as of Q1 2024.

Based on Sachem Head Capital Management's 13F filing for Q1 2024, filed 15 May 2024.