Revolution Medicines
RVMD
281 hedge funds and large institutions have $8.45B invested in Revolution Medicines in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 123 increasing their positions, 59 reducing their positions, and 30 closing their positions.
108% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 59
107% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 30
28% more funds holding in top 10
Funds holding in top 10: 18 → 23 (+5)
10% more funds holding
Funds holding: 255 → 281 (+26)
9% more capital invested
Capital invested by funds: $7.74B → $8.45B (+$705M)
3.71% more ownership
Funds ownership: 102.16% → 105.87% (+3.7%)
16% less call options, than puts
Call options by funds: $42.3M | Put options by funds: $50.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$169M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$110M |
| 3 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$97.5M |
| 4 |
NI
Nextech Invest
Zurich,
Switzerland
|
+$65.8M |
| 5 |
PBA
Paradigm Biocapital Advisors
New York
|
+$62.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$29.3M |
| 2 |
SCM
Soleus Capital Management
Greenwich,
Connecticut
|
-$25.4M |
| 3 |
BG
Bellevue Group
Kuesnacht,
Switzerland
|
-$24.4M |
| 4 |
CC
Casdin Capital
New York
|
-$20.9M |
| 5 |
FAM
Fred Alger Management
New York
|
-$19.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
Nomura Asset Management
Tokyo,
Japan
| – | -$104K | -2,064 | Closed |
|
|
VFA
302
Values First Advisors
Gray,
Tennessee
| – | -$92.7K | -2,043 | Closed |
|
|
QL
303
Quarry LP
New York
| – | -$81.6K | -1,800 | Closed |
|
304
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$31.7K | -700 | Closed |
|
|
RCM
305
Raleigh Capital Management
Cary,
North Carolina
| – | -$13.6K | -300 | Closed |
|
|
TWC
306
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$11.2K | -249 | Closed |
|
307
Twin Tree Management
Dallas,
Texas
| – | -$8.39K | -185 | Closed |
|
|
PTC
308
Private Trust Company
Cleveland,
Ohio
| – | -$4.63K | -102 | Closed |
|
309
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3.13K | -69 | Closed |
|
|
A
310
AlphaQuest
New York
| – | -$816 | -18 | Closed |
|
|
CPA
311
Capital Performance Advisors
Walnut Creek,
California
| – | -$726 | -16 | Closed |
|
RVMD Hedge Fund Activity: Q4 2024 in Review
281 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Revolution Medicines (RVMD) for Q4 2024, worth a combined $8.45B — up 9.1% from $7.74B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new RVMD positions and 30 closed out — a net gain of 32 holders — while 123 added to existing stakes and 59 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $169M. The largest seller was Wellington Management Group, cutting an estimated $29.3M.
- 281 institutional investors held Revolution Medicines (RVMD) as of Q4 2024, up from 255 in Q3 2024.
- Funds reported $8.45B of Revolution Medicines stock for Q4 2024, up 9.1% quarter-over-quarter.
- 62 funds opened new Revolution Medicines positions in Q4 2024 and 30 closed out, a net change of +32 holders.
- The largest Revolution Medicines buyer in Q4 2024 was Janus Henderson Group, an estimated $169M added.
- The largest Revolution Medicines seller in Q4 2024 was Wellington Management Group, an estimated $29.3M sold.
Based on aggregated 13F filings for Q4 2024.