INOGEN INC INGN
COM · Common Stock · CUSIP 45780L104 · ISIN US45780L1044
- SectorHealth care
- IndustryOrthopedic, Prosthetic & Surgical Appliances & Supplies
- HeadquartersBeverly, MA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($85.8k this quarter). Holder counts are more reliable. Shares outstanding: 23.8m as of 2024-11-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $9.70. Options: 5 managers hold calls ($2.7m notional), 4 hold puts ($1.4m).
Trends to Q3 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 145 |
| Q4 2022 | 135 |
| Q1 2023 | 151 |
| Q2 2023 | 140 |
| Q3 2023 | 129 |
| Q4 2023 | 129 |
| Q1 2024 | 130 |
| Q2 2024 | 131 |
| Q3 2024 | 134 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 78 | 49 |
| Q1 2023 | 92 | 48 |
| Q2 2023 | 74 | 77 |
| Q3 2023 | 57 | 72 |
| Q4 2023 | 71 | 53 |
| Q1 2024 | 62 | 70 |
| Q2 2024 | 55 | 73 |
| Q3 2024 | 61 | 58 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $307.2k | $81.7k | 0.27 |
| Q1 2024 | $2.3m | $1.7m | 0.75 |
| Q2 2024 | $2.3m | $408.5k | 0.18 |
| Q3 2024 | $2.7m | $1.4m | 0.50 |
Biggest buyers
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +306.7k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +208.6k |
| PRUDENTIAL FINANCIAL INC | Added | +137.8k |
| Connor, Clark & Lunn Investment Management Ltd. | Added | +132.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | New | +103.5k |
| DIMENSIONAL FUND ADVISORS LP | Added | +96.9k |
| Informed Momentum Co LLC | New | +64.2k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +63.3k |
| VANGUARD GROUP INC | Added | +61.8k |
| Qube Research & Technologies Ltd | New | +52.7k |
Biggest sellers
| Divisadero Street Capital Management, LP | Reduced | -1.3m |
| Meros Investment Management, LP | Sold out | -397.2k |
| BROWN CAPITAL MANAGEMENT LLC | Reduced | -392.5k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -261.9k |
| JANE STREET GROUP, LLC | Reduced | -250.5k |
| MARSHALL WACE, LLP | Sold out | -125.2k |
| NEW YORK STATE COMMON RETIREMENT FUND | Reduced | -96.3k |
| Sanctuary Advisors, LLC | Sold out | -80.1k |
| MORGAN STANLEY | Reduced | -64.7k |
| TWO SIGMA ADVISERS, LP | Reduced | -61.3k |
Biggest calls
| SIMPLEX TRADING, LLC | Reduced | $1.2m121.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.0m107.5k shares |
| GROUP ONE TRADING LLC | Reduced | $366.7k37.8k shares |
| CITADEL ADVISORS LLC | Added | $114.5k11.8k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.3m134.8k shares |
| CITADEL ADVISORS LLC | Added | $35.9k3.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $12.0k1.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Yuwell (Hong Kong) Holdings Ltd 13G · passive investor new · filed 2025-02-24 | 9.9% |
| BlackRock, Inc. 13G · institution filed 2025-07-17 | 6.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q3 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 1 | $85.6k | — |
| Q3 2024 | 0 | — | 0 | — | — |
None reported in Q3 2024.
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| Camber Capital Management LP 0.75% of their portfolio | 2.0m $19.4m | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.8m $17.4m | Added +47.8k |
| BlackRock, Inc. 0.00% of their portfolio | 1.7m $16.9m | First filing |
| BROWN CAPITAL MANAGEMENT LLC 0.33% of their portfolio | 1.6m $15.1m | Reduced -392.5k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.5m $14.5m | Added +61.8k |
| Divisadero Street Capital Management, LP 1.32% of their portfolio | 1.1m $10.2m | Reduced -1.3m |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 843.8k $8.2m | Added +12.5k |
| FRED ALGER MANAGEMENT, LLC 0.03% of their portfolio | 712.8k $6.9m | Reduced -19.5k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.13% of their portfolio | 602.7k $5.8m | Added +3.5k |
| ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio | 592.3k $5.7m | Added +208.6k |
| MORGAN STANLEY 0.00% of their portfolio | 562.8k $5.5m | Reduced -64.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 554.2k $5.4m | Added +5.9k |
| STATE STREET CORP 0.00% of their portfolio | 511.0k $5.0m | Added +14.1k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 484.6k $4.7m | Added +96.9k |
| Kent Lake PR LLC 1.73% of their portfolio | 450.0k $4.4m | First filing |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 417.9k $4.1m | Added +63.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 410.3k $4.0m | Reduced -96.3k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 346.0k $3.4m | Added +1.3k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 309.1k $3.0m | Reduced -261.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 306.7k $3.0m | New |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 290.9k $2.8m | Reduced -19.5k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 234.9k $2.3m | Reduced -20.6k |
| DAFNA Capital Management LLC 0.48% of their portfolio | 208.8k $2.0m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 191.6k $1.9m | Added +2.9k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 174.6k $1.7m | Added +132.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 166.1k $1.6m | Reduced -11.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 150.8k $1.5m | Reduced -4.7k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 149.0k $1.4m | Added +137.8k |
| Millrace Asset Group, Inc. 1.25% of their portfolio | 127.3k $1.2m | Reduced -18.6k |
| Stokes Family Office, LLC 0.13% of their portfolio | 126.8k $1.2m | Added +12.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 124.0k $1.2m | Reduced -25.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 103.5k $1.0m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 102.4k $993.1k | Added +5.2k |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.01% of their portfolio | 87.8k $852.1k | Reduced -5.5k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 86.3k $837.1k | Reduced -61.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 78.2k $758.9k | Reduced -4.6k |
| Invesco Ltd. 0.00% of their portfolio | 76.6k $743.0k | Reduced -1.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 73.7k $715.1k | Unchanged |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 64.3k $624.1k | Unchanged |
| Informed Momentum Co LLC 0.09% of their portfolio | 64.2k $622.4k | New |
| SHERBROOKE PARK ADVISERS LLC 0.13% of their portfolio | 59.1k $573.0k | Added +45.0k |
| Cubist Systematic Strategies, LLC 0.01% of their portfolio | 58.9k $570.9k | Added +17.8k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 57.2k $554.6k | Added +25.0k |
| BARCLAYS PLC 0.00% of their portfolio | 55.5k $538.4k | Added +23.4k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 54.7k $530.9k | Added +31.1k |
| Trexquant Investment LP 0.01% of their portfolio | 53.1k $514.7k | Added +3.3k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 52.7k $511.5k | New |
| STRS OHIO 0.00% of their portfolio | 52.6k $510.2k | Reduced -9.3k |
| Campbell & CO Investment Adviser LLC 0.04% of their portfolio | 51.9k $503.9k | New |
| ROYCE & ASSOCIATES LP 0.00% of their portfolio | 51.9k $503.3k | Added +32.5k |
| UBS Group AG 0.00% of their portfolio | 51.5k $499.6k | Reduced -5.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 50.9k $494.0k | Reduced -250.5k |
| Shay Capital LLC 0.14% of their portfolio | 50.0k $485.0k | Reduced -50.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 49.8k $482.7k | Added +11.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 49.0k $475.5k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 42.1k $408.7k | Added +5.1k |
| MISSION WEALTH MANAGEMENT, LP 0.01% of their portfolio | 41.1k $398.6k | Unchanged |
| Engineers Gate Manager LP 0.01% of their portfolio | 40.2k $390.3k | Added +4.7k |
| GLENMEDE TRUST CO NA 0.00% of their portfolio | 38.0k $368.7k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 37.9k $367.2k | Reduced -1.6k |
| Monaco Asset Management SAM 0.15% of their portfolio | 37.5k $363.8k | Reduced -37.5k |
| ExodusPoint Capital Management, LP 0.00% of their portfolio | 37.1k $360.0k | New |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 32.6k $315.9k | Added +1.1k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 32.3k $313.0k | Unchanged |
| B. Riley Wealth Advisors, Inc. 0.01% of their portfolio | 31.4k $302.2k | Reduced -24.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 29.6k $287.0k | Reduced -3.4k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 29.4k $285.7k | Reduced -5.8k |
| Corton Capital Inc. 0.13% of their portfolio | 28.1k $272.4k | Added +13.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 25.4k $247.0k | Reduced -194 |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.04% of their portfolio | 24.1k $233.7k | New |
| Factorial Partners, LLC 0.13% of their portfolio | 23.7k $230.2k | Unchanged |
| Callan Capital, LLC 0.01% of their portfolio | 20.6k $199.9k | Reduced -38.2k |
| Dynamic Technology Lab Private Ltd 0.02% of their portfolio | 20.3k $197.0k | Reduced -26.4k |
| Tidal Investments LLC 0.00% of their portfolio | 18.8k $182.2k | Added +306 |
| CITIGROUP INC 0.00% of their portfolio | 17.4k $168.6k | Added +12.0k |
| Savant Capital, LLC 0.00% of their portfolio | 17.2k $167.1k | Reduced -500 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 15.8k $153.0k | Reduced -847 |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.00% of their portfolio | 15.3k $148.3k | Added +34 |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 15.2k $139.4k | New |
| Stratos Wealth Advisors, LLC 0.01% of their portfolio | 15.2k $147.1k | Added +203 |
| Jump Financial, LLC 0.00% of their portfolio | 15.0k $145.8k | Added +1.0k |
| Centiva Capital, LP 0.01% of their portfolio | 14.2k $137.7k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 13.5k $131.0k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 13.1k $126.9k | Added +1.7k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 13.0k $126.3k | Reduced -1.8k |
| Paloma Partners Management Co 0.01% of their portfolio | 13.0k $125.8k | New |
| AJOVista, LLC 0.53% of their portfolio | 12.9k $124.7k | New |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 12.8k $124.1k | Reduced -2.7k |
| Corebridge Financial, Inc. 0.00% of their portfolio | 12.7k $123.0k | Reduced -77 |
| BOOTHBAY FUND MANAGEMENT, LLC 0.00% of their portfolio | 11.9k $115.8k | New |
| Virtu Financial LLC 0.01% of their portfolio | 11.5k $111.0k | New |
| Verition Fund Management LLC 0.00% of their portfolio | 11.0k $106.3k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 10.9k $105.6k | Added +436 |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 10.0k $97.1k | Reduced -19 |
| FMR LLC 0.00% of their portfolio | 10.0k $96.6k | Added +461 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 9.2k $89.2k | Unchanged |
| GLOBEFLEX CAPITAL L P 0.01% of their portfolio | 8.4k $81.2k | New |
| CWM, LLC 0.00% of their portfolio | 6.7k $65.0k | Added +59 |
| Quarry LP 0.02% of their portfolio | 6.1k $59.3k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 5.0k $48.6k | Reduced -396 |