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Inogen

175 hedge funds and large institutions have $1.36B invested in Inogen in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

25% more capital invested

Capital invested by funds: $1.09B → $1.36B (+$270M)

16% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 51

13% more funds holding

Funds holding: 155175 (+20)

0.15% more ownership

Funds ownership: 93.36%93.51% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

29% less call options, than puts

Call options by funds: $965K | Put options by funds: $1.35M

Holders
175
Holders Change
+20
Holders Change %
+12.9%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
59
Reduced
51
Closed
13
Calls
$965K
Puts
$1.35M
Net Calls
-$390K
Net Calls Change
+$655K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$26K
HI
152
Harbour Investments
Wisconsin
$25K +$12.5K +198 +109%
SPIA
153
Steward Partners Investment Advisory
New York
$24K -$63.3K -1,000 -73%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$22K +$127 +2 +0.6%
Skandinaviska Enskilda Banken (SEB)
155
Skandinaviska Enskilda Banken (SEB)
Sweden
$19K
SGAM
156
Smith Group Asset Management
Texas
$18K +$17.1K +270 New
SWA
157
Sutton Wealth Advisors
Florida
$17.7K
Macquarie Group
158
Macquarie Group
Australia
$15K
FHA
159
First Horizon Advisors
Tennessee
$11K
AF
160
Advisornet Financial
Minnesota
$10K
Baillie Gifford & Co
161
Baillie Gifford & Co
United Kingdom
$9K
GAM
162
Gemmer Asset Management
California
$9K
LC
163
Lindbrook Capital
California
$8K
VCM
164
Versant Capital Management
Arizona
$6K +$2.72K +43 +102%
ASN
165
Advisory Services Network
Georgia
$6K +$6.52K +103 New
MHR
166
Matthew Hamilton Rosenberg
$5K
PFBT
167
Parkside Financial Bank & Trust
Missouri
$5K +$316 +5 +7%
CT
168
Caldwell Trust
Florida
$4.3K
CAM
169
ClariVest Asset Management
California
$4K +$3.99K +63 New
MAM
170
McCarthy Asset Management
California
$3K
PCG
171
Private Capital Group
Connecticut
$2K
TFO
172
Tarbox Family Office
California
$2K
AIG
173
American International Group
New York
$821 +$21K +332 +3%
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$51
MIM
175
Monashee Investment Management
Massachusetts
-$3.94M -75,000 Closed

INGN Hedge Fund Activity: Q2 2021 in Review

175 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Inogen (INGN) for Q2 2021, worth a combined $1.36B — up 25% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new INGN positions and 13 closed out — a net gain of 20 holders — while 59 added to existing stakes and 51 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $32.6M. The largest seller was Novo Holdings A/S, cutting an estimated $43M.

  • 175 institutional investors held Inogen (INGN) as of Q2 2021, up from 155 in Q1 2021.
  • Funds reported $1.36B of Inogen stock for Q2 2021, up 25% quarter-over-quarter.
  • 33 funds opened new Inogen positions in Q2 2021 and 13 closed out, a net change of +20 holders.
  • The largest Inogen buyer in Q2 2021 was Loomis, Sayles & Company, an estimated $32.6M added.
  • The largest Inogen seller in Q2 2021 was Novo Holdings A/S, an estimated $43M sold.

Based on aggregated 13F filings for Q2 2021.