Revolution Medicines
RVMD
210 hedge funds and large institutions have $5.18B invested in Revolution Medicines in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 56 increasing their positions, 65 reducing their positions, and 24 closing their positions.
163% more call options, than puts
Call options by funds: $12.2M | Put options by funds: $4.65M
108% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 24
14% more funds holding
Funds holding: 184 → 210 (+26)
12% more capital invested
Capital invested by funds: $4.64B → $5.18B (+$540M)
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
1.16% less ownership
Funds ownership: 98.68% → 97.52% (-1.2%)
14% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PBA
Paradigm Biocapital Advisors
New York
|
+$86.4M |
| 2 |
BBA
Baker Bros. Advisors
New York
|
+$71.2M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$50.8M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$42.3M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$32.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AVM
Arch Venture Management
Chicago,
Illinois
|
-$92.7M |
| 2 |
ACM
AH Capital Management
Menlo Park,
California
|
-$87.4M |
| 3 |
Morgan Stanley
New York
|
-$70.5M |
| 4 |
BCLSI
Bain Capital Life Sciences Investors
Boston,
Massachusetts
|
-$31.9M |
| 5 |
JP Morgan Chase
New York
|
-$26.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TC
226
TwinBeech Capital
Purchase,
New York
| – | -$215K | -7,486 | Closed |
|
227
Group One Trading
Chicago,
Illinois
| – | -$91.5K | -3,088 | Closed |
|
|
MCM
228
Manchester Capital Management
Manchester,
Vermont
| – | -$79.8K | -2,782 | Closed |
|
|
CWC
229
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$29.3K | -1,023 | Closed |
|
|
ACM
230
ADAR1 Capital Management
Austin,
Texas
| – | -$11.5K | -400 | Closed |
|
|
IUHSA
231
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$9.29K | -324 | Closed |
|
232
AssetMark Inc
Concord,
California
| – | -$172 | -6 | Closed |
|
|
AF
233
Advisornet Financial
Minnetonka,
Minnesota
| – | -$115 | -4 | Closed |
|
234
Osaic Holdings
Scottsdale,
Arizona
| – | -$28 | -1 | Closed |
|
RVMD Hedge Fund Activity: Q1 2024 in Review
210 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Revolution Medicines (RVMD) for Q1 2024, worth a combined $5.18B — up 12% from $4.64B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new RVMD positions and 24 closed out — a net gain of 26 holders — while 56 added to existing stakes and 65 trimmed.
The largest buyer was Paradigm Biocapital Advisors, opening a new position worth an estimated $86.4M. The largest seller was Arch Venture Management, exiting entirely with an estimated $92.7M sold.
- 210 institutional investors held Revolution Medicines (RVMD) as of Q1 2024, up from 184 in Q4 2023.
- Funds reported $5.18B of Revolution Medicines stock for Q1 2024, up 12% quarter-over-quarter.
- 50 funds opened new Revolution Medicines positions in Q1 2024 and 24 closed out, a net change of +26 holders.
- The largest Revolution Medicines buyer in Q1 2024 was Paradigm Biocapital Advisors, an estimated $86.4M added.
- The largest Revolution Medicines seller in Q1 2024 was Arch Venture Management, an estimated $92.7M sold.
Based on aggregated 13F filings for Q1 2024.