Inogen
INGN
62 hedge funds and large institutions have $229M invested in Inogen in 2014 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
36% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 14
19% more funds holding
Funds holding: 52 → 62 (+10)
4% more capital invested
Capital invested by funds: $220M → $229M (+$8.85M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tamarack Capital Management
Carlsbad,
California
|
+$5.29M |
| 2 |
RA
Royce & Associates
New York
|
+$5.17M |
| 3 |
NAM
Nichols Asset Management
Sudbury,
Massachusetts
|
+$4.75M |
| 4 |
PC
Pier Capital
Stamford,
Connecticut
|
+$2.94M |
| 5 |
Canada Life
Winnipeg,
Manitoba, Canada
|
+$2.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RG
Redmile Group
San Francisco,
California
|
-$10.2M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
-$2.54M |
| 3 |
SAM
Sectoral Asset Management
Montreal,
Quebec, Canada
|
-$601K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$478K |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$429K |
INGN Hedge Fund Activity: Q3 2014 in Review
62 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Inogen (INGN) for Q3 2014, worth a combined $229M — up 4% from $220M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new INGN positions and 8 closed out — a net gain of 10 holders — while 19 added to existing stakes and 14 trimmed.
The largest buyer was Tamarack Capital Management, opening a new position worth an estimated $5.29M. The largest seller was Redmile Group, exiting entirely with an estimated $10.2M sold.
- 62 institutional investors held Inogen (INGN) as of Q3 2014, up from 52 in Q2 2014.
- Funds reported $229M of Inogen stock for Q3 2014, up 4% quarter-over-quarter.
- 18 funds opened new Inogen positions in Q3 2014 and 8 closed out, a net change of +10 holders.
- The largest Inogen buyer in Q3 2014 was Tamarack Capital Management, an estimated $5.29M added.
- The largest Inogen seller in Q3 2014 was Redmile Group, an estimated $10.2M sold.
Based on aggregated 13F filings for Q3 2014.