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Inogen
INGN

208 hedge funds and large institutions have $2.03B invested in Inogen in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

6% more funds holding

Funds holding: 197 → 208 (+11)

1% more capital invested

Capital invested by funds: $2.01B → $2.03B (+$22.4M)

0.73% more ownership

Funds ownership: 102.45% → 103.18% (+0.73%)

7% less call options, than puts

Call options by funds: $5.17M | Put options by funds: $5.55M

9% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 78

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
208
Holders Change
+11
Holders Change %
+5.58%
% of All Funds
5.19%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
31
Increased
71
Reduced
78
Closed
17
Calls
$5.17M
Puts
$5.55M
Net Calls
-$374K
Net Calls Change
+$140K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$24.1M
2
PHS
PFM Health Sciences
California
+$23.2M
3
Norges Bank
Norges Bank
Norway
+$7.94M
4
BlackRock
BlackRock
New York
+$6.58M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.45M

Top Sellers

1
MWNA
Marshall Wace North America
New York
-$13.5M
2
PC
Polar Capital
United Kingdom
-$10.2M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$9.2M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$8.05M
5
PCM
Peregrine Capital Management
Minnesota
-$7.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$9K – – –
AG
202
Advisor Group
Arizona
$7K -$4.63K -48 -40%
WAS
203
WESPAC Advisors SoCal
California
$7K – – –
GAM
204
Gemmer Asset Management
California
$6K – – –
WAM
205
Wealthspire Advisors (Maryland)
Maryland
$2K -$1.64K -17 -43%
TWA
206
TCI Wealth Advisors
Arizona
$2K – – –
PFBT
207
Parkside Financial Bank & Trust
Missouri
$1K – – –
PC
208
Polar Capital
United Kingdom
– -$10.2M -106,474 Closed
Point72 Asset Management
209
Point72 Asset Management
Connecticut
– -$9.2M -96,419 Closed
RHJA
210
Rice Hall James & Associates
California
– -$2.02M -21,210 Closed
Susquehanna International Group
211
Susquehanna International Group
Pennsylvania
– -$1.52M -15,796 Closed
FHAM
212
Folger Hill Asset Management
New York
– -$682K -7,152 Closed
Jane Street
213
Jane Street
New York
– -$669K -7,011 Closed
AA
214
ALPS Advisors
Colorado
– -$621K -6,504 Closed
Simplex Trading
215
Simplex Trading
Illinois
– -$430K -4,459 Closed
CANY
216
Caxton Associates (New York)
New York
– -$416K -4,362 Closed
IR
217
Invictus RG
Bermuda
– -$312K -3,269 Closed
PA
218
Profund Advisors
Maryland
– -$249K -2,607 Closed
LPL Financial
219
LPL Financial
California
– -$214K -2,246 Closed
AIM
220
Acrospire Investment Management
Illinois
– -$57K -594 Closed
Creative Planning
221
Creative Planning
Kansas
– -$48K -500 Closed
DADC
222
D.A. Davidson & Co
Montana
– -$38K -400 Closed
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
– -$5K -50 Closed
PHK
224
Point72 Hong Kong
Hong Kong
– -$1K -6 Closed
SMG
225
Spectrum Management Group
Indiana
– +$193 +2 New
5 6 7 8
9

INGN Hedge Fund Activity: Q3 2017 in Review

208 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Inogen (INGN) for Q3 2017, worth a combined $2.03B — up 1.1% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new INGN positions and 17 closed out — a net gain of 14 holders — while 71 added to existing stakes and 78 trimmed.

The largest buyer was Vanguard Group, adding an estimated $24.1M. The largest seller was Marshall Wace North America, cutting an estimated $13.5M.

  • 208 institutional investors held Inogen (INGN) as of Q3 2017, up from 197 in Q2 2017.
  • Funds reported $2.03B of Inogen stock for Q3 2017, up 1.1% quarter-over-quarter.
  • 31 funds opened new Inogen positions in Q3 2017 and 17 closed out, a net change of +14 holders.
  • The largest Inogen buyer in Q3 2017 was Vanguard Group, an estimated $24.1M added.
  • The largest Inogen seller in Q3 2017 was Marshall Wace North America, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2017.