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INVX

Innovex International
INVX

182 hedge funds and large institutions have $918M invested in Innovex International in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

37% more capital invested

Capital invested by funds: $671M → $918M (+$247M)

4.19% more ownership

Funds ownership: 100.13% → 104.32% (+4.2%)

4% more funds holding

Funds holding: 175 → 182 (+7)

24% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 68

50% less call options, than puts

Call options by funds: $70K | Put options by funds: $141K

Holders
182
Holders Change
+7
Holders Change %
+4%
% of All Funds
2.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
52
Reduced
68
Closed
20
Calls
$70K
Puts
$141K
Net Calls
-$71K
Net Calls Change
-$929K

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$17.2M
2
CAMG
CWA Asset Management Group
Florida
+$9.81M
3
HA
Heartland Advisors
Wisconsin
+$3.45M
4
BIP
Brandes Investment Partners
California
+$3.15M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$2.98M

Top Sellers

Rank Fund Capital Flow
1
FAM
Fred Alger Management
New York
-$7.18M
2
VanEck Associates
VanEck Associates
New York
-$4.6M
3
GLA
Great Lakes Advisors
Illinois
-$3.83M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$2.71M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASRS
126
Arizona State Retirement System
Arizona
$264K +$231K +9,699 New
Man Group
127
Man Group
United Kingdom
$245K +$215K +9,009 New
TRSOTSOK
128
Teachers Retirement System of the State of Kentucky
Kentucky
$243K – – –
CT
129
Chicago Trust
Illinois
$242K +$212K +8,912 New
KTA
130
Keeley-Teton Advisors
Illinois
$234K +$205K +8,600 New
PA
131
Profund Advisors
Maryland
$233K +$204K +8,561 New
HSBC Holdings
132
HSBC Holdings
United Kingdom
$227K +$199K +8,339 New
NSEDCP
133
NJ State Employees Deferred Compensation Plan
New Jersey
$217K +$191K +8,000 New
SSA
134
Schonfeld Strategic Advisors
New York
$212K -$699K -29,347 -79%
Victory Capital Management
135
Victory Capital Management
Texas
$207K +$181K +7,609 New
WP
136
WealthSource Partners
California
$204K +$179K +7,500 New
Public Employees Retirement Association of Colorado
137
Public Employees Retirement Association of Colorado
Colorado
$158K – – –
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$147K – – –
DFCM
139
Dark Forest Capital Management
Puerto Rico
$147K +$110K +4,632 +602%
SPIA
140
Steward Partners Investment Advisory
New York
$117K +$66.4K +2,786 +181%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$90.4K +$31.9K +1,340 +67%
KBC Group
142
KBC Group
Belgium
$89K – – –
AIP
143
Ameritas Investment Partners
Nebraska
$72.6K – – –
LWP
144
Laurel Wealth Planning
Minnesota
$70.6K – – –
US Bancorp
145
US Bancorp
Minnesota
$61.1K +$3.98K +167 +8%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$60K +$47.1K +1,977 +791%
MLICM
147
Metropolitan Life Insurance Company (MetLife)
New York
$54.6K – – –
MHR
148
Matthew Hamilton Rosenberg
$54.6K – – –
TRCT
149
Tower Research Capital (TRC)
New York
$46K -$8.82K -370 -18%
IA
150
IFP Advisors
Florida
$45K – – –
4 5
6
7 8

INVX Hedge Fund Activity: Q4 2022 in Review

182 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovex International (INVX) for Q4 2022, worth a combined $918M — up 37% from $671M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new INVX positions and 20 closed out — a net gain of 9 holders — while 52 added to existing stakes and 68 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $17.2M. The largest seller was Fred Alger Management, cutting an estimated $7.18M.

  • 182 institutional investors held Innovex International (INVX) as of Q4 2022, up from 175 in Q3 2022.
  • Funds reported $918M of Innovex International stock for Q4 2022, up 37% quarter-over-quarter.
  • 29 funds opened new Innovex International positions in Q4 2022 and 20 closed out, a net change of +9 holders.
  • The largest Innovex International buyer in Q4 2022 was Bank of New York Mellon, an estimated $17.2M added.
  • The largest Innovex International seller in Q4 2022 was Fred Alger Management, an estimated $7.18M sold.

Based on aggregated 13F filings for Q4 2022.