DGI
IVTY

Discovery Group I’s Invuity, Inc IVTY Stock Holding History

Discovery Group I’s Portfolio IVTY Stock Details IVTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$11.2M Buy
1,258,849
+1,245,855
+9,588% +$9.5M 4.28% 10
2017
Q2 		$94K Buy
+12,994
New +$101K 0.03% 17
2017
Q1 		– Sell
-102,290
Closed -$588K – 29
2016
Q4 		$588K Buy
+102,290
New +$856K 0.23% 26

Other funds holding IVTY

NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
IVM
InterWest Venture Management San Francisco, California $20.6M AUM 48.5% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
LSC
Lyon Street Capital Sausalito, California $67M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CPA
Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Discovery Group I's IVTY Position: Q3 2017 in Review

Discovery Group I increased its Invuity, Inc (IVTY) stake by 9,588% in Q3 2017, buying an estimated $9.5M and bringing the position to 1,258,849 shares worth $11.2M. The position accounts for 4.28% of the portfolio, ranked #10.

Discovery Group I first reported a position in IVTY in Q4 2016 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold IVTY as of Q3 2017.

  • Discovery Group I held 1,258,849 shares of Invuity, Inc worth $11.2M as of Q3 2017.
  • Discovery Group I bought 1,245,855 Invuity, Inc shares in Q3 2017, an estimated $9.5M.
  • Invuity, Inc made up 4.28% of Discovery Group I's portfolio in Q3 2017, its #10 holding.
  • Discovery Group I first reported a position in Invuity, Inc in Q4 2016 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held Invuity, Inc as of Q3 2017.

Based on Discovery Group I's 13F filing for Q3 2017, filed 13 Nov 2017.