Inogen
INGN
131 hedge funds and large institutions have $794M invested in Inogen in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 13 closing their positions.
177% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 13
50% more capital invested
Capital invested by funds: $528M → $794M (+$266M)
43% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 35
21% more funds holding
Funds holding: 108 → 131 (+23)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
62% less call options, than puts
Call options by funds: $58K | Put options by funds: $154K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KI
Kalmar Investments
Greenville,
Delaware
|
+$10.9M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$10.3M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$9.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.18M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tamarack Capital Management
Carlsbad,
California
|
-$18.2M |
| 2 |
Millennium Management
New York
|
-$10.5M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$6.36M |
| 4 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$5.42M |
| 5 |
VVM
Versant Venture Management
San Francisco,
California
|
-$4.97M |
INGN Hedge Fund Activity: Q2 2015 in Review
131 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Inogen (INGN) for Q2 2015, worth a combined $794M — up 50% from $528M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new INGN positions and 13 closed out — a net gain of 23 holders — while 50 added to existing stakes and 35 trimmed.
The largest buyer was Kalmar Investments, opening a new position worth an estimated $10.9M. The largest seller was Tamarack Capital Management, cutting an estimated $18.2M.
- 131 institutional investors held Inogen (INGN) as of Q2 2015, up from 108 in Q1 2015.
- Funds reported $794M of Inogen stock for Q2 2015, up 50% quarter-over-quarter.
- 36 funds opened new Inogen positions in Q2 2015 and 13 closed out, a net change of +23 holders.
- The largest Inogen buyer in Q2 2015 was Kalmar Investments, an estimated $10.9M added.
- The largest Inogen seller in Q2 2015 was Tamarack Capital Management, an estimated $18.2M sold.
Based on aggregated 13F filings for Q2 2015.