Innovex International
INVX
172 hedge funds and large institutions have $906M invested in Innovex International in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 70 reducing their positions, and 38 closing their positions.
2.61% less ownership
Funds ownership: 107.14% → 104.53% (-2.6%)
8% less funds holding
Funds holding: 187 → 172 (-15)
19% less capital invested
Capital invested by funds: $1.12B → $906M (-$213M)
33% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 70
34% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 38
91% less call options, than puts
Call options by funds: $300K | Put options by funds: $3.48M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$9.62M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$5.79M |
| 3 |
Morgan Stanley
New York
|
+$4.97M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$4.47M |
| 5 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
+$2.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$15.1M |
| 2 |
BlackRock
New York
|
-$6.02M |
| 3 |
CCM
Channing Capital Management
Chicago,
Illinois
|
-$4.88M |
| 4 |
Goldman Sachs
New York
|
-$4.75M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.73M |
INVX Hedge Fund Activity: Q3 2020 in Review
172 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Innovex International (INVX) for Q3 2020, worth a combined $906M — down 19% from $1.12B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of INVX and 25 opened new positions — a net loss of 13 holders — while 70 trimmed existing stakes and 47 added.
The largest buyer was AllianceBernstein, adding an estimated $9.62M. The largest seller was Boston Trust Walden, exiting entirely with an estimated $15.1M sold.
- 172 institutional investors held Innovex International (INVX) as of Q3 2020, down from 187 in Q2 2020.
- Funds reported $906M of Innovex International stock for Q3 2020, down 19% quarter-over-quarter.
- 25 funds opened new Innovex International positions in Q3 2020 and 38 closed out, a net change of -13 holders.
- The largest Innovex International buyer in Q3 2020 was AllianceBernstein, an estimated $9.62M added.
- The largest Innovex International seller in Q3 2020 was Boston Trust Walden, an estimated $15.1M sold.
Based on aggregated 13F filings for Q3 2020.