We are live on ! Find out more
NEO icon

NeoGenomics

263 hedge funds and large institutions have $2.02B invested in NeoGenomics in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 77 increasing their positions, 90 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $4.78M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.55% more ownership

Funds ownership: 100.21%100.76% (+0.55%)

2% less capital invested

Capital invested by funds: $2.07B → $2.02B (-$49.9M)

8% less funds holding

Funds holding: 287263 (-24)

14% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 90

39% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 49

Holders
263
Holders Change
-24
Holders Change %
-8.36%
% of All Funds
3.79%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
30
Increased
77
Reduced
90
Closed
49
Calls
$22.4M
Puts
$4.78M
Net Calls
+$17.6M
Net Calls Change
+$6.51M
Name Holding Trade Value Shares
Change
Change in
Stake
S
201
SignatureFD
Georgia
$25.7K
MSFP
202
Mark Sheptoff Financial Planning
Connecticut
$20.4K
PCMC
203
Planning Capital Management Corporation
Pennsylvania
$18.2K
BTI
204
Blue Trust Inc
Georgia
$17.7K -$8.01K -519 -32%
VCM
205
Versant Capital Management
Arizona
$17.1K -$957 -62 -5%
GI
206
GAMMA Investing
California
$16.5K -$6.66K -431 -29%
EWA
207
EverSource Wealth Advisors
Alabama
$12.1K +$232 +15 +2%
SS
208
Sunbelt Securities
Texas
$12K -$22K -1,424 -65%
CFM
209
Catalyst Funds Management
Australia
$9.43K +$9.26K +600 New
GRP
210
Global Retirement Partners
California
$7.94K
MA
211
MCF Advisors
Kentucky
$6.38K
OLVIG
212
Oliver Lagore Vanvalin Investment Group
Michigan
$6.29K
FHA
213
First Horizon Advisors
Tennessee
$5.55K -$2.66K -172 -33%
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$5.16K -$247 -16 -5%
RG
215
Retirement Group
California
$5.03K
POIA
216
Pin Oak Investment Advisors
Texas
$5K
PS
217
Principal Securities
Iowa
$4.72K
WTA
218
Washington Trust Advisors
Massachusetts
$4.62K +$1.39K +90 +44%
SAM
219
Smartleaf Asset Management
Massachusetts
$4.29K +$2.72K +176 +166%
GJIA
220
Glass Jacobson Investment Advisors
Maryland
$4.06K
CMBA
221
C.M. Bidwell & Associates
Hawaii
$3.33K +$3.27K +212 New
PA
222
Parallel Advisors
California
$3.22K
BC
223
Barrett & Company
Rhode Island
$3.14K
SIS
224
Sound Income Strategies
Florida
$3.14K
S
225
Sachetta
Massachusetts
$3.08K