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NeoGenomics

263 hedge funds and large institutions have $2.02B invested in NeoGenomics in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 77 increasing their positions, 90 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $4.78M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.55% more ownership

Funds ownership: 100.21%100.76% (+0.55%)

2% less capital invested

Capital invested by funds: $2.07B → $2.02B (-$49.9M)

8% less funds holding

Funds holding: 287263 (-24)

14% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 90

39% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 49

Holders
263
Holders Change
-24
Holders Change %
-8.36%
% of All Funds
3.79%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
30
Increased
77
Reduced
90
Closed
49
Calls
$22.4M
Puts
$4.78M
Net Calls
+$17.6M
Net Calls Change
+$6.51M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
226
Benjamin F. Edwards & Company
Missouri
$3K +$1.88K +122 +122%
BWL
227
Bogart Wealth LLC
Virginia
$2.94K
MIM
228
Macroview Investment Management
Maryland
$2.8K -$5.62K -364 -67%
N
229
Natixis
France
$2.36K
SSB
230
Sandy Spring Bank
Maryland
$2.36K
ACM
231
Anfield Capital Management
California
$2.36K +$2.32K +150 New
BF
232
BOK Financial
Oklahoma
$2.28K
MCM
233
Manchester Capital Management
Vermont
$2.23K
BIA
234
Bell Investment Advisors
California
$2.22K
BAM
235
Bellevue Asset Management
Washington
$1.76K +$494 +32 +40%
AT
236
Arlington Trust
Alabama
$1.7K
CA
237
Clearstead Advisors
Ohio
$1.69K
SWS
238
SYSTM Wealth Solutions
Illinois
$1.6K +$1.57K +102 New
PWMG
239
Private Wealth Management Group
New Jersey
$1.59K +$926 +60 +146%
IWP
240
IAG Wealth Partners
Wisconsin
$1.57K
CFGS
241
Concourse Financial Group Securities
Alabama
$1.54K
FMII
242
Farmers & Merchants Investments Inc
Nebraska
$1.49K
EC
243
Elequin Capital
New York
$1.27K +$1.17K +76 +1,520%
CFD
244
Creative Financial Designs
Indiana
$1.26K
LC
245
Lindbrook Capital
California
$1.12K -$2.95K -191 -73%
CAL
246
Capital Advisors Ltd
Ohio
$1K
FFA
247
Farther Finance Advisors
California
$970 -$2.27K -147 -70%
UB
248
UMB Bank
Missouri
$880 +$865 +56 New
GWM
249
Geneos Wealth Management
Colorado
$786
WWP
250
WR Wealth Planners
Missouri
$786 +$772 +50 New