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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
NA
201
NewEdge Advisors
Louisiana
$433K +$424K +9,574 New
Vontobel Holding
202
Vontobel Holding
Switzerland
$422K +$414K +9,351 New
LCM
203
Legato Capital Management
California
$409K +$401K +9,051 New
AIP
204
Ameritas Investment Partners
Nebraska
$399K
VA
205
Valmark Advisers
Ohio
$390K
GC
206
Guggenheim Capital
Illinois
$365K -$78.4K -1,770 -18%
DA
207
Dillon & Associates
Michigan
$360K
Commonwealth Equity Services
208
Commonwealth Equity Services
Massachusetts
$360K +$14.6K +329 +4%
Cetera Investment Advisers
209
Cetera Investment Advisers
Illinois
$345K -$4.43K -100 -1%
PAMU
210
Pictet Asset Management (UK)
United Kingdom
$344K -$21.2K -478 -6%
X
211
Xponance
Pennsylvania
$336K +$330K +7,442 New
WI
212
WrapManager Inc
California
$333K +$12.3K +277 +4%
SCM
213
Shelton Capital Management
Colorado
$331K
AA
214
ALPS Advisors
Colorado
$328K -$11.5K -260 -3%
FTDI
215
First Trust Direct Indexing
Massachusetts
$323K +$21.1K +477 +7%
Los Angeles Capital Management
216
Los Angeles Capital Management
California
$316K -$458K -10,330 -60%
PFPT
217
Pinnacle Financial Partners (Tennessee)
Tennessee
$294K +$10.1K +228 +4%
PWA
218
Pinnacle Wealth Advisors
Tennessee
$294K +$289K +6,512 New
PMA
219
Prudent Man Advisors
Illinois
$292K
GC
220
Grace Capital
Massachusetts
$285K -$133K -3,000 -32%
WPC
221
White Pine Capital
Minnesota
$279K -$13.4K -303 -5%
SM
222
Sciencast Management
New Jersey
$277K +$271K +6,124 New
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$254K +$798 +18 +0.3%
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$248K
KAS
225
Kestra Advisory Services
Texas
$239K -$86.5K -1,952 -27%