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NeoGenomics

267 hedge funds and large institutions have $1.89B invested in NeoGenomics in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 76 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

347% more call options, than puts

Call options by funds: $6.74M | Put options by funds: $1.51M

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

4% more funds holding

Funds holding: 257267 (+10)

0.86% more ownership

Funds ownership: 91.13%91.99% (+0.86%)

7% less capital invested

Capital invested by funds: $2.02B → $1.89B (-$134M)

16% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 90

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
267
Holders Change
+10
Holders Change %
+3.89%
% of All Funds
4.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
43
Increased
76
Reduced
90
Closed
31
Calls
$6.74M
Puts
$1.51M
Net Calls
+$5.23M
Net Calls Change
-$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
201
Quadrant Capital Group
Ohio
$67K -$20.9K -1,271 -23%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$66K -$742 -45 -1%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$59.4K +$3.89K +236 +7%
NA
204
NewEdge Advisors
Louisiana
$50.3K +$51.6K +3,133 New
US Bancorp
205
US Bancorp
Minnesota
$44.3K -$5.9K -358 -12%
BHWM
206
Beaird Harris Wealth Management
Texas
$43K
CAS
207
Coppell Advisory Solutions
Texas
$42.3K +$43.7K +2,654 New
TRCT
208
Tower Research Capital (TRC)
New York
$39.8K -$13.8K -838 -25%
BTI
209
Blue Trust Inc
Georgia
$39K -$1.15K -70 -3%
VanEck Associates
210
VanEck Associates
New York
$35K
HIA
211
Harbor Investment Advisory
Maryland
$34.9K +$4.5K +273 +14%
SS
212
Sunbelt Securities
Texas
$30.2K -$8.47K -514 -21%
ODG
213
O'Dell Group
Ohio
$28.1K +$28.8K +1,750 New
S
214
SignatureFD
Georgia
$26.3K -$659 -40 -2%
SOW
215
State of Wyoming
Wyoming
$25.6K -$66K -4,003 -72%
MSFP
216
Mark Sheptoff Financial Planning
Connecticut
$20.9K
VCM
217
Versant Capital Management
Arizona
$17K -$11.1K -674 -39%
EWA
218
EverSource Wealth Advisors
Alabama
$12K +$2.64K +160 +27%
MIM
219
Macroview Investment Management
Maryland
$10.3K +$10.6K +642 New
CSS
220
Cubist Systematic Strategies
Connecticut
$9.4K +$9.64K +585 New
National Bank of Canada
221
National Bank of Canada
Quebec, Canada
$8.99K
IUHSA
222
Itau Unibanco Holding S.A.
Brazil
$8.86K +$9.08K +551 New
GRP
223
Global Retirement Partners
California
$8.12K -$37.7K -2,285 -82%
AF
224
Allworth Financial
California
$6.43K
OLVIG
225
Oliver Lagore Vanvalin Investment Group
Michigan
$6.43K