SM
RCM

Sunriver Management’s R1 RCM Inc. Common Stock RCM Stock Holding History

Sunriver 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
2023
Q4 		– Sell
-2,615,738
Closed -$39.4M – 24
2023
Q3 		$39.4M Buy
2,615,738
+338,802
+15% +$5.7M 7.45% 5
2023
Q2 		$42M Sell
2,276,936
-426,998
-16% -$6.94M 8.48% 4
2023
Q1 		$40.6M Sell
2,703,934
-1,907,394
-41% -$26.1M 8.46% 3
2022
Q4 		$50.5M Buy
4,611,328
+2,276,401
+97% +$28.9M 10.37% 3
2022
Q3 		$43.3M Buy
2,334,927
+105,307
+5% +$2.4M 7.45% 5
2022
Q2 		$46.7M Buy
2,229,620
+789,851
+55% +$17.9M 7.4% 4
2022
Q1 		$38.5M Sell
1,439,769
-438,952
-23% -$10.8M 6.06% 5
2021
Q4 		$47.9M Sell
1,878,721
-440,601
-19% -$10.6M 7.56% 4
2021
Q3 		$51M Buy
2,319,322
+857,490
+59% +$17.7M 8.11% 5
2021
Q2 		$32.5M Buy
+1,461,832
New +$35.3M 5.53% 10
2021
Q1 		– Sell
-589,908
Closed -$14.2M – 21
2020
Q4 		$14.2M Sell
589,908
-922,394
-61% -$18.3M 2.34% 17
2020
Q3 		$25.9M Sell
1,512,302
-1,859,668
-55% -$27.2M 4.14% 13
2020
Q2 		$37.6M Buy
3,371,970
+23,420
+0.7% +$241K 5.93% 7
2020
Q1 		$30.4M Buy
3,348,550
+1,085,100
+48% +$13M 5.34% 9
2019
Q4 		$29.4M Buy
+2,263,450
New +$25.9M 5.16% 8

Other funds holding RCM

NMC
New Mountain Capital New York $110M AUM 51.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Sunriver Management's RCM Position: Q4 2023 in Review

Sunriver Management sold out of R1 RCM Inc. Common Stock (RCM) in Q4 2023, closing a stake of 2,615,738 shares — an estimated $39.4M sold.

Sunriver Management first reported a position in RCM in Q4 2019 and held it in 15 quarters. The position peaked at $51M in Q3 2021. 256 funds tracked by Wall St. Rank hold RCM as of Q4 2023.

  • Sunriver Management reported no remaining R1 RCM Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Sunriver Management sold 2,615,738 R1 RCM Inc. Common Stock shares in Q4 2023, an estimated $39.4M.
  • Sunriver Management first reported a position in R1 RCM Inc. Common Stock in Q4 2019 and held it in 15 quarters.
  • Sunriver Management's R1 RCM Inc. Common Stock position peaked at $51M in Q3 2021.
  • 256 funds tracked by Wall St. Rank held R1 RCM Inc. Common Stock as of Q4 2023.

Based on Sunriver Management's 13F filing for Q4 2023, filed 13 Feb 2024.