undamentalytics Newsletter

Monte Rosa Therapeutics, Inc.: which funds bought and sold

Institutions that bought and sold Monte Rosa Therapeutics shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 109 institutions that filed 13F reports for both quarters added to or opened positions in Monte Rosa Therapeutics, and 82 cut or closed them. Together they added a net 6.0M shares, +7.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.7M shares (+4.9%); index fund managers were net buyers of 2.5M shares (+15.3%). 28 opened a new position and 23 sold out entirely.

Bought, Q2 2026 109 institutions, 28 of them new holders Sold, Q2 2026 82 institutions, 23 of them sold out
Net change, all compared +6.0M shares (+7.0%)
Net change, active managers +1.7M shares (+4.9%), 21 bought, 22 sold

Buyers versus sellers

institutions compared, 215
Active managers and hedge funds 21 bought · 22 sold · +1.7M
Index fund managers 9 bought · 2 sold · +2.5M
Other institutions 79 bought · 58 sold · +1.9M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Price T Rowe Associates Inc Active manager +2.1M +31.9% 8.9M $214M
Blackrock, Inc. Index funds +1.2M +21.4% 6.8M $166M
Vestal Point Capital, LP Hedge fund +997K +27.7% 4.6M $111M
Woodline Partners LP Hedge fund +888K +1192.5% 963K $23.3M
Opaleye Management Inc. +745K New position 745K $18M
Nantahala Capital Management, LLC Hedge fund +652K +100.0% 1.3M $31.6M
First Trust Advisors LP +648K New position 648K $15.7M
Boone Capital Management LLC +615K New position 615K $14.9M
Nextech Invest Ltd. +457K +150.2% 761K $18.4M
State Street Corp Index funds +377K +11.3% 3.7M $90.3M
Kennedy Capital Management LLC Active manager +374K +1168.2% 406K $9.8M
Ameriprise Financial Inc +347K +964.9% 383K $9.3M
Geode Capital Management, LLC Index funds +323K +21.0% 1.9M $45.1M
Vanguard Capital Management LLC Index funds +313K +10.1% 3.4M $82.6M
Duquesne Family Office LLC Hedge fund +298K New position 298K $7.2M
Vanguard Portfolio Management LLC Index funds +276K +53.5% 792K $19.2M
Longaeva Partners L.P. +217K New position 217K $5.2M
Adage Capital Partners Gp, L.L.C. Hedge fund +200K +80.0% 450K $10.9M
Marshall Wace, LLP Hedge fund +160K +11.2% 1.6M $38.6M
Stempoint Capital LP +154K New position 154K $3.7M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
American Century Companies Inc Active manager −1.2M −42.2% 1.6M $39.3M
Silverarc Capital Management, LLC −894K −44.6% 1.1M $26.8M
Braidwell LP Hedge fund −755K −23.5% 2.5M $59.3M
Montanova Capital, LLC Hedge fund −677K −16.0% 3.5M $85.9M
Arrowstreet Capital, Limited Partnership Hedge fund −648K Sold out 0 —
Cormorant Asset Management, LP Hedge fund −400K Sold out 0 —
Alphabet Inc. −312K −45.6% 372K $9M
Renaissance Technologies LLC Hedge fund −277K −73.0% 103K $2.5M
Millennium Management LLC Hedge fund −191K Sold out 0 —
Northern Trust Corp Index funds −175K −21.1% 652K $15.8M
J. Goldman & Co LP Hedge fund −157K −91.2% 15K $365,880
Jump Financial, LLC −150K −81.1% 35K $844,580
AQR Capital Management LLC Hedge fund −138K −20.9% 521K $12.6M
Bank Of America Corp −133K −34.3% 255K $6.2M
Diadema Partners LP −109K −58.1% 78K $1.9M
Openarc Corporate Advisory, LLC −100K Sold out 0 —
Informed Momentum Co LLC −100K −76.6% 30K $736,067
Citadel Advisors LLC Hedge fund −91K −35.7% 164K $4M
FMR LLC Active manager −90K −8.8% 934K $22.6M
Atom Investors LP −83K −42.9% 111K $2.7M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Opaleye Management Inc. 745K $18M
First Trust Advisors LP 648K $15.7M
Boone Capital Management LLC 615K $14.9M
Duquesne Family Office LLCHedge fund 298K $7.2M
Longaeva Partners L.P. 217K $5.2M
Stempoint Capital LP 154K $3.7M
Exoduspoint Capital Management, LPHedge fund 121K $2.9M
Caption Management, LLC 112K $2.7M
Jain Global LLCHedge fund 111K $2.7M
Tetragon Partners Gp Ltd 56K $1.4M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Arrowstreet Capital, Limited PartnershipHedge fund 648K $10.7M
Cormorant Asset Management, LPHedge fund 400K $6.6M
Millennium Management LLCHedge fund 191K $3.1M
Openarc Corporate Advisory, LLC 100K $1.6M
Acadian Asset Management LLCActive manager 79K $1.3M
Hussman Strategic Advisors, Inc. 63K $1M
Prelude Capital Management, LLC 43K $715,131
Allstate Corp 28K $459,876
Jefferies Financial Group Inc. 28K $452,474
Omers Administration Corp 27K $445,795

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
193
Ten largest holders
55.8%
of 13F-reported shares
Index fund managers
19.9%
of 13F-reported shares
Active managers and hedge funds
37.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 21 22 4 8 +1.7M +4.9%
Index fund managers 9 2 0 0 +2.5M +15.3%
Other institutions 79 58 24 15 +1.9M +5.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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