We are live on ! Find out more

119 hedge funds and large institutions have $161M invested in Axogen in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

875% more call options, than puts

Call options by funds: $117K | Put options by funds: $12K

49% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 35

0.38% more ownership

Funds ownership: 74.31%74.69% (+0.38%)

11% less funds holding

Funds holding: 134119 (-15)

45% less capital invested

Capital invested by funds: $291M → $161M (-$130M)

56% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 25

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
119
Holders Change
-15
Holders Change %
-11.19%
% of All Funds
1.89%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
52
Reduced
35
Closed
25
Calls
$117K
Puts
$12K
Net Calls
+$105K
Net Calls Change
-$605K
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
101
Valley National Advisers
Pennsylvania
$28K
QL
102
Quarry LP
New York
$17.6K +$18.6K +2,679 +319%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$15.6K +$1.56K +225 +8%
AIP
104
Ameritas Investment Partners
Nebraska
$15.2K
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$15.1K +$7.35K +1,061 +54%
S
106
SignatureFD
Georgia
$9.76K
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$6.15K -$20.8K -3,010 -71%
FHA
108
First Horizon Advisors
Tennessee
$5.12K +$658 +95 +10%
CFGS
109
Concourse Financial Group Securities
Alabama
$3.03K +$2.73K +395 +187%
CFFP
110
Center for Financial Planning
Michigan
$2.5K
AWM
111
Avior Wealth Management
Nebraska
$1.5K
HWM
112
HighMark Wealth Management
Minnesota
$1.18K -$13.8K -2,000 -89%
BFEC
113
Benjamin F. Edwards & Company
Missouri
$1K -$34.6K -5,000 -96%
TC
114
Truvestments Capital
Florida
$850
IA
115
IFP Advisors
Florida
$500
NA
116
NewEdge Advisors
Louisiana
$500
PA
117
Parallel Advisors
California
$500
Citigroup
118
Citigroup
New York
$480 -$90.3K -13,035 -99%
LFG
119
Larson Financial Group
Missouri
$230
William Blair Investment Management
120
William Blair Investment Management
Illinois
-$14.7M -1,611,388 Closed
MAG
121
Millrace Asset Group
Pennsylvania
-$2.67M -291,921 Closed
PHP
122
Parkman Healthcare Partners
Connecticut
-$2.38M -260,858 Closed
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
-$1.87M -193,680 Closed
GF
124
Gabelli Funds
New York
-$931K -101,970 Closed
SSA
125
Schonfeld Strategic Advisors
New York
-$719K -78,800 Closed

AXGN Hedge Fund Activity: Q3 2023 in Review

119 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Axogen (AXGN) for Q3 2023, worth a combined $161M — down 45% from $291M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of AXGN and 11 opened new positions — a net loss of 14 holders — while 35 trimmed existing stakes and 52 added.

The largest buyer was Soleus Capital Management, adding an estimated $13.8M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $14.7M sold.

  • 119 institutional investors held Axogen (AXGN) as of Q3 2023, down from 134 in Q2 2023.
  • Funds reported $161M of Axogen stock for Q3 2023, down 45% quarter-over-quarter.
  • 11 funds opened new Axogen positions in Q3 2023 and 25 closed out, a net change of -14 holders.
  • The largest Axogen buyer in Q3 2023 was Soleus Capital Management, an estimated $13.8M added.
  • The largest Axogen seller in Q3 2023 was William Blair Investment Management, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2023.