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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
HCM
151
Hollencrest Capital Management
California
$3.34K +$3.58K +239 New
LFG
152
Larson Financial Group
Missouri
$2.49K
WBC
153
West Branch Capital
Massachusetts
$2.38K
EWA
154
EverSource Wealth Advisors
Alabama
$1.84K -$15 -1 -0.8%
ACM
155
Aster Capital Management
United Arab Emirates
$1.83K +$1.96K +131 New
AF
156
Allworth Financial
California
$1.71K -$2.46K -164 -62%
CIAM
157
Caitong International Asset Management
Hong Kong
$1.26K +$1.35K +90 New
MCM
158
MAI Capital Management
Ohio
$755 +$810 +54 New
CPG
159
Cornerstone Planning Group
New Jersey
$604 +$540 +36 New
PA
160
Parallel Advisors
California
$601 -$14.8K -986 -96%
SS
161
SBI Securities
Japan
$587 +$630 +42 New
RIL
162
Rothschild Investment LLC
Illinois
$559 -$675 -45 -53%
Barrow, Hanley, Mewhinney & Strauss
163
Barrow, Hanley, Mewhinney & Strauss
Texas
$559 +$45 +3 +8%
HNB
164
Huntington National Bank
Ohio
$475 -$2.94K -196 -85%
PFBT
165
Parkside Financial Bank & Trust
Missouri
$420 +$450 +30 New
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$321
IA
167
IFP Advisors
Florida
$154 +$165 +11 New
LCOV
168
London Company of Virginia
Virginia
-$4.14M -281,733 Closed
AG
169
Algert Global
California
-$1.97M -134,234 Closed
ECM
170
ExodusPoint Capital Management
New York
-$1.66M -113,276 Closed
WCM
171
Wallace Capital Management
Texas
-$1.18M -80,161 Closed
BGIM
172
Brandywine Global Investment Management
Pennsylvania
-$1.15M -75,022 Closed
PP
173
PDT Partners
New York
-$940K -64,048 Closed
WG
174
Winton Group
United Kingdom
-$857K -58,366 Closed
PCM
175
Polaris Capital Management
Massachusetts
-$672K -45,800 Closed

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.