LENZ ranks #3709 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
LENZ is a top-conviction position for 72 Investment Holdings, LLC — at 11.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in LENZ belongs to Ra Capital Management, L.p., but the position matters far more to 72 Investment Holdings, LLC, who has 11.6% 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.
State of Alaska, Department of Revenue has trimmed its LENZ position for two straight quarters, cutting it by $79.0K while still holding $142.0K.
LENZ is up 0.9% today, and institutions have been net buyers of $21.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.