Stock Analysis

MONTE ROSA THERAPEUTICS INC (GLUE)

Loading... + Investors. Track Smart Money conviction in GLUE. See who's accumulating, reducing, or initiating positions.

Loading...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +26
Streak
7Q ▲
Buyers last Q
67%

Smart Money Signals — GLUE

Based on 139 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added this stock than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term trade.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
139 hedge funds hold this stock right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a 'crowded trade' — high ownership doesn't mean safe.
🚀

Fast accumulation — +53% more funds vs a year ago

fund count last 6Q
+48 new funds entered over the past year (+53% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 67% buying

96 buying48 selling
Last quarter: 96 funds were net buyers (43 opened a brand new position + 53 added to an existing one). Only 48 were sellers (31 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 21 → 22 → 25 → 43. A growing number of new institutional buyers means the stock is still being discovered — the opportunity hasn't been fully priced in.
📌

Mixed — 32% long-term, 40% new

32% conviction (2yr+) 28% medium 40% new
Of the 139 current holders: 45 (32%) held >2 years, 39 held 1–2 years, and 55 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +5%, value -41%

Value
-41%
Shares
+4%
Last quarter: funds added +5% more shares while total portfolio value only changed -41%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

29 → 21 → 22 → 25 → 43 new funds/Q
New funds entering each quarter: 21 → 22 → 25 → 43. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 43% of holders stayed 2+ years

43% veterans 8% 1-2yr 49% new
Of 146 current holders: 63 (43%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 19% top-100 AUM

19% from top-100 AUM funds
Only 26 of 139 current holders rank in the top 100 by AUM. The stock is held mostly by smaller and mid-sized funds — the largest institutional players haven't yet built significant positions.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Hedge Fund Ownership: GLUE

How many hedge funds hold GLUE — quarterly history vs. share price
Quarterly hedge fund ownership of GLUE vs. share price

Market Analysis: GLUE

View More

Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GLUE

-- --
Hedge Fund Positioning: GLUE
Loading... + Investors

Track Smart Money conviction in GLUE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: GLUE

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --
Institutional Holders (2025 Q4)
Loading... + investors

Track Smart Money conviction in GLUE. See who's accumulating, reducing, or initiating positions.

Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed