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NeoGenomics
NEO

Overview Fund Activity

286 hedge funds and large institutions have $2.07B invested in NeoGenomics in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 89 increasing their positions, 96 reducing their positions, and 35 closing their positions.

Holders
286
Holders Change
+3
Holders Change %
+1.06%
% of All Funds
4.19%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
41
Increased
89
Reduced
96
Closed
35
Calls
$17.6M
Puts
$6.48M
Net Calls
+$11.1M
Net Calls Change
+$8.13M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$32.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$63.6M
3
Brown Advisory
3
Brown Advisory
Maryland
$156M
4
Macquarie Group
4
Macquarie Group
Australia
$66M
5
FLAM
5
First Light Asset Management
Minnesota
$63.5M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$103M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$6.38M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$12.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$577K
Name Market Value Shares Shares
Change 		Shares
Change %
MSFP
226
Mark Sheptoff Financial Planning
Connecticut
$21K 1,300 – –
BTI
227
Blue Trust Inc
Georgia
$21K 1,644 -606 -27%
PCMC
228
Planning Capital Management Corporation
Pennsylvania
$18.7K 1,156 +1,156 New
VCM
229
Versant Capital Management
Arizona
$18.6K 1,147 +551 +92%
EWA
230
EverSource Wealth Advisors
Alabama
$13.8K 852 +345 +68%
National Bank of Canada
231
National Bank of Canada
Quebec, Canada
$8.93K 560 – –
MIM
232
Macroview Investment Management
Maryland
$8.77K 542 -237 -30%
FHA
233
First Horizon Advisors
Tennessee
$8.49K 525 +525 New
GRP
234
Global Retirement Partners
California
$7.82K 505 – –
IUHSA
235
Itau Unibanco Holding S.A.
Brazil
$6.83K 422 -129 -23%
MA
236
MCF Advisors
Kentucky
$6.57K 406 +119 +41%
OLVIG
237
Oliver Lagore Vanvalin Investment Group
Michigan
$6.47K 400 – –
OP
238
ORG Partners
Indiana
$6.47K 400 +400 New
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$5.57K 344 +53 +18%
PA
240
Pineridge Advisors
Missouri
$5.39K 333 +333 New
RG
241
Retirement Group
California
$5.18K 320 – –
POIA
242
Pin Oak Investment Advisors
Texas
$5K 300 – –
HMS
243
Hanseatic Management Services
New Mexico
$5K 309 – –
PS
244
Principal Securities
Iowa
$4.85K 300 +300 New
LC
245
Lindbrook Capital
California
$4.24K 262 +191 +269%
GJIA
246
Glass Jacobson Investment Advisors
Maryland
$4.18K 258 – –
FFA
247
Farther Finance Advisors
California
$3.4K 210 +182 +650%
PA
248
Parallel Advisors
California
$3.32K 205 – –
WTA
249
Washington Trust Advisors
Massachusetts
$3.3K 204 – –
TAM
250
Tucker Asset Management
Colorado
$3.24K 200 – –
8 9
10
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