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NeoGenomics
NEO

324 hedge funds and large institutions have $5.56B invested in NeoGenomics in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $10.6M

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

11% more capital invested

Capital invested by funds: $5.02B → $5.56B (+$542M)

4% more funds holding

Funds holding: 311 → 324 (+13)

3.18% more ownership

Funds ownership: 90.97% → 94.15% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

2% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 107

Holders
324
Holders Change
+13
Holders Change %
+4.18%
% of All Funds
5.67%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
41
Increased
105
Reduced
107
Closed
24
Calls
$21.5M
Puts
$10.6M
Net Calls
+$10.9M
Net Calls Change
+$6.7M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$96.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$94.3M
3
Macquarie Group
Macquarie Group
Australia
+$54.2M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$46.7M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$37.2M

Top Sellers

1
APM
Avidity Partners Management
Texas
-$61.7M
2
FAM
Fred Alger Management
New York
-$53.8M
3
Invesco
Invesco
Georgia
-$22.5M
4
BWLSA
Blue Water Life Science Advisors
California
-$22.2M
5
CC
Casdin Capital
New York
-$22.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
226
Kestra Advisory Services
Texas
$268K +$11.8K +254 +5%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$265K – – –
GC
228
Guggenheim Capital
Illinois
$253K -$131K -2,840 -35%
KeyBank National Association
229
KeyBank National Association
Ohio
$251K -$1.06K -23 -0.4%
CA
230
Calton & Associates
Florida
$245K -$1.8K -39 -0.8%
SF
231
Synovus Financial
Georgia
$243K -$363K -7,831 -60%
Assenagon Asset Management
232
Assenagon Asset Management
Luxembourg
$241K +$231K +4,998 New
BG
233
Bollard Group
Massachusetts
$239K – – –
TRCT
234
Tower Research Capital (TRC)
New York
$236K -$484K -10,453 -68%
CIBC Asset Management
235
CIBC Asset Management
Ontario, Canada
$233K +$224K +4,839 New
NA
236
Navellier & Associates
Nevada
$232K +$222K +4,802 New
ATC
237
Argent Trust Co
Tennessee
$231K +$3.15K +68 +1%
BCI
238
Brinker Capital Investments
Pennsylvania
$226K – – –
BC
239
Bridgefront Capital
Texas
$226K +$217K +4,677 New
SWP
240
Stratos Wealth Partners
Ohio
$226K +$217K +4,694 New
Cambridge Investment Research Advisors
241
Cambridge Investment Research Advisors
Iowa
$223K +$8.24K +178 +4%
CA
242
Cetera Advisors
Colorado
$208K +$200K +4,316 New
ODG
243
O'Dell Group
Ohio
$184K +$177K +3,820 New
SAM
244
Shell Asset Management
Netherlands
$177K -$7.87K -170 -4%
ED
245
Exane Derivatives
France
$168K -$26.7K -576 -14%
SOW
246
State of Wyoming
Wyoming
$160K +$49.2K +1,062 +47%
FMT
247
First Mercantile Trust
Tennessee
$148K -$370 -8 -0.3%
HWM
248
HighMark Wealth Management
Minnesota
$144K +$10.2K +221 +8%
BFEC
249
Benjamin F. Edwards & Company
Missouri
$122K -$463 -10 -0.4%
Simplex Trading
250
Simplex Trading
Illinois
$113K +$4.63K +100 +4%
8 9
10
11 12

NEO Hedge Fund Activity: Q3 2021 in Review

324 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in NeoGenomics (NEO) for Q3 2021, worth a combined $5.56B — up 11% from $5.02B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new NEO positions and 24 closed out — a net gain of 17 holders — while 105 added to existing stakes and 107 trimmed.

The largest buyer was Artisan Partners, adding an estimated $96.6M. The largest seller was Avidity Partners Management, exiting entirely with an estimated $61.7M sold.

  • 324 institutional investors held NeoGenomics (NEO) as of Q3 2021, up from 311 in Q2 2021.
  • Funds reported $5.56B of NeoGenomics stock for Q3 2021, up 11% quarter-over-quarter.
  • 41 funds opened new NeoGenomics positions in Q3 2021 and 24 closed out, a net change of +17 holders.
  • The largest NeoGenomics buyer in Q3 2021 was Artisan Partners, an estimated $96.6M added.
  • The largest NeoGenomics seller in Q3 2021 was Avidity Partners Management, an estimated $61.7M sold.

Based on aggregated 13F filings for Q3 2021.