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NeoGenomics

240 hedge funds and large institutions have $956M invested in NeoGenomics in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 93 increasing their positions, 72 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $4.51M | Put options by funds: $1.38M

29% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 72

4.07% more ownership

Funds ownership: 89.99%94.06% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less funds holding

Funds holding: 280240 (-40)

28% less capital invested

Capital invested by funds: $1.34B → $956M (-$380M)

54% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 65

Holders
240
Holders Change
-40
Holders Change %
-14.29%
% of All Funds
4.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
93
Reduced
72
Closed
65
Calls
$4.51M
Puts
$1.38M
Net Calls
+$3.13M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
201
Manchester Capital Management
Vermont
$5K +$6.24K +654 New
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$4K -$11.6K -1,217 -73%
EWA
203
EverSource Wealth Advisors
Alabama
$4K +$3.12K +327 +159%
BFEC
204
Benjamin F. Edwards & Company
Missouri
$3K -$6.31K -661 -62%
CTC
205
Central Trust Company
Missouri
$3K
RG
206
Retirement Group
California
$3K
TFS
207
TrustCore Financial Services
Tennessee
$3K
BBHC
208
Brown Brothers Harriman & Co
New York
$3K +$3.16K +331 New
TWA
209
TCI Wealth Advisors
Arizona
$3K +$3.75K +393 New
APA
210
American Portfolios Advisors
New York
$2.44K -$3.19K -334 -53%
S
211
SignatureFD
Georgia
$2K -$3.89K -407 -64%
PA
212
Parallel Advisors
California
$2K -$38 -4 -1%
CWM
213
Curi Wealth Management
North Carolina
$2K
POIA
214
Pin Oak Investment Advisors
Texas
$2K
PFS
215
Prospera Financial Services
Texas
$2K
SIS
216
Sound Income Strategies
Florida
$2K
WTA
217
Washington Trust Advisors
Massachusetts
$2K
CA
218
CoreCap Advisors
Michigan
$2K +$2.07K +217 New
CAL
219
Capital Advisors Ltd
Ohio
$2K +$2.21K +232 New
ED
220
Exane Derivatives
France
$1.23K -$19.8K -2,076 -93%
CWP
221
Concord Wealth Partners
Virginia
$1K
CFGS
222
Concourse Financial Group Securities
Alabama
$1K
CFD
223
Creative Financial Designs
Indiana
$1K
IWP
224
IAG Wealth Partners
Wisconsin
$1K
NWM
225
Navigation Wealth Management
Colorado
$1K