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Revolution Medicines

281 hedge funds and large institutions have $8.45B invested in Revolution Medicines in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 123 increasing their positions, 59 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 59

107% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 30

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

10% more funds holding

Funds holding: 255281 (+26)

9% more capital invested

Capital invested by funds: $7.74B → $8.45B (+$705M)

3.71% more ownership

Funds ownership: 102.16%105.87% (+3.7%)

16% less call options, than puts

Call options by funds: $42.3M | Put options by funds: $50.2M

Holders
281
Holders Change
+26
Holders Change %
+10.2%
% of All Funds
3.7%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.3%
New
62
Increased
123
Reduced
59
Closed
30
Calls
$42.3M
Puts
$50.2M
Net Calls
-$7.95M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$748M +$110M +2,185,082 +15%
BlackRock
2
BlackRock
New York
$644M +$43M +852,690 +6%
FCM
3
Farallon Capital Management
California
$579M +$97.5M +1,931,000 +17%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$473M -$29.3M -579,703 -5%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$415M +$169M +3,346,755 +55%
BBA
6
Baker Bros. Advisors
New York
$347M +$18.6M +367,882 +5%
NI
7
Nextech Invest
Switzerland
$332M +$65.8M +1,304,347 +21%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$295M +$43.7M +866,190 +15%
PBA
9
Paradigm Biocapital Advisors
New York
$287M +$62.5M +1,239,022 +23%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$257M +$27.9M +552,657 +10%
State Street
11
State Street
Massachusetts
$253M +$25.8M +512,168 +10%
BG
12
Bellevue Group
Switzerland
$192M -$24.4M -484,460 -10%
BCM
13
Boxer Capital Management
California
$187M +$216M +4,279,464 New
BI
14
BVF Inc
California
$183M +$35.5M +702,567 +20%
AI
15
Alphabet Inc
California
$181M -$6.2M -122,898 -3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$180M +$23.2M +459,174 +13%
WP
17
Woodline Partners
California
$170M +$22.8M +452,000 +13%
JP Morgan Chase
18
JP Morgan Chase
New York
$167M -$15.6M -308,571 -7%
CC
19
Casdin Capital
New York
$162M -$20.9M -415,000 -10%
DM
20
Deerfield Management
New York
$143M +$17.4M +345,640 +12%
Holocene Advisors
21
Holocene Advisors
New York
$131M +$42.8M +847,149 +39%
ACM
22
AH Capital Management
California
$120M
Goldman Sachs
23
Goldman Sachs
New York
$115M +$13.9M +275,550 +12%
LHR
24
Lunate Holding RSC
United Arab Emirates
$96.1M +$111M +2,196,200 New
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$86.5M +$7.4M +146,699 +8%

RVMD Hedge Fund Activity: Q4 2024 in Review

281 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Revolution Medicines (RVMD) for Q4 2024, worth a combined $8.45B — up 9.1% from $7.74B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new RVMD positions and 30 closed out — a net gain of 32 holders — while 123 added to existing stakes and 59 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $169M. The largest seller was Wellington Management Group, cutting an estimated $29.3M.

  • 281 institutional investors held Revolution Medicines (RVMD) as of Q4 2024, up from 255 in Q3 2024.
  • Funds reported $8.45B of Revolution Medicines stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 62 funds opened new Revolution Medicines positions in Q4 2024 and 30 closed out, a net change of +32 holders.
  • The largest Revolution Medicines buyer in Q4 2024 was Janus Henderson Group, an estimated $169M added.
  • The largest Revolution Medicines seller in Q4 2024 was Wellington Management Group, an estimated $29.3M sold.

Based on aggregated 13F filings for Q4 2024.