Innovex International
INVX
241 hedge funds and large institutions have $2.21B invested in Innovex International in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 99 reducing their positions, and 40 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
1.35% less ownership
Funds ownership: 121% → 119.66% (-1.3%)
5% less funds holding
Funds holding: 253 → 241 (-12)
12% less capital invested
Capital invested by funds: $2.5B → $2.21B (-$287M)
13% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 99
28% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 40
82% less call options, than puts
Call options by funds: $400K | Put options by funds: $2.19M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$35.3M |
| 2 |
BlackRock
New York
|
+$33M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$29.3M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$24M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$34.3M |
| 2 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
-$20.6M |
| 3 |
Neuberger Berman Group
New York
|
-$18.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$16.1M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$14.9M |
INVX Hedge Fund Activity: Q2 2017 in Review
241 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Innovex International (INVX) for Q2 2017, worth a combined $2.21B — down 12% from $2.5B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of INVX and 29 opened new positions — a net loss of 11 holders — while 99 trimmed existing stakes and 86 added.
The largest buyer was Dimensional Fund Advisors, adding an estimated $35.3M. The largest seller was Atlanta Capital Management, cutting an estimated $34.3M.
- 241 institutional investors held Innovex International (INVX) as of Q2 2017, down from 253 in Q1 2017.
- Funds reported $2.21B of Innovex International stock for Q2 2017, down 12% quarter-over-quarter.
- 29 funds opened new Innovex International positions in Q2 2017 and 40 closed out, a net change of -11 holders.
- The largest Innovex International buyer in Q2 2017 was Dimensional Fund Advisors, an estimated $35.3M added.
- The largest Innovex International seller in Q2 2017 was Atlanta Capital Management, an estimated $34.3M sold.
Based on aggregated 13F filings for Q2 2017.