Revolution Medicines
RVMD
90 hedge funds and large institutions have $1.98B invested in Revolution Medicines in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 11 reducing their positions, and 12 closing their positions.
255% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 11
108% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 12
33% more capital invested
Capital invested by funds: $1.49B → $1.98B (+$495M)
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
17% more funds holding
Funds holding: 77 → 90 (+13)
6.35% more ownership
Funds ownership: 80.05% → 86.4% (+6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$59M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$55M |
| 3 |
BlackRock
New York
|
+$39.6M |
| 4 |
BI
BVF Inc
San Francisco,
California
|
+$36.1M |
| 5 |
State Street
Boston,
Massachusetts
|
+$22.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TGI
TRV GP III
Boston,
Massachusetts
|
-$27.7M |
| 2 |
ACA
Avoro Capital Advisors
New York
|
-$9.6M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$4.21M |
| 4 |
PA
Perceptive Advisors
New York
|
-$3.48M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$3.09M |
RVMD Hedge Fund Activity: Q3 2020 in Review
90 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Revolution Medicines (RVMD) for Q3 2020, worth a combined $1.98B — up 33% from $1.49B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new RVMD positions and 12 closed out — a net gain of 13 holders — while 39 added to existing stakes and 11 trimmed.
The largest buyer was Vanguard Group, adding an estimated $59M. The largest seller was TRV GP III, cutting an estimated $27.7M.
- 90 institutional investors held Revolution Medicines (RVMD) as of Q3 2020, up from 77 in Q2 2020.
- Funds reported $1.98B of Revolution Medicines stock for Q3 2020, up 33% quarter-over-quarter.
- 25 funds opened new Revolution Medicines positions in Q3 2020 and 12 closed out, a net change of +13 holders.
- The largest Revolution Medicines buyer in Q3 2020 was Vanguard Group, an estimated $59M added.
- The largest Revolution Medicines seller in Q3 2020 was TRV GP III, an estimated $27.7M sold.
Based on aggregated 13F filings for Q3 2020.