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Inogen

92 hedge funds and large institutions have $433M invested in Inogen in 2014 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 35 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 5

150% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 14

89% more capital invested

Capital invested by funds: $229M → $433M (+$205M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

48% more funds holding

Funds holding: 6292 (+30)

Holders
92
Holders Change
+30
Holders Change %
+48.39%
% of All Funds
2.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
37
Increased
35
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CM
26
Castleark Management
Illinois
$5.34M +$4.12M +170,154 New
BG
27
BlackRock Group
United Kingdom
$5.1M -$185K -7,632 -4%
RFS
28
Rockefeller Financial Services
New York
$4.59M +$3.54M +146,300 New
BFA
29
BlackRock Fund Advisors
California
$4.54M +$513K +21,158 +17%
NCGI
30
Next Century Growth Investors
Minnesota
$4.51M +$3.48M +143,818 New
N
31
Nuveen
North Carolina
$3.39M +$2.62M +108,026 New
ACMM
32
Arbor Capital Management (Minnesota)
Minnesota
$3.33M +$2.57M +106,230 New
Alyeska Investment Group
33
Alyeska Investment Group
Illinois
$3.25M +$2.51M +103,506 New
Two Sigma Investments
34
Two Sigma Investments
New York
$3.02M +$2.33M +96,105 New
TCM
35
Timpani Capital Management
Wisconsin
$2.87M +$2.22M +91,497 New
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$2.69M +$497K +20,497 +31%
RHJA
37
Rice Hall James & Associates
California
$2.6M +$2.01M +83,036 New
State Street
38
State Street
Massachusetts
$2.32M +$147K +6,066 +9%
BAMCO Inc
39
BAMCO Inc
New York
$2.06M +$378K +15,600 +31%
BIM
40
BlackRock Investment Management
Delaware
$2.01M +$10.4K +429 +0.7%
Northern Trust
41
Northern Trust
Illinois
$1.9M +$96.6K +3,986 +7%
LCG
42
Lisanti Capital Growth
New York
$1.89M +$1.46M +60,365 New
Deutsche Bank
43
Deutsche Bank
Germany
$1.81M +$257K +10,590 +22%
Geode Capital Management
44
Geode Capital Management
Massachusetts
$1.69M +$573K +23,668 +78%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$1.57M +$1.21M +50,000 New
CCM
46
Cadence Capital Management
Massachusetts
$1.51M -$447K -18,430 -28%
TC
47
TFS Capital
Pennsylvania
$1.46M +$833K +34,383 +280%
RFC
48
Russell Frank Company
Washington
$1.46M +$255K +10,518 +29%
CAM
49
Columbia Asset Management
Michigan
$1.29M +$17.6K +725 +2%
BIT
50
BlackRock Institutional Trust
California
$1.28M -$28K -1,156 -3%

INGN Hedge Fund Activity: Q4 2014 in Review

92 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Inogen (INGN) for Q4 2014, worth a combined $433M — up 89% from $229M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new INGN positions and 5 closed out — a net gain of 32 holders — while 35 added to existing stakes and 14 trimmed.

The largest buyer was Cortina Asset Management, opening a new position worth an estimated $14.3M. The largest seller was Novo Holdings A/S, cutting an estimated $45.3M.

  • 92 institutional investors held Inogen (INGN) as of Q4 2014, up from 62 in Q3 2014.
  • Funds reported $433M of Inogen stock for Q4 2014, up 89% quarter-over-quarter.
  • 37 funds opened new Inogen positions in Q4 2014 and 5 closed out, a net change of +32 holders.
  • The largest Inogen buyer in Q4 2014 was Cortina Asset Management, an estimated $14.3M added.
  • The largest Inogen seller in Q4 2014 was Novo Holdings A/S, an estimated $45.3M sold.

Based on aggregated 13F filings for Q4 2014.