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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
SIM
76
Sentry Investment Management
Wisconsin
$131K +$106K +19,138 New
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$131K -$41.8K -7,515 -28%
Mirae Asset Global Investments
78
Mirae Asset Global Investments
South Korea
$126K
XT
79
XTX Topco
Cayman Islands
$123K -$101K -18,208 -50%
Invesco
80
Invesco
Georgia
$122K -$25.3K -4,559 -20%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119K
VOYA Investment Management
82
VOYA Investment Management
Georgia
$116K
MPI
83
Mairs & Power Inc
Minnesota
$116K -$27.8K -5,000 -23%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$116K
American Century Companies
85
American Century Companies
Missouri
$115K +$94K +16,902 New
HCA
86
Harbor Capital Advisors
Illinois
$107K -$48K -8,635 -36%
SG Americas Securities
87
SG Americas Securities
New York
$101K +$25.9K +4,666 +46%
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$97.4K -$417 -75 -0.5%
EAM
89
Eagle Asset Management
Florida
$85.8K
Principal Financial Group
90
Principal Financial Group
Iowa
$85.4K -$3.29K -592 -5%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$84.7K -$21K -3,768 -23%
TRCT
92
Tower Research Capital (TRC)
New York
$80.4K +$4.85K +873 +8%
KOC
93
Koss-Olinger Consulting
Florida
$71K
Fidelity Investments
94
Fidelity Investments
Massachusetts
$67.9K +$38K +6,826 +219%
Lazard Asset Management
95
Lazard Asset Management
New York
$60K +$49.3K +8,868 New
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$53.3K +$36.6K +6,575 +535%
California State Teachers Retirement System (CalSTRS)
97
California State Teachers Retirement System (CalSTRS)
California
$45.7K -$213K -38,274 -85%
Citigroup
98
Citigroup
New York
$40.2K +$32.2K +5,790 +6,031%
AB
99
Amalgamated Bank
New York
$39K -$2.23K -401 -7%
VNA
100
Valley National Advisers
Pennsylvania
$38K

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.