Holders over time
- RVMD
- AMGN
| Quarter | RVMD | AMGN |
|---|---|---|
| Q3 2020 | 3 holders, $388m | 16 holders, $16.3bn |
| Q4 2020 | 4 holders, $451m | 19 holders, $14.0bn |
| Q1 2021 | 5 holders, $846m | 16 holders, $14.5bn |
| Q2 2021 | 5 holders, $325m | 23 holders, $13.8bn |
| Q3 2021 | 3 holders, $133m | 24 holders, $11.6bn |
| Q4 2021 | 3 holders, $174m | 21 holders, $10.4bn |
| Q1 2022 | 3 holders, $174m | 23 holders, $9.9bn |
| Q2 2022 | 3 holders, $189m | 28 holders, $9.7bn |
| Q3 2022 | 3 holders, $206m | 21 holders, $7.9bn |
| Q4 2022 | 3 holders, $263m | 24 holders, $9.3bn |
| Q1 2023 | 5 holders, $526m | 22 holders, $8.4bn |
| Q2 2023 | 7 holders, $685m | 26 holders, $7.4bn |
| Q3 2023 | 8 holders, $766m | 26 holders, $8.7bn |
| Q4 2023 | 8 holders, $1.0bn | 24 holders, $8.4bn |
| Q1 2024 | 10 holders, $1.3bn | 25 holders, $6.7bn |
| Q2 2024 | 9 holders, $1.6bn | 20 holders, $8.0bn |
| Q3 2024 | 10 holders, $1.9bn | 21 holders, $8.8bn |
| Q4 2024 | 11 holders, $2.2bn | 20 holders, $8.2bn |
| Q1 2025 | 7 holders, $1.7bn | 25 holders, $12.0bn |
| Q2 2025 | 8 holders, $1.7bn | 20 holders, $10.2bn |
| Q3 2025 | 7 holders, $2.2bn | 17 holders, $10.4bn |
| Q4 2025 | 18 holders, $4.3bn | 19 holders, $18.0bn |
| Q1 2026 | 15 holders, $4.8bn | 15 holders, $21.4bn |
| Q2 2026 | 17 holders, $10.3bn | 23 holders, $24.9bn |
Revolution Medicines Inc
- Holders
- 15
- Reported value
- $4.8bn
- Buyers
- 14
- Sellers
- 20
Breadth -6 among 91 comparable managers.
Amgen Inc
- Holders
- 15
- Reported value
- $21.4bn
- Buyers
- 17
- Sellers
- 15
Breadth +2 among 91 comparable managers.
Who holds both, Q1 2026
Both (5)
Fidelity (FMR LLC), Janus Henderson Group Ltd, Man Group PLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only RVMD (10)
Baillie Gifford & Co, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Farallon Capital Management LLC, Holocene Advisors LP, Moore Capital Management LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.