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Axogen
AXGN

121 hedge funds and large institutions have $273M invested in Axogen in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,400% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $30K

13% more capital invested

Capital invested by funds: $242M → $273M (+$31M)

2% less funds holding

Funds holding: 124 → 121 (-3)

3.96% less ownership

Funds ownership: 82.24% → 78.27% (-4%)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

14% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 43

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
37
Reduced
43
Closed
15
Calls
$1.05M
Puts
$30K
Net Calls
+$1.02M
Net Calls Change
+$1.08M

Top Buyers

Rank Fund Capital Flow
1
PA
Perceptive Advisors
New York
+$6.68M
2
Prudential Financial
Prudential Financial
New Jersey
+$4.61M
3
SCM
Soleus Capital Management
Connecticut
+$4.57M
4
FLAM
First Light Asset Management
Minnesota
+$4.38M
5
OAM
Oberweis Asset Management
Illinois
+$2.56M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$26.7M
2
ACH
ArrowMark Colorado Holdings
Colorado
-$3.81M
3
Goldman Sachs
Goldman Sachs
New York
-$2.84M
4
EIM
Essex Investment Management
Massachusetts
-$1.89M
5
Millennium Management
Millennium Management
New York
-$1.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
101
Concourse Financial Group Securities
Alabama
$4.89K – – –
CFFP
102
Center for Financial Planning
Michigan
$4.04K – – –
Simplex Trading
103
Simplex Trading
Illinois
$4K -$42.1K -4,696 -90%
AWM
104
Avior Wealth Management
Nebraska
$2.48K +$72 +8 +3%
Russell Investments Group
105
Russell Investments Group
United Kingdom
$2.4K -$108K -12,101 -98%
TRCT
106
Tower Research Capital (TRC)
New York
$2.39K -$103K -11,471 -97%
AF
107
Allworth Financial
California
$2.02K +$2.24K +250 New
BFEC
108
Benjamin F. Edwards & Company
Missouri
$2K – – –
SAM
109
Smartleaf Asset Management
Massachusetts
$1.94K – – –
HWM
110
HighMark Wealth Management
Minnesota
$1.9K – – –
TC
111
Truvestments Capital
Florida
$1.37K – – –
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$1.27K +$1.43K +160 New
LFG
113
Larson Financial Group
Missouri
$976 +$672 +75 +163%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$952 +$1.06K +118 New
PWMG
115
Private Wealth Management Group
New Jersey
$840 – – –
IA
116
IFP Advisors
Florida
$807 – – –
NA
117
NewEdge Advisors
Louisiana
$807 – – –
FFA
118
Farther Finance Advisors
California
$716 – – –
QCG
119
Quadrant Capital Group
Ohio
$452 +$501 +56 New
PS
120
Principal Securities
Iowa
$444 – – –
A
121
AlphaQuest
New York
$73 – – –
EIM
122
Essex Investment Management
Massachusetts
– -$1.89M -276,872 Closed
Acadian Asset Management
123
Acadian Asset Management
Massachusetts
– -$819K -120,126 Closed
LCM
124
Legato Capital Management
California
– -$759K -111,183 Closed
GCP
125
GSA Capital Partners
United Kingdom
– -$427K -62,583 Closed
2 3 4
5
6

AXGN Hedge Fund Activity: Q1 2024 in Review

121 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Axogen (AXGN) for Q1 2024, worth a combined $273M — up 13% from $242M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of AXGN and 13 opened new positions — a net loss of 2 holders — while 43 trimmed existing stakes and 37 added.

The largest buyer was Perceptive Advisors, adding an estimated $6.68M. The largest seller was Morgan Stanley, cutting an estimated $26.7M.

  • 121 institutional investors held Axogen (AXGN) as of Q1 2024, down from 124 in Q4 2023.
  • Funds reported $273M of Axogen stock for Q1 2024, up 13% quarter-over-quarter.
  • 13 funds opened new Axogen positions in Q1 2024 and 15 closed out, a net change of -2 holders.
  • The largest Axogen buyer in Q1 2024 was Perceptive Advisors, an estimated $6.68M added.
  • The largest Axogen seller in Q1 2024 was Morgan Stanley, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2024.