We are live on ! Find out more
INGN icon

Inogen

173 hedge funds and large institutions have $946M invested in Inogen in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

34% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 53

17% more capital invested

Capital invested by funds: $807M → $946M (+$140M)

4% more funds holding

Funds holding: 167173 (+6)

2% more call options, than puts

Call options by funds: $2.65M | Put options by funds: $2.59M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
173
Holders Change
+6
Holders Change %
+3.59%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
71
Reduced
53
Closed
18
Calls
$2.65M
Puts
$2.59M
Net Calls
+$56K
Net Calls Change
+$313K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
151
UBS Group
Switzerland
$51K -$50.9K -1,430 -56%
BlackRock
152
BlackRock
New York
$46K +$14.4K +404 +63%
Victory Capital Management
153
Victory Capital Management
Texas
$41K -$3.88K -109 -11%
TRCT
154
Tower Research Capital (TRC)
New York
$41K +$29.2K +821 +821%
FMA
155
FNY Managed Accounts
New York
$36K +$28.5K +800 New
US Bancorp
156
US Bancorp
Minnesota
$31K -$641 -18 -3%
AF
157
Allworth Financial
California
$25K
LIA
158
LS Investment Advisors
Michigan
$23K
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$18K +$4.1K +115 +40%
WA
160
WealthTrust-Arizona
Arizona
$13K
SWA
161
Sutton Wealth Advisors
Florida
$11.7K +$9.22K +259 New
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$11K
CSS
163
Cubist Systematic Strategies
Connecticut
$10K -$29.7K -834 -79%
IA
164
IFP Advisors
Florida
$8K -$71.2K -2,000 -96%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$7K +$3.46K +97 +145%
Geode Capital Management
166
Geode Capital Management
Massachusetts
$6.71K +$398K +11,169 +8%
TDC
167
Thompson Davis & Co
Virginia
$6K -$22.3K -625 -83%
PA
168
Perceptive Advisors
New York
$6K
WAM
169
Wealthspire Advisors (Maryland)
Maryland
$5K
OAJ
170
Ogorek Anthony Joseph
New York
$4K
LTFS
171
Ladenburg Thalmann Financial Services
Florida
$4K +$3.56K +100 New
GAM
172
Gemmer Asset Management
California
$2K -$392 -11 -15%
Millennium Management
173
Millennium Management
New York
-$9.61M -239,732 Closed
CM
174
Castleark Management
Illinois
-$5.75M -143,352 Closed
PC
175
Pier Capital
Connecticut
-$2.72M -67,862 Closed

INGN Hedge Fund Activity: Q1 2016 in Review

173 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Inogen (INGN) for Q1 2016, worth a combined $946M — up 17% from $807M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new INGN positions and 18 closed out — a net gain of 7 holders — while 71 added to existing stakes and 53 trimmed.

The largest buyer was Kalmar Investments, adding an estimated $9.18M. The largest seller was Allianz Asset Management, cutting an estimated $12.2M.

  • 173 institutional investors held Inogen (INGN) as of Q1 2016, up from 167 in Q4 2015.
  • Funds reported $946M of Inogen stock for Q1 2016, up 17% quarter-over-quarter.
  • 25 funds opened new Inogen positions in Q1 2016 and 18 closed out, a net change of +7 holders.
  • The largest Inogen buyer in Q1 2016 was Kalmar Investments, an estimated $9.18M added.
  • The largest Inogen seller in Q1 2016 was Allianz Asset Management, an estimated $12.2M sold.

Based on aggregated 13F filings for Q1 2016.