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Inogen
INGN

161 hedge funds and large institutions have $935M invested in Inogen in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

53% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 19

50% more capital invested

Capital invested by funds: $623M → $935M (+$312M)

29% more call options, than puts

Call options by funds: $3.66M | Put options by funds: $2.84M

7% more funds holding

Funds holding: 151 → 161 (+10)

3.04% less ownership

Funds ownership: 97.67% → 94.63% (-3%)

16% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 55

Holders
161
Holders Change
+10
Holders Change %
+6.62%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
29
Increased
46
Reduced
55
Closed
19
Calls
$3.66M
Puts
$2.84M
Net Calls
+$827K
Net Calls Change
+$2.26M

Top Buyers

Rank Fund Capital Flow
1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$5.5M
2
BAMCO Inc
BAMCO Inc
New York
+$3.67M
3
JP Morgan Chase
JP Morgan Chase
New York
+$3.45M
4
BlackRock
BlackRock
New York
+$2.97M
5
SAM
Silvercrest Asset Management
New York
+$2.77M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$6.51M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$4.72M
3
NIM
Needham Investment Management
New York
-$4.64M
4
Two Sigma Investments
Two Sigma Investments
New York
-$4.01M
5
State Street
State Street
Massachusetts
-$3.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
151
Matthew Hamilton Rosenberg
$3K – – –
ASN
152
Advisory Services Network
Georgia
$3K +$725 +21 +42%
CT
153
Caldwell Trust
Florida
$2.95K – – –
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$2K +$691 +20 +100%
MAM
155
McCarthy Asset Management
California
$2K +$1.38K +40 New
TFO
156
Tarbox Family Office
California
$1K – – –
SFS
157
Sowell Financial Services
Arkansas
$1K +$242 +7 +58%
IAIM
158
International Assets Investment Management
Florida
$1K +$621 +18 New
AIG
159
American International Group
New York
$554 -$10.6K -307 -2%
NIM
160
Needham Investment Management
New York
– -$4.64M -160,000 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
161
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$1.86M -64,300 Closed
BIAS
162
Beacon Investment Advisory Services
New Jersey
– -$686K -23,650 Closed
American Century Companies
163
American Century Companies
Missouri
– -$446K -15,363 Closed
ACM
164
AlphaCrest Capital Management
New York
– -$430K -14,832 Closed
WCM
165
Weld Capital Management
New York
– -$349K -12,046 Closed
Squarepoint
166
Squarepoint
New York
– -$272K -9,382 Closed
TCM
167
Teza Capital Management
Illinois
– -$270K -9,300 Closed
First Trust Advisors
168
First Trust Advisors
Illinois
– -$269K -9,265 Closed
Walleye Capital
169
Walleye Capital
New York
– -$238K -8,200 Closed
CC
170
Chicago Capital
Illinois
– -$204K -7,047 Closed
QT
171
Quantbot Technologies
New York
– -$186K -6,415 Closed
SG Americas Securities
172
SG Americas Securities
New York
– -$168K -5,795 Closed
Russell Investments Group
173
Russell Investments Group
United Kingdom
– -$50K -1,730 Closed
PCM
174
Prelude Capital Management
New York
– -$40K -1,369 Closed
Fidelity Investments
175
Fidelity Investments
Massachusetts
– -$12K -421 Closed
4 5 6
7
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INGN Hedge Fund Activity: Q4 2020 in Review

161 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Inogen (INGN) for Q4 2020, worth a combined $935M — up 50% from $623M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new INGN positions and 19 closed out — a net gain of 10 holders — while 46 added to existing stakes and 55 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $5.5M. The largest seller was Goldman Sachs, cutting an estimated $6.51M.

  • 161 institutional investors held Inogen (INGN) as of Q4 2020, up from 151 in Q3 2020.
  • Funds reported $935M of Inogen stock for Q4 2020, up 50% quarter-over-quarter.
  • 29 funds opened new Inogen positions in Q4 2020 and 19 closed out, a net change of +10 holders.
  • The largest Inogen buyer in Q4 2020 was Point72 Asset Management, an estimated $5.5M added.
  • The largest Inogen seller in Q4 2020 was Goldman Sachs, an estimated $6.51M sold.

Based on aggregated 13F filings for Q4 2020.