Revolve Group
RVLV
190 hedge funds and large institutions have $795M invested in Revolve Group in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 69 reducing their positions, and 36 closing their positions.
19% more capital invested
Capital invested by funds: $669M → $795M (+$126M)
1% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 69
0.94% more ownership
Funds ownership: 120.21% → 121.14% (+0.94%)
5% less funds holding
Funds holding: 201 → 190 (-11)
13% less call options, than puts
Call options by funds: $14.2M | Put options by funds: $16.3M
25% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 36
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
+$14.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.83M |
| 3 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
+$3.39M |
| 4 |
DSCM
Divisadero Street Capital Management
Miami,
Florida
|
+$3.28M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$9.07M |
| 2 |
Millennium Management
New York
|
-$5.95M |
| 3 |
TCAM
Turtle Creek Asset Management
Toronto,
Ontario, Canada
|
-$5.53M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$5.37M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$4.44M |
RVLV Hedge Fund Activity: Q4 2023 in Review
190 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Revolve Group (RVLV) for Q4 2023, worth a combined $795M — up 19% from $669M a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of RVLV and 27 opened new positions — a net loss of 9 holders — while 69 trimmed existing stakes and 70 added.
The largest buyer was London Company of Virginia, opening a new position worth an estimated $14.5M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $9.07M.
- 190 institutional investors held Revolve Group (RVLV) as of Q4 2023, down from 201 in Q3 2023.
- Funds reported $795M of Revolve Group stock for Q4 2023, up 19% quarter-over-quarter.
- 27 funds opened new Revolve Group positions in Q4 2023 and 36 closed out, a net change of -9 holders.
- The largest Revolve Group buyer in Q4 2023 was London Company of Virginia, an estimated $14.5M added.
- The largest Revolve Group seller in Q4 2023 was Kayne Anderson Rudnick Investment Management, an estimated $9.07M sold.
Based on aggregated 13F filings for Q4 2023.