Revolution Medicines
RVMD
135 hedge funds and large institutions have $1.49B invested in Revolution Medicines in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 9 closing their positions.
144% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 9
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
7% more funds holding
Funds holding: 126 → 135 (+9)
2.62% more ownership
Funds ownership: 100.36% → 102.98% (+2.6%)
5% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 40
21% less capital invested
Capital invested by funds: $1.89B → $1.49B (-$397M)
99% less call options, than puts
Call options by funds: $6K | Put options by funds: $488K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EcoR1 Capital
San Francisco,
California
|
+$58.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$40.6M |
| 3 |
APM
Avidity Partners Management
Dallas,
Texas
|
+$25.8M |
| 4 |
CG
Column Group
San Francisco,
California
|
+$20.4M |
| 5 |
JP Morgan Chase
New York
|
+$9.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$54.5M |
| 2 |
WP
Woodline Partners
San Francisco,
California
|
-$40.2M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$31.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$9.56M |
| 5 |
TGI
TRV GP III
Boston,
Massachusetts
|
-$8.17M |
RVMD Hedge Fund Activity: Q2 2022 in Review
135 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Revolution Medicines (RVMD) for Q2 2022, worth a combined $1.49B — down 21% from $1.89B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new RVMD positions and 9 closed out — a net gain of 13 holders — while 42 added to existing stakes and 40 trimmed.
The largest buyer was EcoR1 Capital, adding an estimated $58.5M. The largest seller was Fidelity Investments, cutting an estimated $54.5M.
- 135 institutional investors held Revolution Medicines (RVMD) as of Q2 2022, up from 126 in Q1 2022.
- Funds reported $1.49B of Revolution Medicines stock for Q2 2022, down 21% quarter-over-quarter.
- 22 funds opened new Revolution Medicines positions in Q2 2022 and 9 closed out, a net change of +13 holders.
- The largest Revolution Medicines buyer in Q2 2022 was EcoR1 Capital, an estimated $58.5M added.
- The largest Revolution Medicines seller in Q2 2022 was Fidelity Investments, an estimated $54.5M sold.
Based on aggregated 13F filings for Q2 2022.