We are live on ! Find out more
INGN icon

Inogen

174 hedge funds and large institutions have $1.33B invested in Inogen in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

30% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 53

27% more call options, than puts

Call options by funds: $770K | Put options by funds: $605K

23% more capital invested

Capital invested by funds: $1.09B → $1.33B (+$245M)

4% more funds holding

Funds holding: 168174 (+6)

Holders
174
Holders Change
+6
Holders Change %
+3.57%
% of All Funds
4.64%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
24
Increased
69
Reduced
53
Closed
17
Calls
$770K
Puts
$605K
Net Calls
+$165K
Net Calls Change
+$933K
Name Holding Trade Value Shares
Change
Change in
Stake
NHAS
1
Novo Holdings A/S
Denmark
$213M
BCM
2
Brown Capital Management
Maryland
$73.3M +$1.38M +24,773 +2%
BFA
3
BlackRock Fund Advisors
California
$70.7M +$6.77M +121,397 +11%
Vanguard Group
4
Vanguard Group
Pennsylvania
$62.3M +$8.29M +148,747 +17%
William Blair & Company
5
William Blair & Company
Illinois
$54.7M -$4.57K -82 -0%
TCM
6
TimesSquare Capital Management
New York
$43.5M -$24.3M -435,555 -37%
WRF
7
Waddell & Reed Financial
Kansas
$36.5M +$26M +465,900 +325%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$29.4M +$1.9M +34,179 +7%
Wells Fargo
9
Wells Fargo
California
$28.6M -$26.2M -469,339 -50%
JP Morgan Chase
10
JP Morgan Chase
New York
$26.5M +$860K +15,425 +4%
O
11
OppenheimerFunds
New York
$25.5M +$1.55M +27,767 +7%
PCM
12
Peregrine Capital Management
Minnesota
$25M +$23.2M +416,770 New
CAM
13
Cortina Asset Management
Wisconsin
$24.5M -$393K -7,048 -2%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$24.4M +$10.6M +190,884 +88%
KI
15
Kalmar Investments
Delaware
$24.3M -$1.66M -29,855 -7%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$24.2M -$1.02M -18,359 -4%
BIT
17
BlackRock Institutional Trust
California
$23.7M +$906K +16,264 +4%
State Street
18
State Street
Massachusetts
$20.9M +$1.92M +34,442 +11%
GIM
19
Granahan Investment Management
Massachusetts
$19.8M -$281K -5,040 -2%
NCGI
20
Next Century Growth Investors
Minnesota
$18.2M -$864K -15,498 -5%
RFS
21
Rockefeller Financial Services
New York
$17.7M
Invesco
22
Invesco
Georgia
$17.2M +$152K +2,720 +1%
Norges Bank
23
Norges Bank
Norway
$17M +$16.5M +295,654 +13,288%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$16.4M +$452K +8,117 +3%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$16.3M +$1.81M +32,400 +14%

INGN Hedge Fund Activity: Q3 2016 in Review

174 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Inogen (INGN) for Q3 2016, worth a combined $1.33B — up 23% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new INGN positions and 17 closed out — a net gain of 7 holders — while 69 added to existing stakes and 53 trimmed.

The largest buyer was Waddell & Reed Financial, adding an estimated $26M. The largest seller was Wells Fargo, cutting an estimated $26.2M.

  • 174 institutional investors held Inogen (INGN) as of Q3 2016, up from 168 in Q2 2016.
  • Funds reported $1.33B of Inogen stock for Q3 2016, up 23% quarter-over-quarter.
  • 24 funds opened new Inogen positions in Q3 2016 and 17 closed out, a net change of +7 holders.
  • The largest Inogen buyer in Q3 2016 was Waddell & Reed Financial, an estimated $26M added.
  • The largest Inogen seller in Q3 2016 was Wells Fargo, an estimated $26.2M sold.

Based on aggregated 13F filings for Q3 2016.