Revolution Medicines
RVMD
223 hedge funds and large institutions have $6.54B invested in Revolution Medicines in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 25 closing their positions.
60% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 25
42% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 59
34% more call options, than puts
Call options by funds: $10.7M | Put options by funds: $7.97M
29% more funds holding in top 10
Funds holding in top 10: 14 → 18 (+4)
26% more capital invested
Capital invested by funds: $5.18B → $6.54B (+$1.36B)
6% more funds holding
Funds holding: 210 → 223 (+13)
4.55% more ownership
Funds ownership: 97.52% → 102.07% (+4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PBA
Paradigm Biocapital Advisors
New York
|
+$87.6M |
| 2 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$84.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$54.5M |
| 4 |
LGM
Logos Global Management
San Francisco,
California
|
+$44.9M |
| 5 |
BlackRock
New York
|
+$41.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Casdin Capital
New York
|
-$45.3M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$39.4M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$35.2M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$26.9M |
| 5 |
PA
Perceptive Advisors
New York
|
-$19.9M |
RVMD Hedge Fund Activity: Q2 2024 in Review
223 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Revolution Medicines (RVMD) for Q2 2024, worth a combined $6.54B — up 26% from $5.18B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new RVMD positions and 25 closed out — a net gain of 15 holders — while 84 added to existing stakes and 59 trimmed.
The largest buyer was Paradigm Biocapital Advisors, adding an estimated $87.6M. The largest seller was Casdin Capital, cutting an estimated $45.3M.
- 223 institutional investors held Revolution Medicines (RVMD) as of Q2 2024, up from 210 in Q1 2024.
- Funds reported $6.54B of Revolution Medicines stock for Q2 2024, up 26% quarter-over-quarter.
- 40 funds opened new Revolution Medicines positions in Q2 2024 and 25 closed out, a net change of +15 holders.
- The largest Revolution Medicines buyer in Q2 2024 was Paradigm Biocapital Advisors, an estimated $87.6M added.
- The largest Revolution Medicines seller in Q2 2024 was Casdin Capital, an estimated $45.3M sold.
Based on aggregated 13F filings for Q2 2024.