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NeoGenomics

257 hedge funds and large institutions have $2.02B invested in NeoGenomics in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 74 increasing their positions, 89 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

152% more call options, than puts

Call options by funds: $13.4M | Put options by funds: $5.32M

98% more capital invested

Capital invested by funds: $1.02B → $2.02B (+$999M)

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

5% more funds holding

Funds holding: 244257 (+13)

1.97% more ownership

Funds ownership: 89.16%91.13% (+2%)

17% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 89

Holders
257
Holders Change
+13
Holders Change %
+5.33%
% of All Funds
4.1%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
41
Increased
74
Reduced
89
Closed
25
Calls
$13.4M
Puts
$5.32M
Net Calls
+$8.1M
Net Calls Change
+$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
226
Parkside Financial Bank & Trust
Missouri
$3.59K +$869 +61 +42%
WTA
227
Washington Trust Advisors
Massachusetts
$3.55K
BC
228
Barrett & Company
Rhode Island
$3.48K
SIS
229
Sound Income Strategies
Florida
$3.48K
BIA
230
Bell Investment Advisors
California
$3.33K -$1.23K -86 -31%
BWL
231
Bogart Wealth LLC
Virginia
$3.26K +$2.66K +187 New
MCM
232
Manchester Capital Management
Vermont
$2.92K -$1.87K -131 -44%
SSB
233
Sandy Spring Bank
Maryland
$2.61K
AP
234
Arlington Partners
Alabama
$1.88K
IWP
235
IAG Wealth Partners
Wisconsin
$1.74K
TFA
236
Toth Financial Advisory
Virginia
$1.74K +$1.43K +100 New
CFGS
237
Concourse Financial Group Securities
Alabama
$1.71K
FMII
238
Farmers & Merchants Investments Inc
Nebraska
$1.65K
CFD
239
Creative Financial Designs
Indiana
$1.39K
BAM
240
Bellevue Asset Management
Washington
$1.39K +$1.14K +80 New
LC
241
Lindbrook Capital
California
$1.24K -$883 -62 -47%
PFA
242
Pathway Financial Advisers
Indiana
$1.11K -$4.02K -282 -82%
CAL
243
Capital Advisors Ltd
Ohio
$1K
VNA
244
Valley National Advisers
Pennsylvania
$1K
VF
245
VitalStone Financial
Texas
$1K
FAM
246
Fred Alger Management
New York
$958 -$10.7M -752,150 -100%
GWM
247
Geneos Wealth Management
Colorado
$871 +$712 +50 New
AAS
248
Ameritas Advisory Services
Nebraska
$730 +$670 +47 New
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$575
NFSG
250
Newbridge Financial Services Group
Florida
$557