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Axogen

162 hedge funds and large institutions have $1.26B invested in Axogen in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 46 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 46

5.78% more ownership

Funds ownership: 83.25%89.03% (+5.8%)

8% less funds holding

Funds holding: 177162 (-15)

21% less capital invested

Capital invested by funds: $1.58B → $1.26B (-$325M)

28% less call options, than puts

Call options by funds: $13.1M | Put options by funds: $18.3M

33% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 40

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
162
Holders Change
-15
Holders Change %
-8.47%
% of All Funds
3.7%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
27
Increased
70
Reduced
46
Closed
40
Calls
$13.1M
Puts
$18.3M
Net Calls
-$5.17M
Net Calls Change
-$7.24M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1
Essex Woodlands Management
Texas
$137M
BlackRock
2
BlackRock
New York
$92.4M +$3.01M +69,008 +3%
ACH
3
ArrowMark Colorado Holdings
Colorado
$65M +$32.9M +753,811 +75%
Ameriprise
4
Ameriprise
Minnesota
$63.6M +$28.2M +644,959 +60%
Vanguard Group
5
Vanguard Group
Pennsylvania
$58.4M +$3.24M +74,226 +5%
AllianceBernstein
6
AllianceBernstein
Tennessee
$49.1M +$15.8M +361,090 +37%
OM
7
Opaleye Management
Massachusetts
$47.9M -$6.11M -140,000 -10%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$42M +$433K +9,919 +0.9%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$40.6M +$8.73M +199,885 +22%
Marshall Wace
10
Marshall Wace
United Kingdom
$39.8M -$3.86M -88,411 -8%
State Street
11
State Street
Massachusetts
$36.4M +$10M +229,260 +30%
EAM
12
Eagle Asset Management
Florida
$34.8M +$1.62M +37,170 +4%
Wells Fargo
13
Wells Fargo
California
$32.5M +$4.73M +108,372 +14%
Jennison Associates
14
Jennison Associates
New York
$31.7M +$21.2M +485,754 +129%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$23.5M +$16.8M +383,766 +152%
CTA
16
Carillon Tower Advisers
Florida
$23.4M
Renaissance Technologies
17
Renaissance Technologies
New York
$22.5M -$16.9M -387,100 -39%
RSCM
18
Rock Springs Capital Management
Maryland
$20M -$66.6K -1,526 -0.3%
GGHC
19
Gilder Gagnon Howe & Co
New York
$19.3M -$3.13M -71,797 -12%
AIM
20
Artemis Investment Management
United Kingdom
$18.8M +$1.39M +31,757 +7%
Northern Trust
21
Northern Trust
Illinois
$15.4M +$790K +18,108 +5%
Invesco
22
Invesco
Georgia
$13.8M +$6.49M +148,776 +66%
MWNA
23
Marshall Wace North America
New York
$13.4M -$571K -13,070 -3%
PCM
24
Perkins Capital Management
Minnesota
$13.2M -$291K -6,675 -2%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$13.1M +$949K +21,743 +7%

AXGN Hedge Fund Activity: Q3 2018 in Review

162 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Axogen (AXGN) for Q3 2018, worth a combined $1.26B — down 21% from $1.58B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of AXGN and 27 opened new positions — a net loss of 13 holders — while 46 trimmed existing stakes and 70 added.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $32.9M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $17M sold.

  • 162 institutional investors held Axogen (AXGN) as of Q3 2018, down from 177 in Q2 2018.
  • Funds reported $1.26B of Axogen stock for Q3 2018, down 21% quarter-over-quarter.
  • 27 funds opened new Axogen positions in Q3 2018 and 40 closed out, a net change of -13 holders.
  • The largest Axogen buyer in Q3 2018 was ArrowMark Colorado Holdings, an estimated $32.9M added.
  • The largest Axogen seller in Q3 2018 was 1832 Asset Management, an estimated $17M sold.

Based on aggregated 13F filings for Q3 2018.