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Inogen

187 hedge funds and large institutions have $1.42B invested in Inogen in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

103.99% more ownership

Funds ownership: 0%103.99% (+104%)

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

15% more call options, than puts

Call options by funds: $5.64M | Put options by funds: $4.92M

7% more funds holding

Funds holding: 174187 (+13)

6% more capital invested

Capital invested by funds: $1.33B → $1.42B (+$84.9M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

40% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 78

Holders
187
Holders Change
+13
Holders Change %
+7.47%
% of All Funds
4.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
34
Increased
47
Reduced
78
Closed
18
Calls
$5.64M
Puts
$4.92M
Net Calls
+$720K
Net Calls Change
+$555K
Name Holding Trade Value Shares
Change
Change in
Stake
NHAS
1
Novo Holdings A/S
Denmark
$238M
BCM
2
Brown Capital Management
Maryland
$95.2M +$11.9M +192,784 +16%
BFA
3
BlackRock Fund Advisors
California
$87.7M +$7.81M +126,612 +11%
Vanguard Group
4
Vanguard Group
Pennsylvania
$77.8M +$7.23M +117,299 +11%
William Blair & Company
5
William Blair & Company
Illinois
$60.7M -$522K -8,473 -0.9%
TCM
6
TimesSquare Capital Management
New York
$42.3M -$5.99M -97,100 -13%
WRF
7
Waddell & Reed Financial
Kansas
$42M +$995K +16,130 +3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$33.5M +$459K +7,446 +2%
BIT
9
BlackRock Institutional Trust
California
$28.1M +$1.4M +22,737 +6%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$25.8M -$1.22M -19,729 -5%
CAM
11
Cortina Asset Management
Wisconsin
$25.5M -$1.79M -28,952 -7%
PCM
12
Peregrine Capital Management
Minnesota
$25.5M -$2.31M -37,524 -9%
State Street
13
State Street
Massachusetts
$24.8M +$1.23M +19,891 +6%
JP Morgan Chase
14
JP Morgan Chase
New York
$23.3M -$5.97M -96,836 -22%
GIM
15
Granahan Investment Management
Massachusetts
$21.3M -$765K -12,400 -4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$20M +$2.3M +37,351 +14%
RFS
17
Rockefeller Financial Services
New York
$19.8M -$64.9K -1,053 -0.4%
Wells Fargo
18
Wells Fargo
California
$19M -$12M -194,378 -41%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$18.9M +$488K +7,914 +3%
Norges Bank
20
Norges Bank
Norway
$18.8M -$1.1M -17,800 -6%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$18.7M +$444K +7,200 +3%
Invesco
22
Invesco
Georgia
$16.7M -$2.42M -39,202 -14%
KI
23
Kalmar Investments
Delaware
$16.6M -$9.72M -157,693 -39%
NCGI
24
Next Century Growth Investors
Minnesota
$16M -$4.02M -65,129 -21%
Northern Trust
25
Northern Trust
Illinois
$15.3M -$832K -13,494 -6%

INGN Hedge Fund Activity: Q4 2016 in Review

187 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Inogen (INGN) for Q4 2016, worth a combined $1.42B — up 6.4% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new INGN positions and 18 closed out — a net gain of 16 holders — while 47 added to existing stakes and 78 trimmed.

The largest buyer was Brown Capital Management, adding an estimated $11.9M. The largest seller was OppenheimerFunds, cutting an estimated $13M.

  • 187 institutional investors held Inogen (INGN) as of Q4 2016, up from 174 in Q3 2016.
  • Funds reported $1.42B of Inogen stock for Q4 2016, up 6.4% quarter-over-quarter.
  • 34 funds opened new Inogen positions in Q4 2016 and 18 closed out, a net change of +16 holders.
  • The largest Inogen buyer in Q4 2016 was Brown Capital Management, an estimated $11.9M added.
  • The largest Inogen seller in Q4 2016 was OppenheimerFunds, an estimated $13M sold.

Based on aggregated 13F filings for Q4 2016.