We are live on ! Find out more
INGN icon

Inogen
INGN

128 hedge funds and large institutions have $121M invested in Inogen in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more call options, than puts

Call options by funds: $307K | Put options by funds: $82K

64% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 33

9% more capital invested

Capital invested by funds: $110M → $121M (+$10.5M)

3.25% more ownership

Funds ownership: 91.14% → 94.38% (+3.2%)

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0% more funds holding

Funds holding: 128 → 128 (0)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
128
Holders Change
–
Holders Change %
0%
% of All Funds
1.87%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
54
Reduced
33
Closed
20
Calls
$307K
Puts
$82K
Net Calls
+$225K
Net Calls Change
+$222K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.25M
2
BlackRock
BlackRock
New York
+$2.39M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.94M
4
Ameriprise
Ameriprise
Minnesota
+$1.52M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$1.09M

Top Sellers

Rank Fund Capital Flow
1
BCM
Brown Capital Management
Maryland
-$3.37M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$2.49M
3
ICM
Invenomic Capital Management
Massachusetts
-$1.77M
4
JGC
J. Goldman & Co
New York
-$1.55M
5
ECM
ExodusPoint Capital Management
New York
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$1.26M -$59.3K -11,226 -5%
Northern Trust
27
Northern Trust
Illinois
$1.06M -$3.4K -643 -0.3%
Millennium Management
28
Millennium Management
New York
$1.04M -$838K -158,661 -46%
Goldman Sachs
29
Goldman Sachs
New York
$848K +$106K +20,042 +15%
Norges Bank
30
Norges Bank
Norway
$604K – – –
Bank of New York Mellon
31
Bank of New York Mellon
New York
$522K +$17.7K +3,346 +4%
Marshall Wace
32
Marshall Wace
United Kingdom
$472K -$227K -42,884 -33%
EGM
33
Engineers Gate Manager
New York
$447K +$35.3K +6,684 +9%
Barclays
34
Barclays
United Kingdom
$428K +$152K +28,822 +59%
MWM
35
Mission Wealth Management
California
$421K – – –
SC
36
Shay Capital
New York
$412K – – –
TAM
37
Tocqueville Asset Management
New York
$403K -$50.2K -9,500 -11%
Charles Schwab
38
Charles Schwab
California
$384K +$63.9K +12,101 +21%
PCM
39
Prelude Capital Management
New York
$354K +$168K +31,824 +97%
N
40
Nuveen
North Carolina
$329K +$2.49K +471 +0.8%
Tudor Investment Corp
41
Tudor Investment Corp
Connecticut
$318K +$105K +19,966 +52%
JP Morgan Chase
42
JP Morgan Chase
New York
$314K +$223K +42,176 +279%
CSS
43
Cubist Systematic Strategies
Connecticut
$312K +$146K +27,713 +95%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$310K +$133K +25,130 +80%
SCM
45
Sio Capital Management
New York
$290K – – –
FP
46
Factorial Partners
New York
$280K +$94.2K +17,832 +54%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$263K +$29.6K +5,610 +13%
Citadel Advisors
48
Citadel Advisors
Florida
$256K +$78.2K +14,804 +46%
AllianceBernstein
49
AllianceBernstein
Tennessee
$252K – – –
Invesco
50
Invesco
Georgia
$251K +$40.9K +7,743 +20%
1
2
3 4 5

INGN Hedge Fund Activity: Q4 2023 in Review

128 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Inogen (INGN) for Q4 2023, worth a combined $121M — up 9.5% from $110M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new INGN positions and 20 closed out — a net gain of 1 holder — while 54 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.25M. The largest seller was Brown Capital Management, cutting an estimated $3.37M.

  • 128 institutional investors held Inogen (INGN) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $121M of Inogen stock for Q4 2023, up 9.5% quarter-over-quarter.
  • 21 funds opened new Inogen positions in Q4 2023 and 20 closed out, a net change of +1 holder.
  • The largest Inogen buyer in Q4 2023 was Morgan Stanley, an estimated $9.25M added.
  • The largest Inogen seller in Q4 2023 was Brown Capital Management, an estimated $3.37M sold.

Based on aggregated 13F filings for Q4 2023.