Avita Medical
RCEL
43 hedge funds and large institutions have $86.7M invested in Avita Medical in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
101% more capital invested
Capital invested by funds: $43.1M → $86.7M (+$43.6M)
26% more funds holding
Funds holding: 34 → 43 (+9)
8.12% more ownership
Funds ownership: 5.71% → 13.83% (+8.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
38% less call options, than puts
Call options by funds: $276K | Put options by funds: $445K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RG
Redmile Group
San Francisco,
California
|
+$44.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.1M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$4.4M |
| 4 |
AAMU
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
+$3.34M |
| 5 |
BlackRock
New York
|
+$3.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Blackcrane Capital
Bellevue,
Washington
|
-$11.1M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$6.26M |
| 3 |
JP Morgan Chase
New York
|
-$931K |
| 4 |
Jane Street
New York
|
-$441K |
| 5 |
Renaissance Technologies
New York
|
-$372K |
RCEL Hedge Fund Activity: Q3 2020 in Review
43 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Avita Medical (RCEL) for Q3 2020, worth a combined $86.7M — up 101% from $43.1M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new RCEL positions and 5 closed out — a net gain of 9 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Redmile Group, opening a new position worth an estimated $44.4M. The largest seller was Blackcrane Capital, cutting an estimated $11.1M.
- 43 institutional investors held Avita Medical (RCEL) as of Q3 2020, up from 34 in Q2 2020.
- Funds reported $86.7M of Avita Medical stock for Q3 2020, up 101% quarter-over-quarter.
- 14 funds opened new Avita Medical positions in Q3 2020 and 5 closed out, a net change of +9 holders.
- The largest Avita Medical buyer in Q3 2020 was Redmile Group, an estimated $44.4M added.
- The largest Avita Medical seller in Q3 2020 was Blackcrane Capital, an estimated $11.1M sold.
Based on aggregated 13F filings for Q3 2020.