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Inogen

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: 128128 (0)

100% less funds holding in top 10

Funds holding in top 10: 10 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$18.5K +$17.8K +3,367 +30,609%
PMEF
102
Point72 Middle East FZE
United Arab Emirates
$15K +$14.4K +2,724 New
Legal & General Group
103
Legal & General Group
United Kingdom
$14.1K
UB
104
UMB Bank
Missouri
$12.5K +$12K +2,275 New
AB
105
Amalgamated Bank
New York
$11K -$1.27K -240 -10%
PAS
106
Point72 Asia (Singapore)
Singapore
$11K +$10.6K +1,999 New
State of Tennessee, Department of Treasury
107
State of Tennessee, Department of Treasury
Tennessee
$9.03K
AIP
108
Ameritas Investment Partners
Nebraska
$8.77K
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$7.24K +$6.18K +1,169 +779%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$7.12K
PWMG
111
Private Wealth Management Group
New Jersey
$6.1K +$5.87K +1,111 New
Comerica Bank
112
Comerica Bank
Texas
$5.38K +$5.17K +979 New
Nisa Investment Advisors
113
Nisa Investment Advisors
Missouri
$4.65K +$407 +77 +10%
VCM
114
Versant Capital Management
Arizona
$2.28K -$1.04K -197 -32%
FFA
115
Farther Finance Advisors
California
$1.86K +$1.79K +338 New
HT
116
Headlands Technologies
Illinois
$1.65K -$18.1K -3,420 -92%
EWA
117
EverSource Wealth Advisors
Alabama
$1.64K +$629 +119 +66%
GWS
118
Glassman Wealth Services
Virginia
$950 +$914 +173 New
CSC
119
Caldwell Sutter Capital
California
$851
IA
120
IFP Advisors
Florida
$824
TSWM
121
Tyler-Stone Wealth Management
Ohio
$549
BIA
122
Bell Investment Advisors
California
$533 +$513 +97 New
MHR
123
Matthew Hamilton Rosenberg
$384
CA
124
Clearstead Advisors
Ohio
$154 -$148 -28 -50%
KWAG
125
Kiely Wealth Advisory Group
North Carolina
$75 +$69 +13 New

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.