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Revolution Medicines
RVMD

139 hedge funds and large institutions have $2.99B invested in Revolution Medicines in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $5.09M | Put options by funds: $2.71M

36% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 42

28% more capital invested

Capital invested by funds: $2.34B → $2.99B (+$651M)

1.36% more ownership

Funds ownership: 103.95% → 105.32% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

9% less funds holding

Funds holding: 152 → 139 (-13)

50% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 24

Holders
139
Holders Change
-13
Holders Change %
-8.55%
% of All Funds
2.18%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
12
Increased
57
Reduced
42
Closed
24
Calls
$5.09M
Puts
$2.71M
Net Calls
+$2.38M
Net Calls Change
-$713K

Top Buyers

Rank Fund Capital Flow
1
EC
EcoR1 Capital
California
+$45.3M
2
BI
BVF Inc
California
+$31.9M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$23.7M
4
DM
Deerfield Management
New York
+$22.6M
5
BlackRock
BlackRock
New York
+$19.4M

Top Sellers

Rank Fund Capital Flow
1
CG
Column Group
California
-$49.1M
2
Bank of America
Bank of America
North Carolina
-$17.7M
3
FCM
Farallon Capital Management
California
-$12.3M
4
Goldman Sachs
Goldman Sachs
New York
-$10.8M
5
MGB
Mass General Brigham
Massachusetts
-$7.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
76
American International Group
New York
$1.31M +$168K +6,841 +16%
Deutsche Bank
77
Deutsche Bank
Germany
$1.25M -$1.46M -59,654 -56%
JMPWA
78
JP Morgan Private Wealth Advisors
California
$1.23M – – –
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$1.13M -$156K -6,348 -13%
Ensign Peak Advisors
80
Ensign Peak Advisors
Utah
$1.12M – – –
VOYA Investment Management
81
VOYA Investment Management
Georgia
$1.07M +$168K +6,847 +21%
TRSOTSOK
82
Teachers Retirement System of the State of Kentucky
Kentucky
$1.06M -$95.5K -3,894 -9%
Blackstone Inc
83
Blackstone Inc
New York
$995K – – –
National Bank of Canada
84
National Bank of Canada
Quebec, Canada
$826K – – –
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$770K +$210K +8,570 +42%
Squarepoint
86
Squarepoint
New York
$714K +$655K +26,679 New
Principal Financial Group
87
Principal Financial Group
Iowa
$678K +$68K +2,773 +12%
GCM
88
Ghisallo Capital Management
Massachusetts
$669K – – –
DFCM
89
Dark Forest Capital Management
Puerto Rico
$620K +$568K +23,162 New
FT
90
Fiduciary Trust
Massachusetts
$618K – – –
ASRS
91
Arizona State Retirement System
Arizona
$558K -$42.9K -1,748 -8%
Teacher Retirement System of Texas
92
Teacher Retirement System of Texas
Texas
$539K -$52K -2,121 -10%
ProShare Advisors
93
ProShare Advisors
Maryland
$537K +$87.3K +3,558 +22%
GCP
94
GSA Capital Partners
United Kingdom
$502K -$505K -20,595 -52%
FIM
95
Fernwood Investment Management
Massachusetts
$484K – – –
EFM
96
E Fund Management
China
$467K -$27.8K -1,134 -6%
EAM
97
Erste Asset Management
Austria
$456K – – –
American Century Companies
98
American Century Companies
Missouri
$432K -$13.4K -546 -3%
Public Employees Retirement Association of Colorado
99
Public Employees Retirement Association of Colorado
Colorado
$402K – – –
AB
100
Amalgamated Bank
New York
$396K +$126K +5,151 +53%
2 3
4
5 6

RVMD Hedge Fund Activity: Q2 2023 in Review

139 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Revolution Medicines (RVMD) for Q2 2023, worth a combined $2.99B — up 28% from $2.34B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of RVMD and 12 opened new positions — a net loss of 12 holders — while 42 trimmed existing stakes and 57 added.

The largest buyer was EcoR1 Capital, adding an estimated $45.3M. The largest seller was Column Group, cutting an estimated $49.1M.

  • 139 institutional investors held Revolution Medicines (RVMD) as of Q2 2023, down from 152 in Q1 2023.
  • Funds reported $2.99B of Revolution Medicines stock for Q2 2023, up 28% quarter-over-quarter.
  • 12 funds opened new Revolution Medicines positions in Q2 2023 and 24 closed out, a net change of -12 holders.
  • The largest Revolution Medicines buyer in Q2 2023 was EcoR1 Capital, an estimated $45.3M added.
  • The largest Revolution Medicines seller in Q2 2023 was Column Group, an estimated $49.1M sold.

Based on aggregated 13F filings for Q2 2023.