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Inogen

175 hedge funds and large institutions have $1.36B invested in Inogen in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

25% more capital invested

Capital invested by funds: $1.09B → $1.36B (+$270M)

16% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 51

13% more funds holding

Funds holding: 155175 (+20)

0.15% more ownership

Funds ownership: 93.36%93.51% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

29% less call options, than puts

Call options by funds: $965K | Put options by funds: $1.35M

Holders
175
Holders Change
+20
Holders Change %
+12.9%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
59
Reduced
51
Closed
13
Calls
$965K
Puts
$1.35M
Net Calls
-$390K
Net Calls Change
+$655K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brown Capital Management
Maryland
$240M -$16.1M -254,313 -6%
BlackRock
2
BlackRock
New York
$207M -$4.07M -64,348 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$153M +$6.43M +101,579 +5%
NHAS
4
Novo Holdings A/S
Denmark
$136M -$43M -680,000 -25%
State Street
5
State Street
Massachusetts
$51.3M +$2.43M +38,368 +5%
BAMCO Inc
6
BAMCO Inc
New York
$46.1M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$38.9M +$5.12M +80,940 +16%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$33.6M +$32.6M +515,451 New
New York State Common Retirement Fund
9
New York State Common Retirement Fund
New York
$31.8M +$104K +1,646 +0.3%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$22.2M -$195K -3,086 -0.9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$21M +$1.13M +17,924 +6%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$20.2M -$467K -7,371 -2%
Ameriprise
13
Ameriprise
Minnesota
$18.7M -$2.2M -34,747 -11%
BG
14
Bellevue Group
Switzerland
$18.3M
RP
15
Riverbridge Partners
Minnesota
$18.1M +$883K +13,955 +5%
Northern Trust
16
Northern Trust
Illinois
$16.2M +$285K +4,498 +2%
FAM
17
Fred Alger Management
New York
$14.9M +$5.99M +94,694 +70%
Renaissance Technologies
18
Renaissance Technologies
New York
$14.7M +$866K +13,690 +6%
Norges Bank
19
Norges Bank
Norway
$14.2M -$5.81M -91,832 -30%
Citadel Advisors
20
Citadel Advisors
Florida
$13.4M +$5.89M +93,020 +83%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$10.5M -$1.39M -21,883 -12%
Principal Financial Group
22
Principal Financial Group
Iowa
$10.4M -$1.96K -31 -0%
SAM
23
Silvercrest Asset Management
New York
$9.34M -$30.4K -480 -0.3%
Charles Schwab
24
Charles Schwab
California
$8.49M +$310K +4,893 +4%
JP Morgan Chase
25
JP Morgan Chase
New York
$8.27M -$2.7M -42,634 -25%

INGN Hedge Fund Activity: Q2 2021 in Review

175 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Inogen (INGN) for Q2 2021, worth a combined $1.36B — up 25% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new INGN positions and 13 closed out — a net gain of 20 holders — while 59 added to existing stakes and 51 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $32.6M. The largest seller was Novo Holdings A/S, cutting an estimated $43M.

  • 175 institutional investors held Inogen (INGN) as of Q2 2021, up from 155 in Q1 2021.
  • Funds reported $1.36B of Inogen stock for Q2 2021, up 25% quarter-over-quarter.
  • 33 funds opened new Inogen positions in Q2 2021 and 13 closed out, a net change of +20 holders.
  • The largest Inogen buyer in Q2 2021 was Loomis, Sayles & Company, an estimated $32.6M added.
  • The largest Inogen seller in Q2 2021 was Novo Holdings A/S, an estimated $43M sold.

Based on aggregated 13F filings for Q2 2021.