Inogen
INGN
187 hedge funds and large institutions have $1.42B invested in Inogen in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 78 reducing their positions, and 18 closing their positions.
103.99% more ownership
Funds ownership: 0% → 103.99% (+104%)
89% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 18
15% more call options, than puts
Call options by funds: $5.64M | Put options by funds: $4.92M
7% more funds holding
Funds holding: 174 → 187 (+13)
6% more capital invested
Capital invested by funds: $1.33B → $1.42B (+$84.9M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
40% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 78
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
+$11.9M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$7.81M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.23M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$6.33M |
| 5 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
+$4.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$13M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$12M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$11.4M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$10.1M |
| 5 |
KI
Kalmar Investments
Greenville,
Delaware
|
-$9.72M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWP
201
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$19K | -318 | Closed |
|
|
CSS
202
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$19K | -312 | Closed |
|
203
Creative Planning
Overland Park,
Kansas
| – | -$18K | -303 | Closed |
|
|
HCM
204
Horrell Capital Management
Little Rock,
Arkansas
| – | -$1K | -18 | Closed |
|
|
GC
205
Globeflex Capital
San Diego,
California
| – | -$1K | -11 | Closed |
|
INGN Hedge Fund Activity: Q4 2016 in Review
187 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Inogen (INGN) for Q4 2016, worth a combined $1.42B — up 6.4% from $1.33B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new INGN positions and 18 closed out — a net gain of 16 holders — while 47 added to existing stakes and 78 trimmed.
The largest buyer was Brown Capital Management, adding an estimated $11.9M. The largest seller was OppenheimerFunds, cutting an estimated $13M.
- 187 institutional investors held Inogen (INGN) as of Q4 2016, up from 174 in Q3 2016.
- Funds reported $1.42B of Inogen stock for Q4 2016, up 6.4% quarter-over-quarter.
- 34 funds opened new Inogen positions in Q4 2016 and 18 closed out, a net change of +16 holders.
- The largest Inogen buyer in Q4 2016 was Brown Capital Management, an estimated $11.9M added.
- The largest Inogen seller in Q4 2016 was OppenheimerFunds, an estimated $13M sold.
Based on aggregated 13F filings for Q4 2016.