What smart money is saying about Roche
RHHBY
No fund has written a full thesis on Roche in our archive, but 3 fund letters report a position in it — most recently Clearbridge Investments Large Cap Growth Strategy in September 2026.
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3
Reported positions
1
Bought
2
Sold
3
Letters
Position history
Between Q4 2025 and Q3 2026, 3 fund letters reported a position in Roche — 1 opened or added to the position, 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q4 2025 | 2 | 1 | 1 | 0 |
Fund activity · 3 positions · 3 moves
- September 2026
“To fund the additions, we exited Roche, Marsh & McLennan and Fair Isaac, positions where our conviction had diminished.”
Roche - New positionClearbridge International Growth ADR StrategyDecember 2025
“Portfolio Positioning The health care sector was a focus of activity in the quarter with the repurchases of EssilorLuxottica and Galderma Group and the addition of Roche.”
Roche - ExitedAppleseedNovember 2025
“In terms of portfolio sales, Appleseed Fund liquidated its holdings in SS&C (SSNC), Cameco (CCJ), Wesco (WCC), CNB Financial (CCNE), Sony (SONY), Roche (RHHBY), Estée Lauder (EL), and AGNC (AGNC).”
Roche
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