Revolution Medicines
RVMD
126 hedge funds and large institutions have $1.89B invested in Revolution Medicines in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 7 closing their positions.
176% more call options, than puts
Call options by funds: $3.22M | Put options by funds: $1.17M
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
29% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 34
8% more funds holding
Funds holding: 117 → 126 (+9)
2% more capital invested
Capital invested by funds: $1.85B → $1.89B (+$40.6M)
0.85% more ownership
Funds ownership: 99.51% → 100.36% (+0.85%)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EcoR1 Capital
San Francisco,
California
|
+$27.7M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$27.1M |
| 3 |
NI
Nextech Invest
Zurich,
Switzerland
|
+$21.1M |
| 4 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$10.9M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$8.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$70.4M |
| 2 |
WP
Woodline Partners
San Francisco,
California
|
-$13M |
| 3 |
CAM
Cormorant Asset Management
Boston,
Massachusetts
|
-$9.51M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$9.29M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$6.47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
N
126
Natixis
Paris,
France
| – | -$332K | -13,200 | Closed |
|
|
FQ
127
First Quadrant
Glendale,
California
| – | -$269K | -10,700 | Closed |
|
|
DTL
128
Dynamic Technology Lab
Singapore
| – | -$225K | -8,944 | Closed |
|
|
PHK
129
Point72 Hong Kong
Hong Kong
| – | -$63K | -2,485 | Closed |
|
|
C
130
Covestor
London,
United Kingdom
| – | -$87 | -4 | -24% |
|
|
SOW
131
State of Wyoming
Cheyenne,
Wyoming
| – | +$65 | +3 | +25% |
|
132
Osaic Holdings
Scottsdale,
Arizona
| – | +$196 | +9 | +100% |
|
|
AF
133
Allworth Financial
Folsom,
California
| – | +$239 | +11 | New |
|
RVMD Hedge Fund Activity: Q1 2022 in Review
126 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Revolution Medicines (RVMD) for Q1 2022, worth a combined $1.89B — up 2.2% from $1.85B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new RVMD positions and 7 closed out — a net gain of 10 holders — while 44 added to existing stakes and 34 trimmed.
The largest buyer was EcoR1 Capital, opening a new position worth an estimated $27.7M. The largest seller was Fidelity Investments, cutting an estimated $70.4M.
- 126 institutional investors held Revolution Medicines (RVMD) as of Q1 2022, up from 117 in Q4 2021.
- Funds reported $1.89B of Revolution Medicines stock for Q1 2022, up 2.2% quarter-over-quarter.
- 17 funds opened new Revolution Medicines positions in Q1 2022 and 7 closed out, a net change of +10 holders.
- The largest Revolution Medicines buyer in Q1 2022 was EcoR1 Capital, an estimated $27.7M added.
- The largest Revolution Medicines seller in Q1 2022 was Fidelity Investments, an estimated $70.4M sold.
Based on aggregated 13F filings for Q1 2022.