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Inogen

155 hedge funds and large institutions have $1.09B invested in Inogen in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $935M → $1.09B (+$160M)

10% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 51

1.27% less ownership

Funds ownership: 94.63%93.36% (-1.3%)

4% less funds holding

Funds holding: 161155 (-6)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

52% less call options, than puts

Call options by funds: $950K | Put options by funds: $2M

Holders
155
Holders Change
-6
Holders Change %
-3.73%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
56
Reduced
51
Closed
22
Calls
$950K
Puts
$2M
Net Calls
-$1.04M
Net Calls Change
-$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
AS
126
Altshuler Shaham
Israel
$43K +$41.1K +823 New
Osaic Holdings
127
Osaic Holdings
Arizona
$36K -$136K -2,730 -79%
TRCT
128
Tower Research Capital (TRC)
New York
$36K +$4.64K +93 +16%
ST
129
Sageworth Trust
Pennsylvania
$27K +$25.2K +505 New
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$21K
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$17K +$14.4K +288 +720%
LSA
132
Leonteq Securities AG
Switzerland
$15.9K -$34.9K -700 -70%
Skandinaviska Enskilda Banken (SEB)
133
Skandinaviska Enskilda Banken (SEB)
Sweden
$15K
SWA
134
Sutton Wealth Advisors
Florida
$14.3K
Macquarie Group
135
Macquarie Group
Australia
$12K -$5.29K -106 -32%
HI
136
Harbour Investments
Wisconsin
$10K +$9.04K +181 New
FHA
137
First Horizon Advisors
Tennessee
$9K
AF
138
Advisornet Financial
Minnesota
$8K
Baillie Gifford & Co
139
Baillie Gifford & Co
United Kingdom
$7K -$399 -8 -5%
LC
140
Lindbrook Capital
California
$7K
GAM
141
Gemmer Asset Management
California
$7K +$3.54K +71 +118%
EVM
142
Eaton Vance Management
Massachusetts
$6K +$5.24K +105 New
PFBT
143
Parkside Financial Bank & Trust
Missouri
$4K -$749 -15 -18%
MHR
144
Matthew Hamilton Rosenberg
$4K
CT
145
Caldwell Trust
Florida
$3.47K
MAM
146
McCarthy Asset Management
California
$2K
TFO
147
Tarbox Family Office
California
$2K
PCG
148
Private Capital Group
Connecticut
$2K +$1.45K +29 New
VCM
149
Versant Capital Management
Arizona
$2K +$1.65K +33 +367%
IAIM
150
International Assets Investment Management
Florida
$1K

INGN Hedge Fund Activity: Q1 2021 in Review

155 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Inogen (INGN) for Q1 2021, worth a combined $1.09B — up 17% from $935M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of INGN and 18 opened new positions — a net loss of 4 holders — while 51 trimmed existing stakes and 56 added.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $15.8M. The largest seller was Novo Holdings A/S, cutting an estimated $39.4M.

  • 155 institutional investors held Inogen (INGN) as of Q1 2021, down from 161 in Q4 2020.
  • Funds reported $1.09B of Inogen stock for Q1 2021, up 17% quarter-over-quarter.
  • 18 funds opened new Inogen positions in Q1 2021 and 22 closed out, a net change of -4 holders.
  • The largest Inogen buyer in Q1 2021 was Fidelity Investments, an estimated $15.8M added.
  • The largest Inogen seller in Q1 2021 was Novo Holdings A/S, an estimated $39.4M sold.

Based on aggregated 13F filings for Q1 2021.