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
TFS
276
TrustCore Financial Services
Tennessee
$23K
SPIA
277
Steward Partners Investment Advisory
New York
$20.5K +$22.1K +425 New
FDCDDQ
278
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.3K
CFA
279
Carroll Financial Associates
North Carolina
$19K -$10.4K -200 -33%
HWM
280
HighMark Wealth Management
Minnesota
$18K +$2.97K +57 +18%
AF
281
Allworth Financial
California
$18K +$19.5K +374 New
FPS
282
Fieldpoint Private Securities
Connecticut
$17K +$2.08K +40 +13%
PFBT
283
Parkside Financial Bank & Trust
Missouri
$15K
RG
284
Retirement Group
California
$15K
PWMG
285
Prestige Wealth Management Group
New Jersey
$14K
TWM
286
Tradition Wealth Management
Minnesota
$14K
SWM
287
Spire Wealth Management
Virginia
$14K +$15.6K +300 New
EWA
288
Evolution Wealth Advisors
Florida
$13K
IAIM
289
International Assets Investment Management
Florida
$13K
TWA
290
TCI Wealth Advisors
Arizona
$13K +$6.35K +122 +80%
WAP
291
Wealthcare Advisory Partners
Pennsylvania
$13K +$13.8K +265 New
FHA
292
First Horizon Advisors
Tennessee
$12K +$364 +7 +3%
LC
293
Lindbrook Capital
California
$12K +$7.81K +150 +150%
FMII
294
Farmers & Merchants Investments Inc
Nebraska
$10K
RAM
295
Riggs Asset Management
Pennsylvania
$10K
AW
296
Avion Wealth
Texas
$10K +$10.4K +200 New
SIS
297
Sound Income Strategies
Florida
$9.65K
GAM
298
Gemmer Asset Management
California
$8K
S
299
SignatureFD
Georgia
$8K +$1.67K +32 +25%
SQA
300
Simon Quick Advisors
New Jersey
$7K