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Inogen

220 hedge funds and large institutions have $2.5B invested in Inogen in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 80 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

23% more capital invested

Capital invested by funds: $2.03B → $2.5B (+$468M)

6% more funds holding

Funds holding: 208220 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 80

9% less call options, than puts

Call options by funds: $5.42M | Put options by funds: $5.93M

2.51% less ownership

Funds ownership: 103.18%100.68% (-2.5%)

Holders
220
Holders Change
+12
Holders Change %
+5.77%
% of All Funds
4.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
80
Reduced
80
Closed
25
Calls
$5.42M
Puts
$5.93M
Net Calls
-$513K
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$22.1M +$6.79M +61,621 +50%
Loomis, Sayles & Company
27
Loomis, Sayles & Company
Massachusetts
$21.9M -$4.7M -42,713 -19%
TL
28
Tirschwell & Loewy
New York
$19.5M -$209K -1,900 -1%
Ameriprise
29
Ameriprise
Minnesota
$19.2M -$2.88M -26,133 -14%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$18.5M -$369K -3,354 -2%
DCM
31
Driehaus Capital Management
Illinois
$17.3M -$4.3M -39,046 -21%
Principal Financial Group
32
Principal Financial Group
Iowa
$16.6M +$23.9K +217 +0.2%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$16.2M +$22.9K +208 +0.2%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$12.8M -$904K -8,211 -7%
Morgan Stanley
35
Morgan Stanley
New York
$11.6M +$594K +5,391 +6%
TCIM
36
TIAA CREF Investment Management
New York
$10.9M -$350K -3,183 -3%
PHS
37
PFM Health Sciences
California
$10.9M -$16.4M -149,228 -62%
Federated Hermes
38
Federated Hermes
Pennsylvania
$10M +$5.39M +48,929 +139%
Goldman Sachs
39
Goldman Sachs
New York
$9.92M -$4.82M -43,762 -34%
RSCM
40
Rock Springs Capital Management
Maryland
$9.53M +$8.81M +80,000 New
Charles Schwab
41
Charles Schwab
California
$9.48M +$256K +2,327 +3%
AAMU
42
Amundi Asset Management US
Massachusetts
$8.94M +$4.05M +36,759 +96%
Fuller & Thaler Asset Management
43
Fuller & Thaler Asset Management
California
$8.86M +$8.19M +74,390 New
PP
44
PDT Partners
New York
$7.43M +$742K +6,735 +12%
Deutsche Bank
45
Deutsche Bank
Germany
$6.91M -$4.41M -40,047 -41%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$6.77M -$6.18M -56,094 -50%
TIM
47
Thornburg Investment Management
New Mexico
$6.35M -$48.1K -437 -0.8%
JP Morgan Chase
48
JP Morgan Chase
New York
$6.32M +$3.46M +31,420 +145%
OAM
49
Oberweis Asset Management
Illinois
$5.99M -$892K -8,100 -14%
PPA
50
Parametric Portfolio Associates
Washington
$5.98M +$768K +6,978 +16%

INGN Hedge Fund Activity: Q4 2017 in Review

220 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Inogen (INGN) for Q4 2017, worth a combined $2.5B — up 23% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new INGN positions and 25 closed out — a net gain of 13 holders — while 80 added to existing stakes and 80 trimmed.

The largest buyer was Millennium Management, adding an estimated $25.2M. The largest seller was PFM Health Sciences, cutting an estimated $16.4M.

  • 220 institutional investors held Inogen (INGN) as of Q4 2017, up from 208 in Q3 2017.
  • Funds reported $2.5B of Inogen stock for Q4 2017, up 23% quarter-over-quarter.
  • 38 funds opened new Inogen positions in Q4 2017 and 25 closed out, a net change of +13 holders.
  • The largest Inogen buyer in Q4 2017 was Millennium Management, an estimated $25.2M added.
  • The largest Inogen seller in Q4 2017 was PFM Health Sciences, an estimated $16.4M sold.

Based on aggregated 13F filings for Q4 2017.