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NeoGenomics
NEO

Overview Fund Activity

267 hedge funds and large institutions have $1.82B invested in NeoGenomics in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 73 increasing their positions, 93 reducing their positions, and 25 closing their positions.

Holders
267
Holders Change
+9
Holders Change %
+3.49%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
36
Increased
73
Reduced
93
Closed
25
Calls
$12.3M
Puts
$2.24M
Net Calls
+$10.1M
Net Calls Change
+$2.58M

Top Buyers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$17.8M
2
SBH
2
Segall Bryant & Hamill
Illinois
$27.9M
3
Macquarie Group
3
Macquarie Group
Australia
$56.4M
4
BG
4
Bellevue Group
Switzerland
$23.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$36.7M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$102M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$6.48M
4
FLAM
4
First Light Asset Management
Minnesota
$45.4M
5
Norges Bank
5
Norges Bank
Norway
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAS
201
Coppell Advisory Solutions
Texas
$20.2K 1,396 – –
GI
202
GAMMA Investing
California
$20K 1,357 +678 +100%
SAM
203
Smartleaf Asset Management
Massachusetts
$19.9K 1,369 +792 +137%
MSFP
204
Mark Sheptoff Financial Planning
Connecticut
$19.2K 1,300 – –
PCMC
205
Planning Capital Management Corporation
Pennsylvania
$17.1K 1,156 – –
EWA
206
EverSource Wealth Advisors
Alabama
$16.3K 1,105 +227 +26%
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K 700 – –
VCM
208
Versant Capital Management
Arizona
$9.63K 653 – –
SS
209
Sunbelt Securities
Texas
$8.44K 572 -152 -21%
National Bank of Canada
210
National Bank of Canada
Quebec, Canada
$6.51K 441 -3,119 -88%
GRP
211
Global Retirement Partners
California
$6.37K 432 – –
SCM
212
Sterling Capital Management
North Carolina
$6.15K 417 +417 New
OLVIG
213
Oliver Lagore Vanvalin Investment Group
Michigan
$5.9K 400 – –
MA
214
MCF Advisors
Kentucky
$5.36K 363 – –
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
$4.79K 325 +100 +44%
TSMHT
216
Thurston Springer Miller Herd & Titak
Indiana
$4.43K 300 – –
WTA
217
Washington Trust Advisors
Massachusetts
$4.34K 294 – –
UB
218
UMB Bank
Missouri
$4.22K 286 +179 +167%
LIS
219
Legacy Investment Solutions
Idaho
$4.11K 250 +250 New
LWMI
220
Legacy Wealth Management (Idaho)
Idaho
$4.11K 250 +250 New
POIA
221
Pin Oak Investment Advisors
Texas
$4K 300 – –
GJIA
222
Glass Jacobson Investment Advisors
Maryland
$3.81K 258 – –
LC
223
Lindbrook Capital
California
$3.19K 216 – –
SIS
224
Sound Income Strategies
Florida
$2.95K 200 – –
OWP
225
ORG Wealth Partners
Texas
$2.95K 200 +200 New
7 8
9
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