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Inogen

228 hedge funds and large institutions have $2.59B invested in Inogen in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 83 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

4% more funds holding

Funds holding: 220228 (+8)

3% more capital invested

Capital invested by funds: $2.5B → $2.59B (+$86.9M)

1.32% less ownership

Funds ownership: 100.68%99.36% (-1.3%)

12% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 83

50% less call options, than puts

Call options by funds: $4.58M | Put options by funds: $9.16M

Holders
228
Holders Change
+8
Holders Change %
+3.64%
% of All Funds
5.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
31
Increased
73
Reduced
83
Closed
21
Calls
$4.58M
Puts
$9.16M
Net Calls
-$4.58M
Net Calls Change
-$4.07M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Allworth Financial
California
$68K
Simplex Trading
202
Simplex Trading
Illinois
$66K -$91.2K -747 -58%
ASN
203
Advisory Services Network
Georgia
$64K +$6.1K +50 +11%
US Bancorp
204
US Bancorp
Minnesota
$63K
GXMC
205
Global X Management Company
New York
$49K +$12.5K +102 +34%
SWA
206
Sutton Wealth Advisors
Florida
$31.8K
SWP
207
Strategic Wealth Partners
Ohio
$31K
AIM
208
Arcadia Investment Management
Michigan
$29K
LTFS
209
Ladenburg Thalmann Financial Services
Florida
$21K
DZ Bank
210
DZ Bank
Germany
$19K +$18.6K +152 New
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$17K -$3.79K -31 -18%
MAM
212
Meeder Asset Management
Ohio
$16K +$14.9K +122 +1,743%
TDC
213
Thompson Davis & Co
Virginia
$15K
OIA
214
Optimum Investment Advisors
Illinois
$14K +$13.4K +110 New
AG
215
Advisor Group
Arizona
$9K
WAS
216
WESPAC Advisors SoCal
California
$9K
APA
217
American Portfolios Advisors
New York
$8.35K
GAM
218
Gemmer Asset Management
California
$7K
FGC
219
Financial Gravity Companies
Texas
$7K +$610 +5 +13%
FGAM
220
Financial Gravity Asset Management
Texas
$7K +$5.49K +45 New
WAM
221
Wealthspire Advisors (Maryland)
Maryland
$6K -$122 -1 -2%
TWA
222
TCI Wealth Advisors
Arizona
$3K
PIM
223
Partner Investment Management
California
$2K -$141K -1,155 -98%
PFBT
224
Parkside Financial Bank & Trust
Missouri
$2K +$366 +3 +30%
PCG
225
Private Capital Group
Connecticut
$1K -$60.9K -499 -99%

INGN Hedge Fund Activity: Q1 2018 in Review

228 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Inogen (INGN) for Q1 2018, worth a combined $2.59B — up 3.5% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new INGN positions and 21 closed out — a net gain of 10 holders — while 73 added to existing stakes and 83 trimmed.

The largest buyer was BlackRock, adding an estimated $13.6M. The largest seller was William Blair & Company, cutting an estimated $22.3M.

  • 228 institutional investors held Inogen (INGN) as of Q1 2018, up from 220 in Q4 2017.
  • Funds reported $2.59B of Inogen stock for Q1 2018, up 3.5% quarter-over-quarter.
  • 31 funds opened new Inogen positions in Q1 2018 and 21 closed out, a net change of +10 holders.
  • The largest Inogen buyer in Q1 2018 was BlackRock, an estimated $13.6M added.
  • The largest Inogen seller in Q1 2018 was William Blair & Company, an estimated $22.3M sold.

Based on aggregated 13F filings for Q1 2018.