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NeoGenomics
NEO

324 hedge funds and large institutions have $5.56B invested in NeoGenomics in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $10.6M

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

11% more capital invested

Capital invested by funds: $5.02B → $5.56B (+$542M)

4% more funds holding

Funds holding: 311 → 324 (+13)

3.18% more ownership

Funds ownership: 90.97% → 94.15% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

2% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 107

Holders
324
Holders Change
+13
Holders Change %
+4.18%
% of All Funds
5.67%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
41
Increased
105
Reduced
107
Closed
24
Calls
$21.5M
Puts
$10.6M
Net Calls
+$10.9M
Net Calls Change
+$6.7M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$96.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$94.3M
3
Macquarie Group
Macquarie Group
Australia
+$54.2M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$46.7M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$37.2M

Top Sellers

1
APM
Avidity Partners Management
Texas
-$61.7M
2
FAM
Fred Alger Management
New York
-$53.8M
3
Invesco
Invesco
Georgia
-$22.5M
4
BWLSA
Blue Water Life Science Advisors
California
-$22.2M
5
CC
Casdin Capital
New York
-$22.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
176
PEAK6 Investments
Illinois
$823K -$407K -8,782 -34%
GH
177
GAM Holding
Switzerland
$816K -$634K -13,685 -45%
SI
178
Stephens Inc
Arkansas
$806K -$556 -12 -0.1%
Public Employees Retirement Association of Colorado
179
Public Employees Retirement Association of Colorado
Colorado
$785K – – –
HI
180
Harbour Investments
Wisconsin
$783K -$5.65K -122 -0.7%
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
$760K -$1.91M -41,360 -72%
AQR Capital Management
182
AQR Capital Management
Connecticut
$732K – – –
SS
183
Sunbelt Securities
Texas
$695K – – –
Baird Financial Group
184
Baird Financial Group
Wisconsin
$678K +$11.3K +245 +2%
Creative Planning
185
Creative Planning
Kansas
$662K -$296K -6,402 -32%
Commonwealth Equity Services
186
Commonwealth Equity Services
Massachusetts
$651K +$256K +5,523 +69%
PA
187
Profund Advisors
Maryland
$637K +$22.5K +485 +4%
NFG
188
Next Financial Group
Texas
$603K -$29.4K -636 -5%
QIM
189
Quantitative Investment Management
Virginia
$598K +$574K +12,408 New
GT
190
Glenview Trust
Kentucky
$572K -$99.8K -2,155 -15%
HCM
191
HMS Capital Management
Tennessee
$571K – – –
Zurich Cantonal Bank
192
Zurich Cantonal Bank
Switzerland
$547K – – –
FIM
193
Freedom Investment Management
Connecticut
$539K -$59.3K -1,282 -10%
FB
194
Fulton Bank
Pennsylvania
$520K – – –
NGA
195
Naples Global Advisors
Florida
$516K – – –
FRM
196
Fox Run Management
Connecticut
$507K +$486K +10,500 New
ASN
197
Advisory Services Network
Georgia
$502K -$12.9K -279 -3%
NA
198
NewEdge Advisors
Louisiana
$497K +$34.1K +736 +8%
LNC
199
Lincoln National Corp
Pennsylvania
$482K -$12.3K -265 -3%
Stifel Financial
200
Stifel Financial
Missouri
$475K -$35.4K -764 -7%
6 7
8
9 10

NEO Hedge Fund Activity: Q3 2021 in Review

324 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in NeoGenomics (NEO) for Q3 2021, worth a combined $5.56B — up 11% from $5.02B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new NEO positions and 24 closed out — a net gain of 17 holders — while 105 added to existing stakes and 107 trimmed.

The largest buyer was Artisan Partners, adding an estimated $96.6M. The largest seller was Avidity Partners Management, exiting entirely with an estimated $61.7M sold.

  • 324 institutional investors held NeoGenomics (NEO) as of Q3 2021, up from 311 in Q2 2021.
  • Funds reported $5.56B of NeoGenomics stock for Q3 2021, up 11% quarter-over-quarter.
  • 41 funds opened new NeoGenomics positions in Q3 2021 and 24 closed out, a net change of +17 holders.
  • The largest NeoGenomics buyer in Q3 2021 was Artisan Partners, an estimated $96.6M added.
  • The largest NeoGenomics seller in Q3 2021 was Avidity Partners Management, an estimated $61.7M sold.

Based on aggregated 13F filings for Q3 2021.