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INVX

Innovex International

170 hedge funds and large institutions have $783M invested in Innovex International in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $1.69M | Put options by funds: $561K

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

2% more funds holding

Funds holding: 166170 (+4)

2.96% less ownership

Funds ownership: 103.87%100.9% (-3%)

5% less capital invested

Capital invested by funds: $827M → $783M (-$44.2M)

17% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 65

Holders
170
Holders Change
+4
Holders Change %
+2.41%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
54
Reduced
65
Closed
20
Calls
$1.69M
Puts
$561K
Net Calls
+$1.13M
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
CFM
151
Catalyst Funds Management
Australia
$6.76K +$6.56K +300 New
EWA
152
EverSource Wealth Advisors
Alabama
$4.91K +$1.97K +90 +50%
WBC
153
West Branch Capital
Massachusetts
$3.83K
QL
154
Quarry LP
New York
$3.45K +$3.35K +153 New
HFS
155
Hantz Financial Services
Michigan
$3K -$853 -39 -25%
Barrow, Hanley, Mewhinney & Strauss
156
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.86K
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$2.59K -$2.69K -123 -52%
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$2.19K -$1.53K -70 -42%
PWMG
159
Private Wealth Management Group
New Jersey
$1.82K -$2.41K -110 -58%
GRP
160
Global Retirement Partners
California
$1.15K +$984 +45 +750%
MG
161
Mather Group
Illinois
$1.09K +$1.03K +47 New
ACM
162
Anfield Capital Management
California
$1.04K +$1.01K +46 New
AW
163
Avion Wealth
Texas
$1K
BFEC
164
Benjamin F. Edwards & Company
Missouri
$1K +$875 +40 New
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$518
UB
166
UMB Bank
Missouri
$270 +$262 +12 New
PA
167
Parallel Advisors
California
$135 -$612 -28 -82%
AWM
168
Avior Wealth Management
Nebraska
$135 +$131 +6 New
RIL
169
Rothschild Investment LLC
Illinois
$113 +$109 +5 New
Tudor Investment Corp
170
Tudor Investment Corp
Connecticut
-$1.94M -83,157 Closed
DADC
171
D.A. Davidson & Co
Montana
-$1.91M -82,169 Closed
ECM
172
ExodusPoint Capital Management
New York
-$766K -32,936 Closed
Renaissance Technologies
173
Renaissance Technologies
New York
-$688K -29,559 Closed
State of Wisconsin Investment Board
174
State of Wisconsin Investment Board
Wisconsin
-$595K -25,578 Closed
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
-$400K -16,714 Closed

INVX Hedge Fund Activity: Q1 2024 in Review

170 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovex International (INVX) for Q1 2024, worth a combined $783M — down 5.3% from $827M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new INVX positions and 20 closed out — a net gain of 4 holders — while 54 added to existing stakes and 65 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $7.02M. The largest seller was Morgan Stanley, cutting an estimated $10.9M.

  • 170 institutional investors held Innovex International (INVX) as of Q1 2024, up from 166 in Q4 2023.
  • Funds reported $783M of Innovex International stock for Q1 2024, down 5.3% quarter-over-quarter.
  • 24 funds opened new Innovex International positions in Q1 2024 and 20 closed out, a net change of +4 holders.
  • The largest Innovex International buyer in Q1 2024 was Brandes Investment Partners, an estimated $7.02M added.
  • The largest Innovex International seller in Q1 2024 was Morgan Stanley, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2024.