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Revolution Medicines
RVMD

168 hedge funds and large institutions have $3.11B invested in Revolution Medicines in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 13

54% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 39

21% more funds holding

Funds holding: 139 → 168 (+29)

17% more call options, than puts

Call options by funds: $22.9M | Put options by funds: $19.7M

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

4% more capital invested

Capital invested by funds: $2.99B → $3.11B (+$117M)

2.35% less ownership

Funds ownership: 105.32% → 102.97% (-2.3%)

Holders
168
Holders Change
+29
Holders Change %
+20.86%
% of All Funds
2.67%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
42
Increased
60
Reduced
39
Closed
13
Calls
$22.9M
Puts
$19.7M
Net Calls
+$3.24M
Net Calls Change
+$861K

Top Buyers

Rank Fund Capital Flow
1
PA
Perceptive Advisors
New York
+$39.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$28.6M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$27.4M
4
BlackRock
BlackRock
New York
+$18.2M
5
FCM
Farallon Capital Management
California
+$16.1M

Top Sellers

Rank Fund Capital Flow
1
BI
BVF Inc
California
-$67.5M
2
EC
EcoR1 Capital
California
-$48.1M
3
CG
Column Group
California
-$39.9M
4
State Street
State Street
Massachusetts
-$26M
5
WP
Woodline Partners
California
-$18.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$26.6M +$28.6M +962,657 New
Northern Trust
27
Northern Trust
Illinois
$25.8M +$458K +15,432 +2%
Morgan Stanley
28
Morgan Stanley
New York
$22.2M -$5.38M -181,522 -18%
Charles Schwab
29
Charles Schwab
California
$21.2M +$1.65M +55,558 +8%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$20.6M +$8.95M +301,697 +68%
RSCM
31
Rock Springs Capital Management
Maryland
$20.1M +$666K +22,440 +3%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$19.3M +$3.44M +116,106 +20%
APM
33
Avidity Partners Management
Texas
$18.2M -$12.4M -417,800 -39%
Goldman Sachs
34
Goldman Sachs
New York
$17.4M -$2.08M -70,234 -10%
CS
35
Candriam SCA
Luxembourg
$15.6M -$534K -18,000 -3%
IHAM
36
Integral Health Asset Management
New York
$14.5M +$5.01M +169,000 +47%
DCM
37
DAFNA Capital Management
California
$13.1M -$1.15M -38,891 -8%
Norges Bank
38
Norges Bank
Norway
$12.2M +$2.14M +72,200 +20%
FC
39
Finepoint Capital
Massachusetts
$11.8M +$12.7M +427,000 New
Bank of New York Mellon
40
Bank of New York Mellon
New York
$11.6M +$262K +8,825 +2%
EAM
41
Eventide Asset Management
Massachusetts
$9.99M +$10.8K +365 +0.1%
Victory Capital Management
42
Victory Capital Management
Texas
$9.48M +$8.09M +272,848 +393%
N
43
Nuveen
North Carolina
$7.61M -$72.5K -2,445 -0.9%
MB
44
MPM BioImpact
Massachusetts
$7.57M – – –
TD Asset Management
45
TD Asset Management
Ontario, Canada
$7.52M +$4.15M +140,012 +106%
AllianceBernstein
46
AllianceBernstein
Tennessee
$7.09M -$2.15M -72,595 -22%
LGM
47
Logos Global Management
California
$6.92M +$7.41M +250,000 New
Millennium Management
48
Millennium Management
New York
$6.86M -$3.75M -126,274 -34%
Citadel Advisors
49
Citadel Advisors
Florida
$6.82M +$7.31M +246,458 New
Bessemer Group
50
Bessemer Group
New Jersey
$6.74M -$5.9M -199,000 -45%
1
2
3 4 5

RVMD Hedge Fund Activity: Q3 2023 in Review

168 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Revolution Medicines (RVMD) for Q3 2023, worth a combined $3.11B — up 3.9% from $2.99B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new RVMD positions and 13 closed out — a net gain of 29 holders — while 60 added to existing stakes and 39 trimmed.

The largest buyer was Perceptive Advisors, opening a new position worth an estimated $39.2M. The largest seller was BVF Inc, cutting an estimated $67.5M.

  • 168 institutional investors held Revolution Medicines (RVMD) as of Q3 2023, up from 139 in Q2 2023.
  • Funds reported $3.11B of Revolution Medicines stock for Q3 2023, up 3.9% quarter-over-quarter.
  • 42 funds opened new Revolution Medicines positions in Q3 2023 and 13 closed out, a net change of +29 holders.
  • The largest Revolution Medicines buyer in Q3 2023 was Perceptive Advisors, an estimated $39.2M added.
  • The largest Revolution Medicines seller in Q3 2023 was BVF Inc, an estimated $67.5M sold.

Based on aggregated 13F filings for Q3 2023.