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Monte Rosa Therapeutics

68 hedge funds and large institutions have $272M invested in Monte Rosa Therapeutics in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 10

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.08% less ownership

Funds ownership: 80.57%80.49% (-0.08%)

1% less funds holding

Funds holding: 6968 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

12% less capital invested

Capital invested by funds: $310M → $272M (-$37.5M)

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
33
Reduced
10
Closed
10
Calls
$511K
Puts
Net Calls
+$511K
Net Calls Change
-$83K
Name Holding Trade Value Shares
Change
Change in
Stake
NMC
1
NEA Management Company
Maryland
$52.7M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$44.8M +$806K +124,693 +2%
ACA
3
Avoro Capital Advisors
New York
$31.1M +$1.36M +210,000 +5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$26.7M +$1.31M +203,004 +5%
BlackRock
5
BlackRock
New York
$26.4M +$1.62M +250,935 +7%
BBA
6
Baker Bros. Advisors
New York
$20.7M +$17.1M +2,648,856 +706%
Vanguard Group
7
Vanguard Group
Pennsylvania
$10.7M +$707K +109,354 +8%
ACM
8
Aisling Capital Management
New York
$10.1M
AI
9
Alphabet Inc
California
$10M
Citadel Advisors
10
Citadel Advisors
Florida
$5.29M +$11.4K +1,763 +0.2%
ECM
11
ExodusPoint Capital Management
New York
$4.59M +$2.64M +407,902 +156%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.2M +$195K +30,142 +5%
State Street
13
State Street
Massachusetts
$4.08M +$416K +64,289 +12%
CC
14
Casdin Capital
New York
$3.5M
Northern Trust
15
Northern Trust
Illinois
$2.94M +$1.15M +177,962 +71%
Charles Schwab
16
Charles Schwab
California
$1.58M +$37.7K +5,832 +3%
N
17
Nuveen
North Carolina
$966K +$190K +29,379 +26%
CS
18
Candriam SCA
Luxembourg
$925K +$873K +135,000 New
TD Asset Management
19
TD Asset Management
Ontario, Canada
$799K -$157K -24,236 -17%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$716K +$8.19K +1,267 +1%
UOC
21
UBS O'Connor
Illinois
$688K +$32K +4,950 +5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$645K +$36.4K +5,635 +6%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$636K +$3.25K +502 +0.5%
Swiss National Bank
24
Swiss National Bank
Switzerland
$625K +$320K +49,500 +118%
Bank of America
25
Bank of America
North Carolina
$576K +$221K +34,140 +68%

GLUE Hedge Fund Activity: Q2 2023 in Review

68 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Monte Rosa Therapeutics (GLUE) for Q2 2023, worth a combined $272M — down 12% from $310M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of GLUE and 9 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 33 added.

The largest buyer was Baker Bros. Advisors, adding an estimated $17.1M. The largest seller was Cormorant Asset Management, exiting entirely with an estimated $22.5M sold.

  • 68 institutional investors held Monte Rosa Therapeutics (GLUE) as of Q2 2023, down from 69 in Q1 2023.
  • Funds reported $272M of Monte Rosa Therapeutics stock for Q2 2023, down 12% quarter-over-quarter.
  • 9 funds opened new Monte Rosa Therapeutics positions in Q2 2023 and 10 closed out, a net change of -1 holder.
  • The largest Monte Rosa Therapeutics buyer in Q2 2023 was Baker Bros. Advisors, an estimated $17.1M added.
  • The largest Monte Rosa Therapeutics seller in Q2 2023 was Cormorant Asset Management, an estimated $22.5M sold.

Based on aggregated 13F filings for Q2 2023.