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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
AWM
126
Avior Wealth Management
Nebraska
$38
Balyasny Asset Management
127
Balyasny Asset Management
Illinois
-$2.49M -477,384 Closed
ICM
128
Invenomic Capital Management
Massachusetts
-$1.77M -339,843 Closed
JGC
129
J. Goldman & Co
New York
-$1.55M -296,901 Closed
HSA
130
Hussman Strategic Advisors
Maryland
-$274K -52,500 Closed
TI
131
Trexquant Investment
Connecticut
-$229K -43,873 Closed
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
-$216K -41,465 Closed
KCM
133
Kennedy Capital Management
Missouri
-$136K -26,137 Closed
OAM
134
Oppenheimer Asset Management
New York
-$83.6K -16,024 Closed
Prudential Financial
135
Prudential Financial
New Jersey
-$75.1K -14,391 Closed
Deutsche Bank
136
Deutsche Bank
Germany
-$72.7K -13,923 Closed
PTC
137
Petrus Trust Company
Texas
-$54.4K -10,421 Closed
PCMI
138
Paradigm Capital Management Inc
New York
-$52.2K -10,000 Closed
Qube Research & Technologies (QRT)
139
Qube Research & Technologies (QRT)
United Kingdom
-$43.3K -8,292 Closed
Public Employees Retirement Association of Colorado
140
Public Employees Retirement Association of Colorado
Colorado
-$16K -3,044 Closed
Allspring Global Investments
141
Allspring Global Investments
North Carolina
-$14.3K -2,739 Closed
TRSOTSOK
142
Teachers Retirement System of the State of Kentucky
Kentucky
-$4K -814 Closed
AF
143
Allworth Financial
California
-$1.83K -350 Closed
MPWT
144
MassMutual Private Wealth & Trust
Connecticut
-$324 -62 Closed
FMII
145
Farmers & Merchants Investments Inc
Nebraska
-$94 -18 Closed
TAM
146
Tucker Asset Management
Colorado
-$10 -2 Closed
C
147
Covestor
United Kingdom
+$32 +6 +50%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
+$196 +37 +206%

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.