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Early or late? Ten seconds.
How crowded is ARTRX?
Not an opinion, a read of the evidence. We rank all 10,000+ funds that must disclose their trades by how their disclosed buys performed, follow only the specialists, and place every name on the conviction curve: early, well positioned, or late.
Early or late? Ten seconds.
Any stock, ETF or fund you own. Free, no account.
22% of the fund by weight sits in late-stage names
21% Consensus · 15% Fading · 11% Early Conviction · 9% Emerging · 7% Crowded · 38% not covered
The crowded weight: INSM 3.9% · AVGO 3.9% · GEV 3.8% · BKR 3.7% · WWD 1.5% …
22% of the fund by weight sits in late-stage names (Crowded or Fading). This read covers 62% of the book; the rest sits outside our US equity coverage (cash, bonds, non-US names).
Watch this fund and we'll tell you when it crosses 50% crowded.
How the read works · The live record vs the S&P 500 · Every past call, timestamped