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NeoGenomics

257 hedge funds and large institutions have $2.02B invested in NeoGenomics in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 74 increasing their positions, 89 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

152% more call options, than puts

Call options by funds: $13.4M | Put options by funds: $5.32M

98% more capital invested

Capital invested by funds: $1.02B → $2.02B (+$999M)

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

5% more funds holding

Funds holding: 244257 (+13)

1.97% more ownership

Funds ownership: 89.16%91.13% (+2%)

17% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 89

Holders
257
Holders Change
+13
Holders Change %
+5.33%
% of All Funds
4.1%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
41
Increased
74
Reduced
89
Closed
25
Calls
$13.4M
Puts
$5.32M
Net Calls
+$8.1M
Net Calls Change
+$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
201
Beaird Harris Wealth Management
Texas
$46.6K
SS
202
Sunbelt Securities
Texas
$42.1K -$378K -26,511 -92%
GRP
203
Global Retirement Partners
California
$39.3K -$2.88K -202 -7%
VanEck Associates
204
VanEck Associates
New York
$38K +$1.78K +125 +6%
HIA
205
Harbor Investment Advisory
Maryland
$33.1K +$3.96K +278 +17%
VCM
206
Versant Capital Management
Arizona
$30.1K +$16.6K +1,166 +207%
S
207
SignatureFD
Georgia
$29.1K -$2.15K -151 -8%
MSFP
208
Mark Sheptoff Financial Planning
Connecticut
$22.6K
BTI
209
Blue Trust Inc
Georgia
$21K +$242 +17 +0.7%
BAM
210
Belpointe Asset Management
Nevada
$14K +$11.5K +806 New
TWD
211
True Wealth Design
Ohio
$13.9K
EWA
212
EverSource Wealth Advisors
Alabama
$10.2K -$727 -51 -8%
National Bank of Canada
213
National Bank of Canada
Quebec, Canada
$9.74K
LSA
214
Leonteq Securities AG
Switzerland
$8.88K +$7.26K +510 New
TWA
215
TCI Wealth Advisors
Arizona
$7.33K -$3.59K -252 -37%
N
216
Natixis
France
$7.17K -$727 -51 -11%
AF
217
Allworth Financial
California
$6.96K -$2.59K -182 -31%
OLVIG
218
Oliver Lagore Vanvalin Investment Group
Michigan
$6.96K
RG
219
Retirement Group
California
$6K
EI
220
Ellevest Inc
New York
$5.4K +$2.09K +147 +90%
BFEC
221
Benjamin F. Edwards & Company
Missouri
$5K
POIA
222
Pin Oak Investment Advisors
Texas
$5K
HMS
223
Hanseatic Management Services
New Mexico
$5K +$4.4K +309 New
PA
224
Parallel Advisors
California
$4.33K
BAAM
225
Baker Avenue Asset Management
California
$3.9K