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INVX

Innovex International

168 hedge funds and large institutions have $532M invested in Innovex International in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $310K | Put options by funds: $94K

31% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 55

2.79% more ownership

Funds ownership: 53.79%56.58% (+2.8%)

1% more capital invested

Capital invested by funds: $526M → $532M (+$5.37M)

6% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 31

2% less funds holding

Funds holding: 171168 (-3)

Holders
168
Holders Change
-3
Holders Change %
-1.75%
% of All Funds
2.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
72
Reduced
55
Closed
31
Calls
$310K
Puts
$94K
Net Calls
+$216K
Net Calls Change
-$420K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Acuitas Investments
Washington
$3.36M +$1.3M +86,382 +56%
DLP
27
De Lisle Partners
United Kingdom
$3.13M
GCM
28
GeoSphere Capital Management
Florida
$2.79M +$3M +200,000 New
BCC
29
Bridge City Capital
Oregon
$2.76M +$713K +47,518 +32%
LIP
30
Lighthouse Investment Partners
Florida
$2.72M +$2.92M +195,000 New
Principal Financial Group
31
Principal Financial Group
Iowa
$2.55M +$301K +20,102 +12%
Jane Street
32
Jane Street
New York
$2.48M +$2.04M +135,780 +325%
Stifel Financial
33
Stifel Financial
Missouri
$2.35M -$5.74M -383,037 -69%
DCM
34
Dean Capital Management
Kansas
$2.3M +$1.39M +92,801 +129%
UBS Group
35
UBS Group
Switzerland
$2.15M +$1.28M +85,495 +125%
LCM
36
Legato Capital Management
California
$2.08M +$908K +60,554 +69%
Marshall Wace
37
Marshall Wace
United Kingdom
$1.88M +$2.01M +134,255 New
Tudor Investment Corp
38
Tudor Investment Corp
Connecticut
$1.75M +$254K +16,938 +16%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$1.67M +$1.79M +119,200 New
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$1.57M +$64.4K +4,297 +4%
Victory Capital Management
41
Victory Capital Management
Texas
$1.38M +$725K +48,343 +95%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.31M +$312K +20,786 +28%
Legal & General Group
43
Legal & General Group
United Kingdom
$1.26M +$20.6K +1,373 +2%
UBS AM
44
UBS AM
Illinois
$1.23M -$142K -9,441 -10%
Millennium Management
45
Millennium Management
New York
$1.17M +$456K +30,402 +57%
Bank of America
46
Bank of America
North Carolina
$1.17M -$720K -48,043 -37%
XT
47
XTX Topco
Cayman Islands
$1.12M +$872K +58,147 +260%
American Century Companies
48
American Century Companies
Missouri
$1.07M -$4.78K -319 -0.4%
Deutsche Bank
49
Deutsche Bank
Germany
$1M +$173K +11,513 +19%
BCM
50
Bridgeway Capital Management
Texas
$958K +$38.5K +2,569 +4%

INVX Hedge Fund Activity: Q4 2024 in Review

168 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovex International (INVX) for Q4 2024, worth a combined $532M — up 1% from $526M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of INVX and 29 opened new positions — a net loss of 2 holders — while 55 trimmed existing stakes and 72 added.

The largest buyer was Brandes Investment Partners, adding an estimated $27.6M. The largest seller was Stifel Financial, cutting an estimated $5.74M.

  • 168 institutional investors held Innovex International (INVX) as of Q4 2024, down from 171 in Q3 2024.
  • Funds reported $532M of Innovex International stock for Q4 2024, up 1% quarter-over-quarter.
  • 29 funds opened new Innovex International positions in Q4 2024 and 31 closed out, a net change of -2 holders.
  • The largest Innovex International buyer in Q4 2024 was Brandes Investment Partners, an estimated $27.6M added.
  • The largest Innovex International seller in Q4 2024 was Stifel Financial, an estimated $5.74M sold.

Based on aggregated 13F filings for Q4 2024.