Innovex International
INVX
289 hedge funds and large institutions have $4.37B invested in Innovex International in 2013 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 109 increasing their positions, 104 reducing their positions, and 26 closing their positions.
65% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 26
6% more funds holding
Funds holding: 272 → 289 (+17)
5% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 104
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.95% less ownership
Funds ownership: 98.72% → 97.77% (-0.95%)
5% less capital invested
Capital invested by funds: $4.6B → $4.37B (-$234M)
24% less call options, than puts
Call options by funds: $14.3M | Put options by funds: $18.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TG
TCW Group
Los Angeles,
California
|
+$39.2M |
| 2 |
SCM
Sigma Capital Management
Stamford,
Connecticut
|
+$32.8M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$22.4M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$21.3M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$82.1M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$46.2M |
| 3 |
KAM
Keeley Asset Management
Chicago,
Illinois
|
-$34M |
| 4 |
ECA
Encompass Capital Advisors
New York
|
-$30.9M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$30.2M |
INVX Hedge Fund Activity: Q4 2013 in Review
289 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Innovex International (INVX) for Q4 2013, worth a combined $4.37B — down 5.1% from $4.6B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new INVX positions and 26 closed out — a net gain of 17 holders — while 109 added to existing stakes and 104 trimmed.
The largest buyer was TCW Group, adding an estimated $39.2M. The largest seller was Fidelity Investments, cutting an estimated $82.1M.
- 289 institutional investors held Innovex International (INVX) as of Q4 2013, up from 272 in Q3 2013.
- Funds reported $4.37B of Innovex International stock for Q4 2013, down 5.1% quarter-over-quarter.
- 43 funds opened new Innovex International positions in Q4 2013 and 26 closed out, a net change of +17 holders.
- The largest Innovex International buyer in Q4 2013 was TCW Group, an estimated $39.2M added.
- The largest Innovex International seller in Q4 2013 was Fidelity Investments, an estimated $82.1M sold.
Based on aggregated 13F filings for Q4 2013.