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NeoGenomics
NEO

287 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.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

171% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $6.48M

40% more capital invested

Capital invested by funds: $1.48B → $2.07B (+$587M)

17% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 35

5.86% more ownership

Funds ownership: 94.35% → 100.21% (+5.9%)

1% more funds holding

Funds holding: 284 → 287 (+3)

7% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 96

Holders
287
Holders Change
+3
Holders Change %
+1.06%
% of All Funds
4.18%
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
American Century Companies
Missouri
+$32.1M
2
Morgan Stanley
Morgan Stanley
New York
+$31.6M
3
Brown Advisory
Brown Advisory
Maryland
+$22.9M
4
Macquarie Group
Macquarie Group
Australia
+$17.4M
5
FLAM
First Light Asset Management
Minnesota
+$14.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$13.5M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$6.26M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$5.51M
4
JP Morgan Chase
JP Morgan Chase
New York
-$5.15M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
251
Barrett & Company
Rhode Island
$3.24K – – –
SIS
252
Sound Income Strategies
Florida
$3.24K – – –
TAM
253
Tucker Asset Management
Colorado
$3.24K – – –
S
254
Sachetta
Massachusetts
$3.08K +$3.11K +190 New
BWL
255
Bogart Wealth LLC
Virginia
$3.03K – – –
LA
256
LM Advisors
California
$2.91K +$2.94K +180 New
N
257
Natixis
France
$2.43K – – –
SSB
258
Sandy Spring Bank
Maryland
$2.43K – – –
BF
259
BOK Financial
Oklahoma
$2.39K – – –
MCM
260
Manchester Capital Management
Vermont
$2.3K – – –
BIA
261
Bell Investment Advisors
California
$2.28K – – –
BFEC
262
Benjamin F. Edwards & Company
Missouri
$2K – – –
SAM
263
Smartleaf Asset Management
Massachusetts
$1.78K +$1.74K +106 New
CA
264
Clearstead Advisors
Ohio
$1.75K +$1.77K +108 New
AT
265
Arlington Trust
Alabama
$1.75K +$1.77K +108 New
IWP
266
IAG Wealth Partners
Wisconsin
$1.62K – – –
CFGS
267
Concourse Financial Group Securities
Alabama
$1.58K – – –
FMII
268
Farmers & Merchants Investments Inc
Nebraska
$1.54K – – –
SPWM
269
Spartan Planning & Wealth Management
North Carolina
$1.49K – – –
CFD
270
Creative Financial Designs
Indiana
$1.29K – – –
BAM
271
Bellevue Asset Management
Washington
$1.29K +$1.31K +80 New
AWM
272
Able Wealth Management
New Jersey
$1.12K +$1.13K +69 New
PFA
273
Pathway Financial Advisers
Indiana
$1.04K – – –
CAL
274
Capital Advisors Ltd
Ohio
$1K – – –
GWM
275
Geneos Wealth Management
Colorado
$809 – – –
9 10
11
12 13

NEO Hedge Fund Activity: Q4 2023 in Review

287 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NeoGenomics (NEO) for Q4 2023, worth a combined $2.07B — up 40% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new NEO positions and 35 closed out — a net gain of 6 holders — while 89 added to existing stakes and 96 trimmed.

The largest buyer was American Century Companies, adding an estimated $32.1M. The largest seller was Janus Henderson Group, cutting an estimated $13.5M.

  • 287 institutional investors held NeoGenomics (NEO) as of Q4 2023, up from 284 in Q3 2023.
  • Funds reported $2.07B of NeoGenomics stock for Q4 2023, up 40% quarter-over-quarter.
  • 41 funds opened new NeoGenomics positions in Q4 2023 and 35 closed out, a net change of +6 holders.
  • The largest NeoGenomics buyer in Q4 2023 was American Century Companies, an estimated $32.1M added.
  • The largest NeoGenomics seller in Q4 2023 was Janus Henderson Group, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2023.