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
- 17
- Reported value
- $10.3bn
- Buyers
- 16
- Sellers
- 23
Breadth -7 among 91 comparable managers.
Amgen Inc
- Holders
- 23
- Reported value
- $24.9bn
- Buyers
- 19
- Sellers
- 13
Breadth +6 among 91 comparable managers.
Who holds both, Q2 2026
Both (9)
Capital World Investors, Fidelity (FMR LLC), Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, T. Rowe Price Associates Inc, Two Sigma Investments LP, Wellington Management Group LLP, Woodline Partners LP
Only RVMD (8)
AQR Capital Management LLC, Baillie Gifford & Co, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Freestone Grove Partners LP, Holocene Advisors LP, MFS Investment Management, Moore Capital Management LP
Only AMGN (14)
AllianceBernstein LP, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Hudson Bay Capital Management LP, Invesco Ltd, Neuberger Berman Group LLC, PDT Partners LLC, Squarepoint Ops LLC, Walleye Capital LLC
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.