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NeoGenomics
NEO

253 hedge funds and large institutions have $1.65B invested in NeoGenomics in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 75 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $4.94M | Put options by funds: $2.44M

39% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 75

3% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 37

0% more funds holding

Funds holding: 253 → 253 (0)

2% less ownership

Funds ownership: 86.05% → 84.05% (-2%)

14% less capital invested

Capital invested by funds: $1.91B → $1.65B (-$259M)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
253
Holders Change
–
Holders Change %
0%
% of All Funds
5.55%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.15%
New
38
Increased
104
Reduced
75
Closed
37
Calls
$4.94M
Puts
$2.44M
Net Calls
+$2.5M
Net Calls Change
-$2.66M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$53M
2
Artisan Partners
Artisan Partners
Wisconsin
+$13.5M
3
BlackRock
BlackRock
New York
+$9.16M
4
Norges Bank
Norges Bank
Norway
+$7.39M
5
Victory Capital Management
Victory Capital Management
Texas
+$6M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$24.1M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$14.4M
3
DCM
Driehaus Capital Management
Illinois
-$10.8M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$8.02M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$19K +$9.38K +400 +67%
FCA
227
FinTrust Capital Advisors
South Carolina
$19K +$23.5K +1,000 New
PCIA
228
Prime Capital Investment Advisors
Kansas
$19K +$23.5K +1,000 New
FGAM
229
Financial Gravity Asset Management
Texas
$15K +$17.5K +745 +5,321%
BBHC
230
Brown Brothers Harriman & Co
New York
$13K +$15.5K +659 New
CIAS
231
Capital Investment Advisory Services
North Carolina
$10K – – –
TFS
232
TrustCore Financial Services
Tennessee
$8K – – –
AS
233
Altshuler Shaham
Israel
$7K -$1.69K -72 -16%
ASN
234
Advisory Services Network
Georgia
$6K – – –
PWMG
235
Prestige Wealth Management Group
New Jersey
$6K +$2.35K +100 +50%
Twin Tree Management
236
Twin Tree Management
Texas
$6K +$7.39K +315 New
IAS
237
IMA Advisory Services
Colorado
$6K +$7.79K +332 New
TRCT
238
Tower Research Capital (TRC)
New York
$4K -$26.1K -1,111 -86%
IA
239
IFP Advisors
Florida
$4K +$4.69K +200 New
Acadian Asset Management
240
Acadian Asset Management
Massachusetts
$3K -$2.91K -124 -41%
OAM
241
Oppenheimer Asset Management
New York
$3K – – –
GAM
242
Gemmer Asset Management
California
$3K +$2.27K +97 +226%
GWAG
243
Garrett Wealth Advisory Group
Texas
$2.2K +$2.7K +115 New
HGWM
244
Harvest Group Wealth Management
Massachusetts
$2K – – –
PFBT
245
Parkside Financial Bank & Trust
Missouri
$2K – – –
IFAM
246
Institutional & Family Asset Management
Colorado
$2K +$23 +1 +1%
TWA
247
TCI Wealth Advisors
Arizona
$2K +$1.06K +45 +64%
WAP
248
Wealthcare Advisory Partners
Pennsylvania
$2K +$2.7K +115 New
RCAG
249
Rehmann Capital Advisory Group
Michigan
$1.64K – – –
PHK
250
Point72 Hong Kong
Hong Kong
$1K +$1.36K +58 New
8 9
10
11 12

NEO Hedge Fund Activity: Q3 2019 in Review

253 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in NeoGenomics (NEO) for Q3 2019, worth a combined $1.65B — down 14% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new NEO positions and 37 closed out — a net gain of 1 holder — while 104 added to existing stakes and 75 trimmed.

The largest buyer was Vanguard Group, adding an estimated $53M. The largest seller was Marshall Wace, cutting an estimated $24.1M.

  • 253 institutional investors held NeoGenomics (NEO) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $1.65B of NeoGenomics stock for Q3 2019, down 14% quarter-over-quarter.
  • 38 funds opened new NeoGenomics positions in Q3 2019 and 37 closed out, a net change of +1 holder.
  • The largest NeoGenomics buyer in Q3 2019 was Vanguard Group, an estimated $53M added.
  • The largest NeoGenomics seller in Q3 2019 was Marshall Wace, an estimated $24.1M sold.

Based on aggregated 13F filings for Q3 2019.