Innovex International
INVX
173 hedge funds and large institutions have $970M invested in Innovex International in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 14 closing their positions.
584% more call options, than puts
Call options by funds: $2.31M | Put options by funds: $338K
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
20% more capital invested
Capital invested by funds: $811M → $970M (+$160M)
4% more funds holding
Funds holding: 166 → 173 (+7)
3% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 62
1.45% less ownership
Funds ownership: 102.04% → 100.59% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$16.1M |
| 2 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$14.9M |
| 3 |
Bank of New York Mellon
New York
|
+$7.94M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$4.18M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$4.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$42.6M |
| 2 |
FAM
Fred Alger Management
New York
|
-$13.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$9.89M |
| 4 |
VanEck Associates
New York
|
-$5.79M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$3.84M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NW
176
NewEdge Wealth
Pittsburgh,
Pennsylvania
| – | -$597K | -25,641 | Closed |
|
|
VAS
177
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| – | -$597K | -25,641 | Closed |
|
178
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| – | -$526K | -22,600 | Closed |
|
|
E
179
Ergoteles
New York
| – | -$289K | -12,419 | Closed |
|
|
SI
180
SCP Investment
Orinda,
California
| – | -$233K | -10,000 | Closed |
|
|
ECM
181
ExodusPoint Capital Management
New York
| – | -$232K | -9,981 | Closed |
|
|
QT
182
Quantbot Technologies
New York
| – | -$127K | -5,443 | Closed |
|
|
SOW
183
State of Wyoming
Cheyenne,
Wyoming
| – | -$69.5K | -2,986 | Closed |
|
|
FPB
184
First PREMIER Bank
Sioux Falls,
South Dakota
| – | -$28K | -1,200 | Closed |
|
|
EBA
185
Eagle Bay Advisors
New York
| – | -$9.68K | -416 | Closed |
|
|
AP
186
Arlington Partners
Birmingham,
Alabama
| – | -$3.86K | -166 | Closed |
|
|
C
187
Covestor
London,
United Kingdom
| – | -$27 | -1 | -20% |
|
INVX Hedge Fund Activity: Q3 2023 in Review
173 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovex International (INVX) for Q3 2023, worth a combined $970M — up 20% from $811M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new INVX positions and 14 closed out — a net gain of 7 holders — while 60 added to existing stakes and 62 trimmed.
The largest buyer was Brandes Investment Partners, adding an estimated $16.1M. The largest seller was Kayne Anderson Rudnick Investment Management, exiting entirely with an estimated $42.6M sold.
- 173 institutional investors held Innovex International (INVX) as of Q3 2023, up from 166 in Q2 2023.
- Funds reported $970M of Innovex International stock for Q3 2023, up 20% quarter-over-quarter.
- 21 funds opened new Innovex International positions in Q3 2023 and 14 closed out, a net change of +7 holders.
- The largest Innovex International buyer in Q3 2023 was Brandes Investment Partners, an estimated $16.1M added.
- The largest Innovex International seller in Q3 2023 was Kayne Anderson Rudnick Investment Management, an estimated $42.6M sold.
Based on aggregated 13F filings for Q3 2023.