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INOV

Inovalon Holdings, Inc. Class A Common Stock
INOV

Delisted

INOV was delisted on the 23rd of November, 2021.

159 hedge funds and large institutions have $857M invested in Inovalon Holdings, Inc. Class A Common Stock in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

439% more call options, than puts

Call options by funds: $8.79M | Put options by funds: $1.63M

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

85% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 39

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

11% more funds holding

Funds holding: 143159 (+16)

12% less capital invested

Capital invested by funds: $972M → $857M (-$115M)

Holders
159
Holders Change
+16
Holders Change %
+11.19%
% of All Funds
3.5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
31
Increased
72
Reduced
39
Closed
13
Calls
$8.79M
Puts
$1.63M
Net Calls
+$7.16M
Net Calls Change
+$8.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$120M +$3.4M +179,212 +3%
BlackRock
2
BlackRock
New York
$98.9M -$1.84M -96,733 -2%
BCIM
3
Black Creek Investment Management
Ontario, Canada
$78.2M -$15M -791,193 -14%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$70.7M -$35.8M -1,884,774 -31%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$43.3M -$5.7M -300,427 -10%
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$31M +$7.46M +393,013 +27%
RP
7
Riverbridge Partners
Minnesota
$25.9M +$15.1M +796,782 +105%
State Street
8
State Street
Massachusetts
$24.7M +$338K +17,834 +1%
BCA
9
Bernzott Capital Advisors
California
$24.1M -$559K -29,445 -2%
TM
10
Tikvah Management
North Carolina
$20.7M -$11.6M -609,419 -33%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$19.7M +$3.03M +159,551 +16%
Northern Trust
12
Northern Trust
Illinois
$18.9M +$1.66M +87,275 +8%
PVI
13
Pura Vida Investments
New York
$18.4M +$7.51M +395,570 +56%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$17.8M +$3.24M +170,899 +19%
CPA
15
Cowen Prime Advisors
New York
$16.1M -$992K -52,284 -5%
N
16
Nuveen
North Carolina
$14.1M +$1.15M +60,599 +8%
PPA
17
Parametric Portfolio Associates
Washington
$12.2M +$925K +48,721 +7%
EVM
18
Eaton Vance Management
Massachusetts
$11.4M
Invesco
19
Invesco
Georgia
$10.5M +$10.9M +576,799 +1,098%
Charles Schwab
20
Charles Schwab
California
$8.58M +$979K +51,582 +11%
Marshall Wace
21
Marshall Wace
United Kingdom
$8.09M -$6.11M -322,143 -40%
PDM
22
Penn Davis McFarland
Texas
$7.68M -$84.2K -4,435 -1%
ITP
23
Iron Triangle Partners
Connecticut
$7.61M -$3.36M -177,057 -28%
Citadel Advisors
24
Citadel Advisors
Florida
$6.66M +$2.02M +106,387 +36%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$6.6M +$1.69M +89,315 +29%

INOV Hedge Fund Activity: Q1 2020 in Review

159 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Inovalon Holdings, Inc. Class A Common Stock (INOV) for Q1 2020, worth a combined $857M — down 12% from $972M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new INOV positions and 13 closed out — a net gain of 18 holders — while 72 added to existing stakes and 39 trimmed.

The largest buyer was Riverbridge Partners, adding an estimated $15.1M. The largest seller was Fidelity Investments, cutting an estimated $35.8M.

  • 159 institutional investors held Inovalon Holdings, Inc. Class A Common Stock (INOV) as of Q1 2020, up from 143 in Q4 2019.
  • Funds reported $857M of Inovalon Holdings, Inc. Class A Common Stock stock for Q1 2020, down 12% quarter-over-quarter.
  • 31 funds opened new Inovalon Holdings, Inc. Class A Common Stock positions in Q1 2020 and 13 closed out, a net change of +18 holders.
  • The largest Inovalon Holdings, Inc. Class A Common Stock buyer in Q1 2020 was Riverbridge Partners, an estimated $15.1M added.
  • The largest Inovalon Holdings, Inc. Class A Common Stock seller in Q1 2020 was Fidelity Investments, an estimated $35.8M sold.

Based on aggregated 13F filings for Q1 2020.