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Revolution Medicines

142 hedge funds and large institutions have $1.74B invested in Revolution Medicines in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 22

73% more call options, than puts

Call options by funds: $2.56M | Put options by funds: $1.48M

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

17% more capital invested

Capital invested by funds: $1.49B → $1.74B (+$254M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5% more funds holding

Funds holding: 135142 (+7)

2.22% less ownership

Funds ownership: 102.98%100.76% (-2.2%)

Holders
142
Holders Change
+7
Holders Change %
+5.19%
% of All Funds
2.45%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
23
Increased
73
Reduced
22
Closed
16
Calls
$2.56M
Puts
$1.48M
Net Calls
+$1.08M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$3.35M +$3.06M +139,256 +454%
MB
52
MPM BioImpact
Massachusetts
$2.88M
Swiss National Bank
53
Swiss National Bank
Switzerland
$2.81M +$837K +38,100 +37%
Two Sigma Investments
54
Two Sigma Investments
New York
$2.73M +$1.84M +83,950 +154%
AG
55
Algert Global
California
$2.53M +$2.3M +104,730 +448%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$2.26M +$2.09M +94,959 +484%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$2.13M +$378K +17,199 +19%
PVI
58
Pura Vida Investments
New York
$1.87M +$2.09M +95,000 New
TD Asset Management
59
TD Asset Management
Ontario, Canada
$1.84M +$305K +13,876 +17%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.74M +$104K +4,729 +6%
Deutsche Bank
61
Deutsche Bank
Germany
$1.63M -$26.2K -1,193 -1%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$1.6M +$362K +16,491 +26%
Renaissance Technologies
63
Renaissance Technologies
New York
$1.36M +$1.51M +68,900 New
State of Wisconsin Investment Board
64
State of Wisconsin Investment Board
Wisconsin
$1.21M +$234K +10,626 +21%
JMPWA
65
JP Morgan Private Wealth Advisors
California
$1.12M -$465K -21,159 -27%
CS
66
Credit Suisse
Switzerland
$1.1M +$338K +15,366 +38%
DA
67
Duality Advisers
Florida
$1.1M +$1.23M +55,772 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
68
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.08M +$1.21M +55,000 New
Legal & General Group
69
Legal & General Group
United Kingdom
$1.04M +$191K +8,691 +20%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$989K +$162K +7,391 +17%
HP
71
Harbourvest Partners
Massachusetts
$869K +$968K +44,045 New
UBS AM
72
UBS AM
Illinois
$868K +$10.1K +461 +1%
TRSOTSOK
73
Teachers Retirement System of the State of Kentucky
Kentucky
$842K +$938K +42,688 New
HS
74
HighVista Strategies
Massachusetts
$829K +$470K +21,371 +103%
MIM
75
MetLife Investment Management
New Jersey
$779K +$116K +5,261 +15%

RVMD Hedge Fund Activity: Q3 2022 in Review

142 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Revolution Medicines (RVMD) for Q3 2022, worth a combined $1.74B — up 17% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RVMD positions and 16 closed out — a net gain of 7 holders — while 73 added to existing stakes and 22 trimmed.

The largest buyer was Deerfield Management, adding an estimated $44M. The largest seller was EcoR1 Capital, cutting an estimated $54.4M.

  • 142 institutional investors held Revolution Medicines (RVMD) as of Q3 2022, up from 135 in Q2 2022.
  • Funds reported $1.74B of Revolution Medicines stock for Q3 2022, up 17% quarter-over-quarter.
  • 23 funds opened new Revolution Medicines positions in Q3 2022 and 16 closed out, a net change of +7 holders.
  • The largest Revolution Medicines buyer in Q3 2022 was Deerfield Management, an estimated $44M added.
  • The largest Revolution Medicines seller in Q3 2022 was EcoR1 Capital, an estimated $54.4M sold.

Based on aggregated 13F filings for Q3 2022.