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NeoGenomics

311 hedge funds and large institutions have $5.02B invested in NeoGenomics in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 104 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $11M | Put options by funds: $6.77M

3% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 104

4% less capital invested

Capital invested by funds: $5.21B → $5.02B (-$185M)

1.4% less ownership

Funds ownership: 92.37%90.97% (-1.4%)

6% less funds holding

Funds holding: 332311 (-21)

35% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 51

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
311
Holders Change
-21
Holders Change %
-6.33%
% of All Funds
5.41%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
33
Increased
107
Reduced
104
Closed
51
Calls
$11M
Puts
$6.77M
Net Calls
+$4.22M
Net Calls Change
-$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
251
Global Retirement Partners
California
$48K -$14K -315 -23%
CFGS
252
Concourse Financial Group Securities
Alabama
$47K -$2.21K -50 -5%
IFAM
253
Institutional & Family Asset Management
Colorado
$47K
JIR
254
James Investment Research
Ohio
$47K +$46.6K +1,051 New
CFB
255
Cullen/Frost Bankers
Texas
$46K
FCA
256
FinTrust Capital Advisors
South Carolina
$45K -$8.86K -200 -17%
AIC
257
Archer Investment Corporation
Indiana
$44.5K +$8.86K +200 +25%
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$36K -$23.8K -538 -41%
BFC
259
Bedel Financial Consulting
Indiana
$32K
SWM
260
Spire Wealth Management
Virginia
$32K +$17.7K +400 +133%
Rockefeller Capital Management
261
Rockefeller Capital Management
New York
$30K +$7.89K +178 +35%
SBL
262
Sargent Bickham Lagudis
Colorado
$29K
APA
263
American Portfolios Advisors
New York
$28.6K
EAM
264
Exos Asset Management
New York
$27K +$26.8K +604 New
RFA
265
Reilly Financial Advisors
California
$23K +$22.2K +500 New
ST
266
Sageworth Trust
Pennsylvania
$23K +$22.2K +500 New
IUHSA
267
Itau Unibanco Holding S.A.
Brazil
$19K +$18.2K +411 New
FDCDDQ
268
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.1K
TFS
269
TrustCore Financial Services
Tennessee
$18K -$3.32K -75 -16%
PFBT
270
Parkside Financial Bank & Trust
Missouri
$15K +$1.28K +29 +10%
IA
271
IFP Advisors
Florida
$14K -$127K -2,861 -90%
RG
272
Retirement Group
California
$14K
TWM
273
Tradition Wealth Management
Minnesota
$14K
CTC
274
Central Trust Company
Missouri
$14K +$13.3K +300 New
FPS
275
Fieldpoint Private Securities
Connecticut
$12K -$2.66K -60 -17%