RVMD in the 13F filings
Revolution Medicines Inc · CUSIP 76155X100
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 16 Feb 2024
- latest of these filings; the earliest 12 Feb 2024
- Managers listing it
- 8
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 6 listed it in both
- Shares listed
- 35,561,497
- combined, among listed positions
- Reported value
- $1.0bn
- combined, at the quarter end
Among the 93 comparable managers: 5 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing RVMD in Q4 2023
8 of 8 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Wellington Management Group LLP | 14,882,086 | $427m | 0.08% | Added | +4,309,611 | 12 Feb 2024 (the filing on sec.gov) |
| Farallon Capital Management LLC | 6,736,854 | $193m | 0.88% | Added | +3,411,374 | 14 Feb 2024 (the filing on sec.gov) |
| T. Rowe Price Associates Inc | 4,636,353 | $133m | under 0.1% | Trimmed | -458,353 | 16 Feb 2024 (the filing on sec.gov) |
| Woodline Partners LP | 2,960,040 | $85m | 0.92% | Trimmed | -185,405 | 14 Feb 2024 (the filing on sec.gov) |
| Holocene Advisors LP | 2,882,155 | $83m | 0.32% | Added | +691,433 | 14 Feb 2024 (the filing on sec.gov) |
| Janus Henderson Group Ltd | 2,199,480 | $63m | under 0.1% | Trimmed | -41,259 | 14 Feb 2024 (the filing on sec.gov) |
| Marshall Wace LLP | 1,208,929 | $35m | 0.06% | Added | n.a. | 14 Feb 2024 (the filing on sec.gov) |
| Moore Capital Management LP | 55,600 | $1.6m | under 0.1% | New | new | 14 Feb 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Wellington Management Group LLPexisting position · 14,882,086 shares now+4,309,611
- Farallon Capital Management LLCexisting position · 6,736,854 shares now+3,411,374
- Holocene Advisors LPexisting position · 2,882,155 shares now+691,433
- Moore Capital Management LPnew position · 55,600 shares now+55,600
Reductions
- T. Rowe Price Associates Incexisting position · 4,636,353 shares now-458,353
- Woodline Partners LPexisting position · 2,960,040 shares now-185,405
- Janus Henderson Group Ltdexisting position · 2,199,480 shares now-41,259
New positions and exits
New (1)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q1 2020 | 4 | $21m | n.a. | n.a. |
| Q2 2020 | 1 | $29m | n.a. | n.a. |
| Q3 2020 | 3 | $388m | n.a. | n.a. |
| Q4 2020 | 4 | $451m | n.a. | n.a. |
| Q1 2021 | 5 | $846m | n.a. | n.a. |
| Q2 2021 | 5 | $325m | n.a. | n.a. |
| Q3 2021 | 3 | $133m | n.a. | n.a. |
| Q4 2021 | 3 | $174m | n.a. | n.a. |
| Q1 2022 | 3 | $174m | n.a. | n.a. |
| Q2 2022 | 3 | $189m | n.a. | n.a. |
| Q3 2022 | 3 | $206m | n.a. | n.a. |
| Q4 2022 | 3 | $263m | n.a. | n.a. |
| Q1 2023 | 5 | $526m | n.a. | n.a. |
| Q2 2023 | 7 | $685m | n.a. | n.a. |
| Q3 2023 | 8 | $766m | n.a. | n.a. |
| Q4 2023 | 8 | $1.0bn | 5 | 3 |
| Q1 2024 | 10 | $1.3bn | 7 | 2 |
| Q2 2024 | 9 | $1.6bn | 4 | 4 |
| Q3 2024 | 10 | $1.9bn | 6 | 3 |
| Q4 2024 | 11 | $2.2bn | 8 | 2 |
| Q1 2025 | 7 | $1.7bn | 5 | 1 |
| Q2 2025 | 8 | $1.7bn | 3 | 4 |
| Q3 2025 | 7 | $2.2bn | 3 | 3 |
| Q4 2025 | 18 | $4.3bn | 23 | 9 |
| Q1 2026 | 15 | $4.8bn | 14 | 20 |
| Q2 2026 | 17 | $10.3bn | 16 | 23 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
RVMD and GILD →RVMD and AMGN →RVMD and ARGX →Choose a stock to compare with RVMD →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own RVMD, latest filings →Back to the 13F Explorer →