We are live on ! Find out more
NEO icon

NeoGenomics

332 hedge funds and large institutions have $5.21B invested in NeoGenomics in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 116 increasing their positions, 121 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more call options, than puts

Call options by funds: $29.1M | Put options by funds: $6.76M

4% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 121

1.23% less ownership

Funds ownership: 93.6%92.37% (-1.2%)

2% less funds holding

Funds holding: 340332 (-8)

7% less capital invested

Capital invested by funds: $5.59B → $5.21B (-$386M)

11% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 47

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
332
Holders Change
-8
Holders Change %
-2.35%
% of All Funds
5.83%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.18%
New
42
Increased
116
Reduced
121
Closed
47
Calls
$29.1M
Puts
$6.76M
Net Calls
+$22.3M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FMT
251
First Mercantile Trust
Tennessee
$135K +$60K +1,153 +70%
BFEC
252
Benjamin F. Edwards & Company
Missouri
$127K -$19.4K -373 -12%
FF
253
FourThought Financial
Florida
$105K -$10K -192 -8%
KBC Group
254
KBC Group
Belgium
$100K
JCM
255
Jacobi Capital Management
Pennsylvania
$96K
SFS
256
Sowell Financial Services
Arkansas
$81K
SWA
257
Sutton Wealth Advisors
Florida
$72.3K +$4.48K +86 +6%
GRP
258
Global Retirement Partners
California
$67K -$32.5K -625 -31%
DWP
259
Destiny Wealth Partners
Florida
$65K
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
$64K +$57.8K +1,110 +516%
PCIA
261
Prime Capital Investment Advisors
Kansas
$61K -$6.09K -117 -8%
FCA
262
FinTrust Capital Advisors
South Carolina
$58K +$10.4K +200 +20%
QCG
263
Quadrant Capital Group
Ohio
$55K
FP
264
Fiduciary Planning
Florida
$53K
CFGS
265
Concourse Financial Group Securities
Alabama
$53K +$32.6K +627 +136%
Fidelity Investments
266
Fidelity Investments
Massachusetts
$51K -$18.8K -362 -26%
IFAM
267
Institutional & Family Asset Management
Colorado
$50K -$1.3K -25 -2%
CFB
268
Cullen/Frost Bankers
Texas
$49K
VFA
269
Valeo Financial Advisors
Indiana
$48K -$104 -2 -0.2%
AIC
270
Archer Investment Corporation
Indiana
$37.9K +$9.63K +185 +31%
NG
271
NWK Group
California
$36K
BFC
272
Bedel Financial Consulting
Indiana
$34K +$36.4K +700 New
SBL
273
Sargent Bickham Lagudis
Colorado
$31K
APA
274
American Portfolios Advisors
New York
$30.6K +$33K +634 New
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$24K +$3.9K +75 +17%