AGIO ranks #2601 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
AGIO is a top-conviction position for Lynx1 Capital Management LP — at 14.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in AGIO belongs to BlackRock, Inc., but the position matters far more to Lynx1 Capital Management LP, who has 14.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Lynx1 Capital Management LP has added to its AGIO position for two straight quarters, increasing it by $124.3M to reach $126.5M today.
Jane Street Group, LLC has trimmed its AGIO position for two straight quarters, cutting it by $11.7M while still holding $27.7M.
AGIO is down 0.2% today, but institutions show net buying of $422.5M this quarter — a divergence between today's price move and the underlying institutional flow.