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Inogen

139 hedge funds and large institutions have $246M invested in Inogen in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 42 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $60K | Put options by funds: $20K

24% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 42

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.62% less ownership

Funds ownership: 97.58%91.96% (-5.6%)

7% less funds holding

Funds holding: 150139 (-11)

12% less capital invested

Capital invested by funds: $280M → $246M (-$34.5M)

32% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 34

Holders
139
Holders Change
-11
Holders Change %
-7.33%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
52
Reduced
42
Closed
34
Calls
$60K
Puts
$20K
Net Calls
+$40K
Net Calls Change
-$45K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brown Capital Management
Maryland
$25.5M
BlackRock
2
BlackRock
New York
$20M -$26.5M -2,247,895 -57%
Vanguard Group
3
Vanguard Group
Pennsylvania
$17.1M -$9.14M -775,326 -34%
CCM
4
Camber Capital Management
Massachusetts
$13.3M +$2.06M +175,000 +18%
FAM
5
Fred Alger Management
New York
$12.4M -$554K -46,983 -4%
Millennium Management
6
Millennium Management
New York
$10.7M +$5.25M +445,099 +93%
Balyasny Asset Management
7
Balyasny Asset Management
Illinois
$6.72M +$3.28M +278,227 +92%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$6.44M -$3.55M -301,588 -35%
BCM
9
Bridgeway Capital Management
Texas
$6.03M +$2.77M +235,000 +82%
MIM
10
Meros Investment Management
Texas
$5.93M +$2.72M +231,109 +82%
New York State Common Retirement Fund
11
New York State Common Retirement Fund
New York
$5.85M -$98K -8,314 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$5.42M +$222K +18,864 +4%
Citadel Advisors
13
Citadel Advisors
Florida
$5.2M +$4.29M +363,973 +421%
State Street
14
State Street
Massachusetts
$5.06M -$7.52M -637,784 -59%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$4.43M +$302K +25,655 +7%
ICM
16
Invenomic Capital Management
Massachusetts
$4.38M -$1.66M -141,098 -27%
Ameriprise
17
Ameriprise
Minnesota
$4.09M +$2.68M +227,549 +179%
AV
18
Arboretum Ventures
Michigan
$3.81M
Renaissance Technologies
19
Renaissance Technologies
New York
$3.75M +$8.62K +731 +0.2%
Marshall Wace
20
Marshall Wace
United Kingdom
$3.58M +$3.65M +309,687 New
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$3.49M +$2.81M +238,030 +370%
TAM
22
Tocqueville Asset Management
New York
$3.09M +$159K +13,500 +5%
SAM
23
Silvercrest Asset Management
New York
$2.94M +$424K +35,936 +16%
MAM
24
Monaco Asset Management
Monaco
$2.94M +$3M +254,611 New
Morgan Stanley
25
Morgan Stanley
New York
$2.92M +$120K +10,155 +4%

INGN Hedge Fund Activity: Q2 2023 in Review

139 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Inogen (INGN) for Q2 2023, worth a combined $246M — down 12% from $280M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of INGN and 23 opened new positions — a net loss of 11 holders — while 42 trimmed existing stakes and 52 added.

The largest buyer was Millennium Management, adding an estimated $5.25M. The largest seller was BlackRock, cutting an estimated $26.5M.

  • 139 institutional investors held Inogen (INGN) as of Q2 2023, down from 150 in Q1 2023.
  • Funds reported $246M of Inogen stock for Q2 2023, down 12% quarter-over-quarter.
  • 23 funds opened new Inogen positions in Q2 2023 and 34 closed out, a net change of -11 holders.
  • The largest Inogen buyer in Q2 2023 was Millennium Management, an estimated $5.25M added.
  • The largest Inogen seller in Q2 2023 was BlackRock, an estimated $26.5M sold.

Based on aggregated 13F filings for Q2 2023.