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Revolution Medicines

117 hedge funds and large institutions have $1.85B invested in Revolution Medicines in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $2.28M | Put options by funds: $1.27M

38% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 29

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3% more funds holding

Funds holding: 114117 (+3)

1.25% more ownership

Funds ownership: 98.26%99.51% (+1.3%)

7% less capital invested

Capital invested by funds: $1.99B → $1.85B (-$144M)

Holders
117
Holders Change
+3
Holders Change %
+2.63%
% of All Funds
1.8%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
19
Increased
40
Reduced
29
Closed
15
Calls
$2.28M
Puts
$1.27M
Net Calls
+$1.01M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$159M +$1.67M +59,411 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$154M -$47.8M -1,696,160 -22%
TGI
3
TRV GP III
Massachusetts
$139M
BlackRock
4
BlackRock
New York
$138M +$10.4M +369,181 +7%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$114M -$739K -26,207 -0.6%
BC
6
Boxer Capital
California
$87.7M
BG
7
Bellevue Group
Switzerland
$87.3M +$320K +11,357 +0.3%
CG
8
Column Group
California
$84.3M
NI
9
Nextech Invest
Switzerland
$74.7M +$83.7M +2,968,214 New
WP
10
Woodline Partners
California
$73.7M +$58.1M +2,060,554 +237%
State Street
11
State Street
Massachusetts
$69.3M -$1.54M -54,539 -2%
FCM
12
Farallon Capital Management
California
$69.2M
CAM
13
Cormorant Asset Management
Massachusetts
$61.2M -$20.1M -712,848 -23%
CC
14
Casdin Capital
New York
$59.7M -$12.1M -430,000 -15%
BI
15
BVF Inc
California
$45.6M -$19M -674,500 -27%
TGI
16
TRV GP IV
Massachusetts
$35.7M
JP Morgan Chase
17
JP Morgan Chase
New York
$32.3M -$1.04M -36,943 -3%
Capital World Investors
18
Capital World Investors
California
$30.9M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$27.8M +$636K +22,558 +2%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$26.6M +$1.01M +35,925 +4%
Ameriprise
21
Ameriprise
Minnesota
$24.2M +$58.3K +2,069 +0.2%
DM
22
Deerfield Management
New York
$22.4M -$19M -674,125 -43%
Goldman Sachs
23
Goldman Sachs
New York
$17.5M -$7.88M -279,695 -29%
PIM
24
Ponoi II Management
California
$17.2M
PM
25
Ponoi Management
California
$17.2M

RVMD Hedge Fund Activity: Q4 2021 in Review

117 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Revolution Medicines (RVMD) for Q4 2021, worth a combined $1.85B — down 7.2% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RVMD positions and 15 closed out — a net gain of 4 holders — while 40 added to existing stakes and 29 trimmed.

The largest buyer was Woodline Partners, adding an estimated $58.1M. The largest seller was Fidelity Investments, cutting an estimated $47.8M.

  • 117 institutional investors held Revolution Medicines (RVMD) as of Q4 2021, up from 114 in Q3 2021.
  • Funds reported $1.85B of Revolution Medicines stock for Q4 2021, down 7.2% quarter-over-quarter.
  • 19 funds opened new Revolution Medicines positions in Q4 2021 and 15 closed out, a net change of +4 holders.
  • The largest Revolution Medicines buyer in Q4 2021 was Woodline Partners, an estimated $58.1M added.
  • The largest Revolution Medicines seller in Q4 2021 was Fidelity Investments, an estimated $47.8M sold.

Based on aggregated 13F filings for Q4 2021.