Revolution Medicines
RVMD
114 hedge funds and large institutions have $1.99B invested in Revolution Medicines in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 27 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 30
2.45% more ownership
Funds ownership: 95.81% → 98.26% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
1% less call options, than puts
Call options by funds: $1.58M | Put options by funds: $1.6M
11% less capital invested
Capital invested by funds: $2.23B → $1.99B (-$243M)
12% less funds holding
Funds holding: 130 → 114 (-16)
59% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BG
Bellevue Group
Kuesnacht,
Switzerland
|
+$46.7M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$29.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$28.3M |
| 4 |
CC
Casdin Capital
New York
|
+$14.4M |
| 5 |
State Street
Boston,
Massachusetts
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$50.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$30.3M |
| 3 |
Morgan Stanley
New York
|
-$12.4M |
| 4 |
Blackstone Inc
New York
|
-$11.6M |
| 5 |
CAM
Cormorant Asset Management
Boston,
Massachusetts
|
-$5.63M |
RVMD Hedge Fund Activity: Q3 2021 in Review
114 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Revolution Medicines (RVMD) for Q3 2021, worth a combined $1.99B — down 11% from $2.23B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of RVMD and 11 opened new positions — a net loss of 16 holders — while 30 trimmed existing stakes and 38 added.
The largest buyer was Bellevue Group, adding an estimated $46.7M. The largest seller was Fidelity Investments, cutting an estimated $50.5M.
- 114 institutional investors held Revolution Medicines (RVMD) as of Q3 2021, down from 130 in Q2 2021.
- Funds reported $1.99B of Revolution Medicines stock for Q3 2021, down 11% quarter-over-quarter.
- 11 funds opened new Revolution Medicines positions in Q3 2021 and 27 closed out, a net change of -16 holders.
- The largest Revolution Medicines buyer in Q3 2021 was Bellevue Group, an estimated $46.7M added.
- The largest Revolution Medicines seller in Q3 2021 was Fidelity Investments, an estimated $50.5M sold.
Based on aggregated 13F filings for Q3 2021.