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NAGE

Niagen Bioscience

55 hedge funds and large institutions have $17.7M invested in Niagen Bioscience in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.82% less ownership

Funds ownership: 15.84%15.02% (-0.82%)

2% less capital invested

Capital invested by funds: $18.1M → $17.7M (-$451K)

7% less funds holding

Funds holding: 5955 (-4)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

28% less call options, than puts

Call options by funds: $70K | Put options by funds: $97K

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
55
Holders Change
-4
Holders Change %
-6.78%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
14
Closed
11
Calls
$70K
Puts
$97K
Net Calls
-$27K
Net Calls Change
-$132K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
26
Cutler Group
California
$42K
Prudential Financial
27
Prudential Financial
New Jersey
$40.5K +$38.5K +25,800 New
Charles Schwab
28
Charles Schwab
California
$38.7K
AWM
29
Axxcess Wealth Management
California
$35.8K
CAG
30
Crestwood Advisors Group
Massachusetts
$34.6K
KAS
31
Kestra Advisory Services
Texas
$33K
MPPLM
32
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$32.9K
IAIM
33
International Assets Investment Management
Florida
$31.4K
HF
34
HRT Financial
New York
$27K +$26.5K +17,745 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$25.1K +$23.9K +16,005 New
SCA
36
Snowden Capital Advisors
New York
$23.6K
Group One Trading
37
Group One Trading
Illinois
$20K +$19K +12,747 New
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.9K
MWM
39
Merriman Wealth Management
Washington
$18.5K
Stifel Financial
40
Stifel Financial
Missouri
$18.2K +$17.3K +11,620 New
Two Sigma Investments
41
Two Sigma Investments
New York
$17.6K -$6.27K -4,200 -27%
MCM
42
MAI Capital Management
Ohio
$16.7K
Morgan Stanley
43
Morgan Stanley
New York
$13.3K -$2.32K -1,556 -16%
UBS Group
44
UBS Group
Switzerland
$10.2K -$16.5K -11,089 -63%
Bank of America
45
Bank of America
North Carolina
$9.89K -$15.2K -10,169 -62%
NSIM
46
North Star Investment Management
Illinois
$7.85K
Wells Fargo
47
Wells Fargo
California
$2.5K +$28 +19 +1%
OP
48
ORG Partners
Indiana
$1.55K +$1.49K +1,000 New
JP Morgan Chase
49
JP Morgan Chase
New York
$1.45K +$1.03K +692 +296%
TRCT
50
Tower Research Capital (TRC)
New York
$1.41K -$6.65K -4,453 -83%

NAGE Hedge Fund Activity: Q2 2023 in Review

55 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Niagen Bioscience (NAGE) for Q2 2023, worth a combined $17.7M — down 2.5% from $18.1M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NAGE and 7 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 11 added.

The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), opening a new position worth an estimated $55.8K. The largest seller was Millennium Management, cutting an estimated $346K.

  • 55 institutional investors held Niagen Bioscience (NAGE) as of Q2 2023, down from 59 in Q1 2023.
  • Funds reported $17.7M of Niagen Bioscience stock for Q2 2023, down 2.5% quarter-over-quarter.
  • 7 funds opened new Niagen Bioscience positions in Q2 2023 and 11 closed out, a net change of -4 holders.
  • The largest Niagen Bioscience buyer in Q2 2023 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $55.8K added.
  • The largest Niagen Bioscience seller in Q2 2023 was Millennium Management, an estimated $346K sold.

Based on aggregated 13F filings for Q2 2023.