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124 hedge funds and large institutions have $242M invested in Axogen in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more capital invested

Capital invested by funds: $161M → $242M (+$81.3M)

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

7.55% more ownership

Funds ownership: 74.69%82.24% (+7.5%)

4% more funds holding

Funds holding: 119124 (+5)

13% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 40

78% less call options, than puts

Call options by funds: $18K | Put options by funds: $81K

Holders
124
Holders Change
+5
Holders Change %
+4.2%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
35
Reduced
40
Closed
19
Calls
$18K
Puts
$81K
Net Calls
-$63K
Net Calls Change
-$168K
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
51
Arrowstreet Capital
Massachusetts
$363K +$295K +53,093 New
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$363K -$8.78K -1,579 -3%
AllianceBernstein
53
AllianceBernstein
Tennessee
$326K -$11.3K -2,030 -4%
PI
54
Putnam Investments
Massachusetts
$320K +$261K +46,874 New
DSCM
55
Divisadero Street Capital Management
Florida
$314K +$256K +45,969 New
UBS Group
56
UBS Group
Switzerland
$305K +$111K +20,024 +81%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$303K +$50.2K +9,024 +25%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$293K +$84.7K +15,241 +56%
Wells Fargo
59
Wells Fargo
California
$274K +$18.9K +3,398 +9%
AG
60
Algert Global
California
$231K -$358K -64,304 -66%
Citadel Advisors
61
Citadel Advisors
Florida
$229K -$234K -42,030 -56%
CC
62
Centiva Capital
New York
$209K +$72.7K +13,075 +75%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$188K -$21.3K -3,822 -12%
PFG
64
PAX Financial Group
Texas
$186K
JP Morgan Chase
65
JP Morgan Chase
New York
$184K -$5.08K -914 -3%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$174K +$142K +25,531 New
YIH
67
Y-Intercept (HK)
Hong Kong
$172K +$13.7K +2,462 +11%
Jacobs Levy Equity Management
68
Jacobs Levy Equity Management
New Jersey
$168K -$465K -83,586 -77%
MIM
69
MetLife Investment Management
New Jersey
$158K
SOW
70
State of Wyoming
Wyoming
$156K +$127K +22,790 New
SRC
71
Stone Run Capital
New York
$154K +$125K +22,500 New
UCFA
72
United Capital Financial Advisors
Texas
$151K +$123K +22,136 New
SPA
73
Sherbrooke Park Advisers
New York
$142K +$23.8K +4,286 +26%
AIG
74
American International Group
New York
$138K -$456 -82 -0.4%
HF
75
HRT Financial
New York
$132K +$108K +19,376 New

AXGN Hedge Fund Activity: Q4 2023 in Review

124 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Axogen (AXGN) for Q4 2023, worth a combined $242M — up 51% from $161M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new AXGN positions and 19 closed out — a net gain of 5 holders — while 35 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.2M. The largest seller was First Light Asset Management, cutting an estimated $9.17M.

  • 124 institutional investors held Axogen (AXGN) as of Q4 2023, up from 119 in Q3 2023.
  • Funds reported $242M of Axogen stock for Q4 2023, up 51% quarter-over-quarter.
  • 24 funds opened new Axogen positions in Q4 2023 and 19 closed out, a net change of +5 holders.
  • The largest Axogen buyer in Q4 2023 was Morgan Stanley, an estimated $32.2M added.
  • The largest Axogen seller in Q4 2023 was First Light Asset Management, an estimated $9.17M sold.

Based on aggregated 13F filings for Q4 2023.