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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
MFS
201
Mirabella Financial Services
United Kingdom
$451K +$432K +9,331 New
6M
202
6 Meridian
Kansas
$432K +$415K +8,954 New
AIP
203
Ameritas Investment Partners
Nebraska
$426K – – –
VA
204
Valmark Advisers
Ohio
$416K – – –
GC
205
Grace Capital
Massachusetts
$413K +$130K +2,800 +44%
DA
206
Dillon & Associates
Michigan
$384K – – –
AG
207
Algert Global
California
$381K +$365K +7,892 New
VI
208
Versor Investments
New York
$376K +$361K +7,792 New
PAMS
209
Pictet Asset Management (Switzerland)
Switzerland
$367K +$353K +7,615 New
SCM
210
Shelton Capital Management
Colorado
$354K – – –
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$352K +$76.7K +1,657 +29%
OAM
212
Oppenheimer Asset Management
New York
$349K -$661K -14,272 -66%
FTDI
213
First Trust Direct Indexing
Massachusetts
$349K +$4.17K +90 +1%
CM
214
Caption Management
Oklahoma
$347K +$333K +7,200 New
WI
215
WrapManager Inc
California
$345K -$10.3K -222 -3%
Los Angeles Capital Management
216
Los Angeles Capital Management
California
$338K – – –
Two Sigma Advisers
217
Two Sigma Advisers
New York
$338K +$324K +7,000 New
Mackenzie Financial
218
Mackenzie Financial
Ontario, Canada
$324K +$311K +6,722 New
PFPT
219
Pinnacle Financial Partners (Tennessee)
Tennessee
$318K +$3.06K +66 +1%
X
220
Xponance
Pennsylvania
$317K -$40.6K -878 -12%
PMA
221
Prudent Man Advisors
Illinois
$311K -$1.53K -33 -0.5%
WPC
222
White Pine Capital
Minnesota
$291K -$1.67K -36 -0.6%
FCBT
223
First Citizens Bank & Trust
North Carolina
$291K +$279K +6,035 New
AA
224
ALPS Advisors
Colorado
$287K -$60.2K -1,300 -18%
HC
225
Henshaw Capital
Massachusetts
$280K +$269K +5,812 New
7 8
9
10 11

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.