Revolution Medicines
RVMD
152 hedge funds and large institutions have $2.34B invested in Revolution Medicines in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 31 reducing their positions, and 15 closing their positions.
361% more call options, than puts
Call options by funds: $3.95M | Put options by funds: $857K
145% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 31
120% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 15
13% more funds holding
Funds holding: 134 → 152 (+18)
13% more capital invested
Capital invested by funds: $2.07B → $2.34B (+$269M)
5.89% more ownership
Funds ownership: 98.07% → 103.95% (+5.9%)
33% less funds holding in top 10
Funds holding in top 10: 12 → 8 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
Woodline Partners
San Francisco,
California
|
+$73.2M |
| 2 |
BBA
Baker Bros. Advisors
New York
|
+$60.8M |
| 3 |
Holocene Advisors
New York
|
+$51.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$42.9M |
| 5 |
BI
BVF Inc
San Francisco,
California
|
+$41.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cormorant Asset Management
Boston,
Massachusetts
|
-$45.1M |
| 2 |
TGI
TRV GP III
Boston,
Massachusetts
|
-$38.2M |
| 3 |
TGI
TRV GP IV
Boston,
Massachusetts
|
-$33.8M |
| 4 |
APM
Avidity Partners Management
Dallas,
Texas
|
-$27.8M |
| 5 |
CC
Casdin Capital
New York
|
-$17.6M |
RVMD Hedge Fund Activity: Q1 2023 in Review
152 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Revolution Medicines (RVMD) for Q1 2023, worth a combined $2.34B — up 13% from $2.07B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new RVMD positions and 15 closed out — a net gain of 18 holders — while 76 added to existing stakes and 31 trimmed.
The largest buyer was Woodline Partners, adding an estimated $73.2M. The largest seller was Cormorant Asset Management, exiting entirely with an estimated $45.1M sold.
- 152 institutional investors held Revolution Medicines (RVMD) as of Q1 2023, up from 134 in Q4 2022.
- Funds reported $2.34B of Revolution Medicines stock for Q1 2023, up 13% quarter-over-quarter.
- 33 funds opened new Revolution Medicines positions in Q1 2023 and 15 closed out, a net change of +18 holders.
- The largest Revolution Medicines buyer in Q1 2023 was Woodline Partners, an estimated $73.2M added.
- The largest Revolution Medicines seller in Q1 2023 was Cormorant Asset Management, an estimated $45.1M sold.
Based on aggregated 13F filings for Q1 2023.