GLUE
Monte Rosa Therapeutics, Inc. · Healthcare · Biotechnology
Señales de momentum (gestores comparables):
amplitud de titulares -25.0% ·
flujo de acciones -15.7% ·
nuevas posiciones netas -20.0%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 78 | -3 | 40.75M | $985.52M | +5 | −8 |
| Q1 2026 | 84 | +11 | 37.29M | $613.27M | +14 | −3 |
| Q4 2025 | 73 | -1 | 26.21M | $411.01M | +1 | −2 |
| Q3 2025 | 18 | +2 | 20.02M | $148.32M | +2 | — |
| Q2 2025 | 13 | +1 | 20.51M | $92.50M | +1 | — |
| Q1 2025 | 9 | -3 | 9.96M | $46.20M | +1 | −4 |
| Q4 2024 | 12 | +2 | 11.82M | $82.01M | +2 | — |
| Q3 2024 | 9 | +2 | 9.48M | $50.23M | +2 | — |
| Q2 2024 | 7 | — | 8.29M | $30.99M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 6.64M | -6.6% | $30.83M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 6.64M | -6.6% | $30.83M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 1.00M | -3.1% | $4.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 1.00M | -3.1% | $4.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (pasivo) | 801.26K | -25.6% | $3.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Marshall Wace ✦ | 371.74K | -25.6% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Marshall Wace ✦ | 371.74K | -25.6% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Marshall Wace ✦ | 371.74K | -25.6% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Millennium Management ✦ | 330.47K | +612.7% | $1.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 229.54K | Nuevo | $1.07M | 0.0% | New | 1 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 229.54K | Nuevo | $1.07M | 0.0% | New | 1 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 229.54K | Nuevo | $1.07M | 0.0% | New | 1 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 229.54K | Nuevo | $1.07M | 0.0% | New | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 229.54K | Nuevo | $1.07M | 0.0% | New | 1 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 223.13K | -20.0% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wellington Management ✦ | 187.73K | -15.3% | $871,072 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Wellington Management ✦ | 187.73K | -15.3% | $871,072 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Renaissance Technologies ✦ | 164.10K | -33.2% | $761,424 | 0.0% | ▼ Trim | 4 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| AQR Capital Management | $1.07M | 0.0% |
| AQR Capital Management | $1.07M | 0.0% |
| AQR Capital Management | $1.07M | 0.0% |
| AQR Capital Management | $1.07M | 0.0% |
| AQR Capital Management | $1.07M | 0.0% |
Posición cerrada
| Citadel Advisors | $5.40M | era 0.0% |
| Norges Bank | $3.09M | era 0.0% |
| D. E. Shaw & Co. | $486,591 | era 0.0% |
| Point72 Asset Management | $1,736 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 188 tenedores, 86.88M acciones, $1.31B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.