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Innoviva

139 hedge funds and large institutions have $2.8B invested in Innoviva in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $13.3M | Put options by funds: $9.01M

1% more capital invested

Capital invested by funds: $2.76B → $2.8B (+$39.8M)

5% less funds holding

Funds holding: 146139 (-7)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

51% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 76

Holders
139
Holders Change
-7
Holders Change %
-4.79%
% of All Funds
4%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
26
Increased
37
Reduced
76
Closed
31
Calls
$13.3M
Puts
$9.01M
Net Calls
+$4.29M
Net Calls Change
+$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
T
101
TradeWorx
New Jersey
$306K +$246K +10,271 New
CWM
102
Concert Wealth Management
California
$291K +$20.6K +858 +9%
SIM
103
Strategic Investment Management
Virginia
$282K +$227K +9,470 New
CB
104
Commerce Bank
Missouri
$254K -$49.4K -2,060 -19%
PCM
105
Prelude Capital Management
New York
$250K +$201K +8,382 New
SO
106
STRS Ohio
Ohio
$244K +$197K +8,200 New
Verition Fund Management
107
Verition Fund Management
Connecticut
$236K +$190K +7,910 New
YCM
108
Yakira Capital Management
Connecticut
$235K -$1.09M -45,463 -85%
AG
109
Aperio Group
California
$232K +$187K +7,796 New
AB
110
Amalgamated Bank
New York
$228K -$80.9K -3,375 -31%
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$223K -$40.7K -1,696 -18%
AIP
112
Ameritas Investment Partners
Nebraska
$220K +$177K +7,380 New
FIM
113
Fernwood Investment Management
Massachusetts
$219K -$42.5K -1,774 -19%
NCMW
114
Northern Capital Management (Wisconsin)
Wisconsin
$219K -$23.1K -962 -12%
LPL Financial
115
LPL Financial
California
$217K +$175K +7,286 New
VFA
116
Virtus Fund Advisers
Connecticut
$209K +$169K +7,027 New
OC
117
Oppenheimer & Co
New York
$205K -$150K -6,242 -48%
Canada Life
118
Canada Life
Manitoba, Canada
$189K +$39.2K +1,634 +34%
FCE
119
Fiera Capital (Europe)
Cayman Islands
$135K -$20.8K -869 -16%
RA
120
Royce & Associates
New York
$128K -$578K -24,119 -85%
Ameriprise
121
Ameriprise
Minnesota
$121K -$9.43K -393 -9%
QT
122
Quantbot Technologies
New York
$111K +$21.2K +884 +31%
MCM
123
Manchester Capital Management
Vermont
$104K -$20.3K -845 -19%
Teacher Retirement System of Texas
124
Teacher Retirement System of Texas
Texas
$91K -$20.9K -870 -22%
BlackRock
125
BlackRock
New York
$70K -$72.2K -3,011 -56%

INVA Hedge Fund Activity: Q2 2014 in Review

139 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Innoviva (INVA) for Q2 2014, worth a combined $2.8B — up 1.4% from $2.76B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of INVA and 26 opened new positions — a net loss of 5 holders — while 76 trimmed existing stakes and 37 added.

The largest buyer was Perry Capital, opening a new position worth an estimated $36.4M. The largest seller was Baupost Group, cutting an estimated $127M.

  • 139 institutional investors held Innoviva (INVA) as of Q2 2014, down from 146 in Q1 2014.
  • Funds reported $2.8B of Innoviva stock for Q2 2014, up 1.4% quarter-over-quarter.
  • 26 funds opened new Innoviva positions in Q2 2014 and 31 closed out, a net change of -5 holders.
  • The largest Innoviva buyer in Q2 2014 was Perry Capital, an estimated $36.4M added.
  • The largest Innoviva seller in Q2 2014 was Baupost Group, an estimated $127M sold.

Based on aggregated 13F filings for Q2 2014.