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Neogen
NEOG

Overview Fund Activity

340 hedge funds and large institutions have $4.99B invested in Neogen in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 115 increasing their positions, 125 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
-13
Holders Change %
-3.68%
% of All Funds
5.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
35
Increased
115
Reduced
125
Closed
48
Calls
$13.4M
Puts
$3.18M
Net Calls
+$10.2M
Net Calls Change
+$8.35M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$97.6M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$116M
3
Select Equity Group
Select Equity Group
New York
$211M
4
CCA
Conestoga Capital Advisors
Pennsylvania
$151M
5
Goldman Sachs
Goldman Sachs
New York
$49.5M

Top Sellers

1
WA
Wasatch Advisors
Utah
$258M
2
BCM
Brown Capital Management
Maryland
$94.1M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$16.4M
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$6.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
301
Hexagon Capital Partners
Arkansas
$7.57K +$4.57K +210 +152%
BIA
302
Bell Investment Advisors
California
$7.16K -$609 -28 -8%
EWM
303
Evermay Wealth Management
Virginia
$6.53K – – –
CFD
304
Creative Financial Designs
Indiana
$6K – – –
GWM
305
Guardian Wealth Management
Illinois
$5.87K – – –
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$5.31K +$4.72K +217 +804%
VWM
307
Venturi Wealth Management
Texas
$5.29K – – –
Toronto Dominion Bank
308
Toronto Dominion Bank
Ontario, Canada
$5K +$4.98K +218 +21,800%
BAM
309
Bosun Asset Management
Illinois
$4.39K +$4.39K +202 New
CA
310
Clearstead Advisors
Ohio
$4.35K – – –
SS
311
Sunbelt Securities
Texas
$4.29K +$2.11K +97 +97%
FSWA
312
Financial Synergies Wealth Advisors
Texas
$3.52K – – –
GWS
313
Glassman Wealth Services
Virginia
$3.35K – – –
CWM
314
Cranbrook Wealth Management
Michigan
$2.92K – – –
GRP
315
Global Retirement Partners
California
$2.89K -$718 -33 -20%
OIA
316
Optimum Investment Advisors
Illinois
$2.2K – – –
KTC
317
Kistler-Tiffany Companies
Pennsylvania
$2.2K – – –
BTI
318
Blue Trust Inc
Georgia
$2K -$1.18K -66 -37%
SWM
319
Spire Wealth Management
Virginia
$1.91K -$1.35K -62 -41%
UB
320
UMB Bank
Missouri
$1.89K – – –
CTWM
321
Cherry Tree Wealth Management
Minnesota
$1.87K +$1.87K +86 New
FMII
322
Farmers & Merchants Investments Inc
Nebraska
$1.85K – – –
BWL
323
Bogart Wealth LLC
Virginia
$1.76K -$4.89K -225 -74%
JWA
324
JFS Wealth Advisors
Pennsylvania
$1.52K +$544 +25 +56%
BAM
325
Bellevue Asset Management
Washington
$1.15K +$1.15K +53 New
11 12
13
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