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Inogen

168 hedge funds and large institutions have $1.09B invested in Inogen in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $946M → $1.09B (+$139M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 173168 (-5)

11% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 64

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

62% less call options, than puts

Call options by funds: $471K | Put options by funds: $1.24M

Holders
168
Holders Change
-5
Holders Change %
-2.89%
% of All Funds
4.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
57
Reduced
64
Closed
23
Calls
$471K
Puts
$1.24M
Net Calls
-$768K
Net Calls Change
-$824K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
151
WealthTrust-Arizona
Arizona
$25K +$9.54K +200 +67%
UBS Group
152
UBS Group
Switzerland
$23K -$32.2K -675 -59%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$18K -$1.91K -40 -10%
MWP
154
MYCIO Wealth Partners
Pennsylvania
$16K +$15.2K +318 New
AIM
155
Arcadia Investment Management
Michigan
$15K +$13.9K +292 New
AG
156
Advisor Group
Arizona
$15K +$14.9K +313 New
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$14K +$13.7K +287 New
Simplex Trading
158
Simplex Trading
Illinois
$13K +$12.4K +260 New
SWA
159
Sutton Wealth Advisors
Florida
$13K
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$12K
PA
161
Perceptive Advisors
New York
$6K
TDC
162
Thompson Davis & Co
Virginia
$6K
LTFS
163
Ladenburg Thalmann Financial Services
Florida
$5K
OAJ
164
Ogorek Anthony Joseph
New York
$5K
WAM
165
Wealthspire Advisors (Maryland)
Maryland
$5K
WAS
166
WESPAC Advisors SoCal
California
$3.76K +$3.58K +75 New
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$3K -$4.63K -97 -59%
GAM
168
Gemmer Asset Management
California
$3K
NAM
169
Nichols Asset Management
Massachusetts
-$9.3M -206,766 Closed
HHC
170
Hutchin Hill Capital
New York
-$1.45M -32,200 Closed
LPL Financial
171
LPL Financial
California
-$1.12M -24,994 Closed
Marshall Wace
172
Marshall Wace
United Kingdom
-$1.03M -22,818 Closed
BIM
173
Bogle Investment Management
Massachusetts
-$861K -19,150 Closed
GAM
174
Gotham Asset Management
New York
-$808K -17,974 Closed
OAM
175
Oxford Asset Management
United Kingdom
-$779K -17,312 Closed

INGN Hedge Fund Activity: Q2 2016 in Review

168 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Inogen (INGN) for Q2 2016, worth a combined $1.09B — up 15% from $946M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of INGN and 19 opened new positions — a net loss of 4 holders — while 64 trimmed existing stakes and 57 added.

The largest buyer was Brown Capital Management, opening a new position worth an estimated $57.2M. The largest seller was Next Century Growth Investors, cutting an estimated $16.2M.

  • 168 institutional investors held Inogen (INGN) as of Q2 2016, down from 173 in Q1 2016.
  • Funds reported $1.09B of Inogen stock for Q2 2016, up 15% quarter-over-quarter.
  • 19 funds opened new Inogen positions in Q2 2016 and 23 closed out, a net change of -4 holders.
  • The largest Inogen buyer in Q2 2016 was Brown Capital Management, an estimated $57.2M added.
  • The largest Inogen seller in Q2 2016 was Next Century Growth Investors, an estimated $16.2M sold.

Based on aggregated 13F filings for Q2 2016.