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Monte Rosa Therapeutics

71 hedge funds and large institutions have $201M invested in Monte Rosa Therapeutics in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $580K

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

4.65% more ownership

Funds ownership: 80.49%85.14% (+4.6%)

4% more funds holding

Funds holding: 6871 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

26% less capital invested

Capital invested by funds: $272M → $201M (-$70.9M)

Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
31
Reduced
17
Closed
4
Calls
$1.36M
Puts
$580K
Net Calls
+$776K
Net Calls Change
+$265K
Name Holding Trade Value Shares
Change
Change in
Stake
NMC
1
NEA Management Company
Maryland
$36.8M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$28.8M -$3.48M -540,899 -8%
BBA
3
Baker Bros. Advisors
New York
$23.5M +$12.2M +1,892,144 +63%
ACA
4
Avoro Capital Advisors
New York
$21.7M
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$18.5M -$167K -25,951 -0.7%
BlackRock
6
BlackRock
New York
$17.7M -$1.07M -165,688 -4%
Vanguard Group
7
Vanguard Group
Pennsylvania
$7.8M +$461K +71,589 +5%
ACM
8
Aisling Capital Management
New York
$7.05M
AI
9
Alphabet Inc
California
$7.01M
Citadel Advisors
10
Citadel Advisors
Florida
$3.98M +$379K +58,846 +8%
OCA
11
Octagon Capital Advisors
New York
$3.89M +$5.11M +792,995 +3,985%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.1M +$221K +34,257 +6%
ECM
13
ExodusPoint Capital Management
New York
$2.97M -$323K -50,247 -8%
State Street
14
State Street
Massachusetts
$2.84M -$14.7K -2,277 -0.4%
CC
15
Casdin Capital
New York
$2.45M
Northern Trust
16
Northern Trust
Illinois
$2.13M +$99.6K +15,473 +4%
Charles Schwab
17
Charles Schwab
California
$1.16M +$79K +12,275 +5%
TD Asset Management
18
TD Asset Management
Ontario, Canada
$925K +$493K +76,550 +66%
N
19
Nuveen
North Carolina
$737K +$82.5K +12,815 +9%
CS
20
Candriam SCA
Luxembourg
$647K
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$501K +$167 +26 +0%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$451K -$225 -35 -0%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$445K
Renaissance Technologies
24
Renaissance Technologies
New York
$438K +$62.5K +9,700 +12%
Swiss National Bank
25
Swiss National Bank
Switzerland
$437K

GLUE Hedge Fund Activity: Q3 2023 in Review

71 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Monte Rosa Therapeutics (GLUE) for Q3 2023, worth a combined $201M — down 26% from $272M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GLUE positions and 4 closed out — a net gain of 3 holders — while 31 added to existing stakes and 17 trimmed.

The largest buyer was Baker Bros. Advisors, adding an estimated $12.2M. The largest seller was Fidelity Investments, cutting an estimated $3.48M.

  • 71 institutional investors held Monte Rosa Therapeutics (GLUE) as of Q3 2023, up from 68 in Q2 2023.
  • Funds reported $201M of Monte Rosa Therapeutics stock for Q3 2023, down 26% quarter-over-quarter.
  • 7 funds opened new Monte Rosa Therapeutics positions in Q3 2023 and 4 closed out, a net change of +3 holders.
  • The largest Monte Rosa Therapeutics buyer in Q3 2023 was Baker Bros. Advisors, an estimated $12.2M added.
  • The largest Monte Rosa Therapeutics seller in Q3 2023 was Fidelity Investments, an estimated $3.48M sold.

Based on aggregated 13F filings for Q3 2023.