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Innoviva

119 hedge funds and large institutions have $1B invested in Innoviva in 2015 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

12% more funds holding

Funds holding: 106119 (+13)

30% less call options, than puts

Call options by funds: $1.17M | Put options by funds: $1.66M

45% less capital invested

Capital invested by funds: $1.82B → $1B (-$814M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
119
Holders Change
+13
Holders Change %
+12.26%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
43
Reduced
33
Closed
11
Calls
$1.17M
Puts
$1.66M
Net Calls
-$493K
Net Calls Change
-$977K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Americafirst Capital Management
California
$280M +$529K +38,961 New
BG
2
Baupost Group
Massachusetts
$142M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$126M +$518K +38,105 +0.2%
IAM
4
Iridian Asset Management
Connecticut
$89.8M +$3.85M +282,935 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$41.7M +$2.67M +196,791 +4%
BFA
6
BlackRock Fund Advisors
California
$33.9M +$2.94M +216,658 +5%
State Street
7
State Street
Massachusetts
$23.2M +$2.9M +213,355 +7%
CPM
8
Chesapeake Partners Management
Maryland
$20.3M +$1.89M +138,997 +5%
ECP
9
Empyrean Capital Partners
California
$19.7M +$8.55M +629,410 +30%
LM
10
Litespeed Management
New York
$19.2M
PC
11
Perry Capital
New York
$18M -$20.7M -1,523,136 -38%
Bank of America
12
Bank of America
North Carolina
$14.9M -$6.86M -505,024 -20%
AC
13
Armistice Capital
New York
$14.7M +$18.2M +1,341,000 New
BIT
14
BlackRock Institutional Trust
California
$14.6M -$141K -10,382 -0.5%
First Eagle Investment Management
15
First Eagle Investment Management
New York
$12.9M -$36.7K -2,699 -0.2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$9.57M -$972K -71,517 -5%
CC
17
Clearline Capital
New York
$8.24M +$15.6M +1,147,741 New
Northern Trust
18
Northern Trust
Illinois
$7.28M +$696K +51,247 +5%
Invesco
19
Invesco
Georgia
$7.12M +$13.5M +990,653 +357,636%
Wells Fargo
20
Wells Fargo
California
$6.97M +$3.49M +256,458 +36%
O
21
OppenheimerFunds
New York
$6.5M -$47.1M -3,469,349 -79%
Millennium Management
22
Millennium Management
New York
$5.95M +$9.39M +691,047 +504%
Norges Bank
23
Norges Bank
Norway
$5.75M -$983K -72,359 -8%
Nomura Holdings
24
Nomura Holdings
Japan
$5.01M +$224K +16,492 +2%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$3.92M +$180K +13,268 +2%

INVA Hedge Fund Activity: Q3 2015 in Review

119 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Innoviva (INVA) for Q3 2015, worth a combined $1B — down 45% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new INVA positions and 11 closed out — a net gain of 13 holders — while 43 added to existing stakes and 33 trimmed.

The largest buyer was Armistice Capital, opening a new position worth an estimated $18.2M. The largest seller was OppenheimerFunds, cutting an estimated $47.1M.

  • 119 institutional investors held Innoviva (INVA) as of Q3 2015, up from 106 in Q2 2015.
  • Funds reported $1B of Innoviva stock for Q3 2015, down 45% quarter-over-quarter.
  • 24 funds opened new Innoviva positions in Q3 2015 and 11 closed out, a net change of +13 holders.
  • The largest Innoviva buyer in Q3 2015 was Armistice Capital, an estimated $18.2M added.
  • The largest Innoviva seller in Q3 2015 was OppenheimerFunds, an estimated $47.1M sold.

Based on aggregated 13F filings for Q3 2015.