Revolution Medicines
RVMD
77 hedge funds and large institutions have $1.49B invested in Revolution Medicines in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 17 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 16
45% more capital invested
Capital invested by funds: $1.03B → $1.49B (+$460M)
24% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 17
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
5% more funds holding
Funds holding: 73 → 77 (+4)
2.46% less ownership
Funds ownership: 82.5% → 80.05% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$39M |
| 2 |
BlackRock
New York
|
+$9.68M |
| 3 |
JP Morgan Chase
New York
|
+$8.18M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.2M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$4.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
BVF Inc
San Francisco,
California
|
-$18.9M |
| 2 |
RG
Redmile Group
San Francisco,
California
|
-$6.65M |
| 3 |
O
OrbiMed
New York
|
-$6.57M |
| 4 |
ACA
Avoro Capital Advisors
New York
|
-$4.59M |
| 5 |
Jennison Associates
New York
|
-$4.39M |
RVMD Hedge Fund Activity: Q2 2020 in Review
77 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Revolution Medicines (RVMD) for Q2 2020, worth a combined $1.49B — up 45% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new RVMD positions and 17 closed out — a net gain of 4 holders — while 24 added to existing stakes and 16 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $39M. The largest seller was BVF Inc, cutting an estimated $18.9M.
- 77 institutional investors held Revolution Medicines (RVMD) as of Q2 2020, up from 73 in Q1 2020.
- Funds reported $1.49B of Revolution Medicines stock for Q2 2020, up 45% quarter-over-quarter.
- 21 funds opened new Revolution Medicines positions in Q2 2020 and 17 closed out, a net change of +4 holders.
- The largest Revolution Medicines buyer in Q2 2020 was Fidelity Investments, an estimated $39M added.
- The largest Revolution Medicines seller in Q2 2020 was BVF Inc, an estimated $18.9M sold.
Based on aggregated 13F filings for Q2 2020.