We are live on ! Find out more
INVX

Innovex International

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: 175182 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
151
Dimensional Fund Advisors
Texas
$43.9K -$566K -23,771 -1%
QCG
152
Quadrant Capital Group
Ohio
$36.8K +$24.5K +1,030 +317%
FPB
153
First PREMIER Bank
South Dakota
$33K
S
154
SignatureFD
Georgia
$30.1K +$11.6K +485 +78%
EWA
155
EverSource Wealth Advisors
Alabama
$24.6K -$7.93K -333 -27%
Ohio Public Employees Retirement System (OPERS)
156
Ohio Public Employees Retirement System (OPERS)
Ohio
$22K -$55.6K -2,334 -74%
SWA
157
Sutton Wealth Advisors
Florida
$21.9K -$3.5K -147 -15%
RTC
158
Riverview Trust Company
Washington
$18K
AF
159
Allworth Financial
California
$15.1K
WT
160
Whittier Trust
California
$13.6K
PFBT
161
Parkside Financial Bank & Trust
Missouri
$12.8K
EBA
162
Eagle Bay Advisors
New York
$11.3K
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$11K +$310 +13 +3%
PPC
164
Park Place Capital
Alabama
$11K +$9.79K +411 New
HPC
165
HM Payson & Co
Maine
$10.9K
VCM
166
Versant Capital Management
Arizona
$9.13K
AssetMark Inc
167
AssetMark Inc
California
$7.06K -$95 -4 -2%
NA
168
NewEdge Advisors
Louisiana
$6.11K +$5.36K +225 New
WBC
169
West Branch Capital
Massachusetts
$4.62K
HFS
170
Hantz Financial Services
Michigan
$4K
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
$3K
PTC
172
Private Trust Company
Ohio
$3K
FDCDDQ
173
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.72K
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$2.42K +$1.02K +43 +93%
CCA
175
Column Capital Advisors
Indiana
$2.04K +$1.79K +75 New

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.