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Inogen

165 hedge funds and large institutions have $808M invested in Inogen in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 50

0.3% more ownership

Funds ownership: 102.89%103.2% (+0.3%)

8% less funds holding

Funds holding: 180165 (-15)

22% less call options, than puts

Call options by funds: $2.62M | Put options by funds: $3.37M

31% less capital invested

Capital invested by funds: $1.17B → $808M (-$363M)

34% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 38

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
165
Holders Change
-15
Holders Change %
-8.33%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
59
Reduced
50
Closed
38
Calls
$2.62M
Puts
$3.37M
Net Calls
-$757K
Net Calls Change
-$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brown Capital Management
Maryland
$134M +$2.05M +48,592 +1%
NHAS
2
Novo Holdings A/S
Denmark
$126M
BlackRock
3
BlackRock
New York
$106M +$1.04M +24,627 +0.8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$70.4M -$1.02M -24,154 -1%
FAM
5
Fred Alger Management
New York
$57.4M +$4.69M +111,236 +7%
State Street
6
State Street
Massachusetts
$27.9M +$4.32M +102,502 +15%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$17.5M -$59.6K -1,414 -0.3%
New York State Common Retirement Fund
8
New York State Common Retirement Fund
New York
$17.3M
Norges Bank
9
Norges Bank
Norway
$16.6M +$3.01M +71,479 +18%
Goldman Sachs
10
Goldman Sachs
New York
$13.1M +$1.04M +24,686 +7%
BAMCO Inc
11
BAMCO Inc
New York
$12.8M +$3.16M +75,000 +26%
Renaissance Technologies
12
Renaissance Technologies
New York
$12.5M +$6.26M +148,430 +73%
Ameriprise
13
Ameriprise
Minnesota
$10.2M +$5.24M +124,445 +76%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$9.89M -$931K -22,100 -7%
Northern Trust
15
Northern Trust
Illinois
$9.81M -$107K -2,534 -0.9%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$9.73M -$477K -11,313 -4%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$9.59M +$94.1K +2,234 +0.8%
RP
18
Riverbridge Partners
Minnesota
$9.28M -$385K -9,143 -3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$7.26M +$54.2K +1,287 +0.6%
Federated Hermes
20
Federated Hermes
Pennsylvania
$5.33M +$6.25M +148,224 +8,290%
BG
21
Bellevue Group
Switzerland
$5.29M +$1.08M +25,517 +21%
Principal Financial Group
22
Principal Financial Group
Iowa
$5.02M +$120K +2,850 +2%
NIM
23
Needham Investment Management
New York
$4.97M +$3.71M +88,000 +169%
Charles Schwab
24
Charles Schwab
California
$4.34M +$330K +7,834 +7%
MCM
25
Matarin Capital Management
New York
$4.2M -$2.59M -61,558 -34%

INGN Hedge Fund Activity: Q2 2020 in Review

165 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Inogen (INGN) for Q2 2020, worth a combined $808M — down 31% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of INGN and 25 opened new positions — a net loss of 13 holders — while 50 trimmed existing stakes and 59 added.

The largest buyer was Renaissance Technologies, adding an estimated $6.26M. The largest seller was JP Morgan Chase, cutting an estimated $7.22M.

  • 165 institutional investors held Inogen (INGN) as of Q2 2020, down from 180 in Q1 2020.
  • Funds reported $808M of Inogen stock for Q2 2020, down 31% quarter-over-quarter.
  • 25 funds opened new Inogen positions in Q2 2020 and 38 closed out, a net change of -13 holders.
  • The largest Inogen buyer in Q2 2020 was Renaissance Technologies, an estimated $6.26M added.
  • The largest Inogen seller in Q2 2020 was JP Morgan Chase, an estimated $7.22M sold.

Based on aggregated 13F filings for Q2 2020.