LENZ Therapeutics
LENZ
63 hedge funds and large institutions have $186M invested in LENZ Therapeutics in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
57% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 14
9% more funds holding
Funds holding: 58 → 63 (+5)
0.42% more ownership
Funds ownership: 8.54% → 8.96% (+0.42%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
57% less capital invested
Capital invested by funds: $432M → $186M (-$246M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.87M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$4.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.49M |
| 4 |
BlackRock
New York
|
+$4.31M |
| 5 |
EC
EcoR1 Capital
San Francisco,
California
|
+$3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Sphera Funds Management
Tel Aviv,
Israel
|
-$8.24M |
| 2 |
LGM
Logos Global Management
San Francisco,
California
|
-$5.05M |
| 3 |
PA
Perceptive Advisors
New York
|
-$4.69M |
| 4 |
RSCM
Rock Springs Capital Management
Baltimore,
Maryland
|
-$2.58M |
| 5 |
Morgan Stanley
New York
|
-$1.21M |
LENZ Hedge Fund Activity: Q1 2022 in Review
63 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in LENZ Therapeutics (LENZ) for Q1 2022, worth a combined $186M — down 57% from $432M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new LENZ positions and 6 closed out — a net gain of 5 holders — while 22 added to existing stakes and 14 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $8.87M. The largest seller was Sphera Funds Management, exiting entirely with an estimated $8.24M sold.
- 63 institutional investors held LENZ Therapeutics (LENZ) as of Q1 2022, up from 58 in Q4 2021.
- Funds reported $186M of LENZ Therapeutics stock for Q1 2022, down 57% quarter-over-quarter.
- 11 funds opened new LENZ Therapeutics positions in Q1 2022 and 6 closed out, a net change of +5 holders.
- The largest LENZ Therapeutics buyer in Q1 2022 was Fidelity Investments, an estimated $8.87M added.
- The largest LENZ Therapeutics seller in Q1 2022 was Sphera Funds Management, an estimated $8.24M sold.
Based on aggregated 13F filings for Q1 2022.