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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
Credit Agricole
101
Credit Agricole
France
$1.92M
CS
102
Credit Suisse
Switzerland
$1.86M -$1.06M -9,647 -38%
FG
103
Formula Growth
Quebec, Canada
$1.86M -$275K -2,500 -14%
Squarepoint
104
Squarepoint
New York
$1.8M +$1.33M +12,068 +395%
SMDAM
105
Sumitomo Mitsui DS Asset Management
Japan
$1.78M +$1.64M +14,921 New
TAM
106
THB Asset Management
Connecticut
$1.76M +$18.7K +170 +1%
AIG
107
American International Group
New York
$1.61M +$7.38K +67 +0.5%
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$1.59M -$67.1K -609 -4%
Two Sigma Investments
109
Two Sigma Investments
New York
$1.57M +$361K +3,276 +33%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.55M +$440 +4 +0%
QIM
111
Quantitative Investment Management
Virginia
$1.52M +$1.41M +12,800 New
Jacobs Levy Equity Management
112
Jacobs Levy Equity Management
New Jersey
$1.46M +$242K +2,200 +22%
Arrowstreet Capital
113
Arrowstreet Capital
Massachusetts
$1.41M +$1.3M +11,800 New
TPSF
114
Texas Permanent School Fund
Texas
$1.38M -$92.4K -839 -7%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$1.35M +$410K +3,728 +49%
State Board of Administration of Florida Retirement System
116
State Board of Administration of Florida Retirement System
Florida
$1.33M -$12.1K -110 -1%
AG
117
Aperio Group
California
$1.32M +$248K +2,248 +25%
Public Sector Pension Investment Board (PSP Investments)
118
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.28M
CFMC
119
Curbstone Financial Management Corp
New Hampshire
$1.25M -$1.32M -11,960 -53%
MUAMU
120
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.19M -$1.27M -11,500 -53%
SO
121
STRS Ohio
Ohio
$1.18M -$1.43M -12,980 -57%
UBS AM
122
UBS AM
Illinois
$1.07M +$27.7K +252 +3%
Allianz Asset Management
123
Allianz Asset Management
Germany
$1.05M -$3.5M -31,785 -78%
OC
124
Oppenheimer & Co
New York
$1M -$132K -1,200 -13%
MIM
125
MetLife Investment Management
New Jersey
$957K +$885K +8,037 New

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.