Innovex International
INVX
272 hedge funds and large institutions have $4.6B invested in Innovex International in 2013 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 101 increasing their positions, 106 reducing their positions, and 31 closing their positions.
52% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 31
28% more capital invested
Capital invested by funds: $3.6B → $4.6B (+$1,000M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
4% more funds holding
Funds holding: 261 → 272 (+11)
0.71% less ownership
Funds ownership: 99.42% → 98.72% (-0.71%)
5% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 106
24% less call options, than puts
Call options by funds: $16.7M | Put options by funds: $21.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$65.3M |
| 2 |
TG
TCW Group
Los Angeles,
California
|
+$59.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$34.3M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$29.1M |
| 5 |
State Street
Boston,
Massachusetts
|
+$22.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
-$89.8M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
-$50.3M |
| 3 |
VanEck Associates
New York
|
-$43.6M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$28.8M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$16.7M |
INVX Hedge Fund Activity: Q3 2013 in Review
272 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Innovex International (INVX) for Q3 2013, worth a combined $4.6B — up 28% from $3.6B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new INVX positions and 31 closed out — a net gain of 16 holders — while 101 added to existing stakes and 106 trimmed.
The largest buyer was Lord, Abbett & Co, adding an estimated $65.3M. The largest seller was Capital Guardian Trust, cutting an estimated $89.8M.
- 272 institutional investors held Innovex International (INVX) as of Q3 2013, up from 261 in Q2 2013.
- Funds reported $4.6B of Innovex International stock for Q3 2013, up 28% quarter-over-quarter.
- 47 funds opened new Innovex International positions in Q3 2013 and 31 closed out, a net change of +16 holders.
- The largest Innovex International buyer in Q3 2013 was Lord, Abbett & Co, an estimated $65.3M added.
- The largest Innovex International seller in Q3 2013 was Capital Guardian Trust, an estimated $89.8M sold.
Based on aggregated 13F filings for Q3 2013.