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354 hedge funds and large institutions have $4.12B invested in Neogen in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 122 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more call options, than puts

Call options by funds: $7.14M | Put options by funds: $5.31M

26% more capital invested

Capital invested by funds: $3.27B → $4.12B (+$855M)

2.57% more ownership

Funds ownership: 100.3%102.87% (+2.6%)

1% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 122

4% less funds holding

Funds holding: 370354 (-16)

18% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 56

Holders
354
Holders Change
-16
Holders Change %
-4.32%
% of All Funds
5.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
46
Increased
123
Reduced
122
Closed
56
Calls
$7.14M
Puts
$5.31M
Net Calls
+$1.83M
Net Calls Change
-$4.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
301
Eukles Asset Management
Ohio
$17K
OAJ
302
Ogorek Anthony Joseph
New York
$16K +$16.5K +880 New
EWA
303
EverSource Wealth Advisors
Alabama
$15.8K
FHA
304
First Horizon Advisors
Tennessee
$12.9K
WAM
305
Wolverine Asset Management
Illinois
$12.7K -$62K -3,300 -83%
GI
306
Gradient Investments
Minnesota
$12.5K
KC
307
Knuff & Co
California
$10K
CWM
308
Compass Wealth Management
Connecticut
$10K -$9.53K -507 -48%
MPWT
309
MassMutual Private Wealth & Trust
Connecticut
$9.8K -$19 -1 -0.2%
OLVIG
310
Oliver Lagore Vanvalin Investment Group
Michigan
$9.33K +$3.83K +204 +68%
CFGS
311
Concourse Financial Group Securities
Alabama
$7.91K -$2.48K -132 -24%
AAS
312
Ameritas Advisory Services
Nebraska
$7.33K +$7.44K +396 New
BIA
313
Bell Investment Advisors
California
$6.61K -$1.28K -68 -16%
VCM
314
Versant Capital Management
Arizona
$6.09K -$695 -37 -10%
BWL
315
Bogart Wealth LLC
Virginia
$5.67K +$4.23K +225 +278%
EWM
316
Evermay Wealth Management
Virginia
$5.56K
PWMG
317
Prestige Wealth Management Group
New Jersey
$5.45K
Pacer Advisors
318
Pacer Advisors
Pennsylvania
$5.22K -$778K -41,414 -99%
CFD
319
Creative Financial Designs
Indiana
$5.11K
GWMI
320
Guardian Wealth Management (Illinois)
Illinois
$5K
VWM
321
Venturi Wealth Management
Texas
$4.5K +$4.57K +243 New
CA
322
Clearstead Advisors
Ohio
$3.7K
FSWA
323
Financial Synergies Wealth Advisors
Texas
$3K
BTI
324
Blue Trust Inc
Georgia
$3K +$1.01K +54 +44%
GRP
325
Global Retirement Partners
California
$2.9K

NEOG Hedge Fund Activity: Q1 2023 in Review

354 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Neogen (NEOG) for Q1 2023, worth a combined $4.12B — up 26% from $3.27B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of NEOG and 46 opened new positions — a net loss of 10 holders — while 122 trimmed existing stakes and 123 added.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $58.1M. The largest seller was Susquehanna International Group, cutting an estimated $58.3M.

  • 354 institutional investors held Neogen (NEOG) as of Q1 2023, down from 370 in Q4 2022.
  • Funds reported $4.12B of Neogen stock for Q1 2023, up 26% quarter-over-quarter.
  • 46 funds opened new Neogen positions in Q1 2023 and 56 closed out, a net change of -10 holders.
  • The largest Neogen buyer in Q1 2023 was Champlain Investment Partners, an estimated $58.1M added.
  • The largest Neogen seller in Q1 2023 was Susquehanna International Group, an estimated $58.3M sold.

Based on aggregated 13F filings for Q1 2023.