Monte Rosa Therapeutics
GLUE
104 hedge funds and large institutions have $423M invested in Monte Rosa Therapeutics in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 11 closing their positions.
1,265% more call options, than puts
Call options by funds: $2.21M | Put options by funds: $162K
209% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 11
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
112% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 17
61% more capital invested
Capital invested by funds: $264M → $423M (+$160M)
28% more funds holding
Funds holding: 81 → 104 (+23)
18.19% more ownership
Funds ownership: 81.07% → 99.26% (+18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVM
Versant Venture Management
San Francisco,
California
|
+$42.4M |
| 2 |
BI
BVF Inc
San Francisco,
California
|
+$20.7M |
| 3 |
Morgan Stanley
New York
|
+$16M |
| 4 |
BlackRock
New York
|
+$7.04M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Avoro Capital Advisors
New York
|
-$10.8M |
| 2 |
SCM
Suvretta Capital Management
New York
|
-$8.22M |
| 3 |
VPC
Vestal Point Capital
New York
|
-$3.79M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.86M |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
-$2.09M |
GLUE Hedge Fund Activity: Q4 2024 in Review
104 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Monte Rosa Therapeutics (GLUE) for Q4 2024, worth a combined $423M — up 61% from $264M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new GLUE positions and 11 closed out — a net gain of 23 holders — while 36 added to existing stakes and 17 trimmed.
The largest buyer was Versant Venture Management, opening a new position worth an estimated $42.4M. The largest seller was Avoro Capital Advisors, cutting an estimated $10.8M.
- 104 institutional investors held Monte Rosa Therapeutics (GLUE) as of Q4 2024, up from 81 in Q3 2024.
- Funds reported $423M of Monte Rosa Therapeutics stock for Q4 2024, up 61% quarter-over-quarter.
- 34 funds opened new Monte Rosa Therapeutics positions in Q4 2024 and 11 closed out, a net change of +23 holders.
- The largest Monte Rosa Therapeutics buyer in Q4 2024 was Versant Venture Management, an estimated $42.4M added.
- The largest Monte Rosa Therapeutics seller in Q4 2024 was Avoro Capital Advisors, an estimated $10.8M sold.
Based on aggregated 13F filings for Q4 2024.