We are live on ! Find out more
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
JF
176
Jump Financial
Illinois
-$506K -34,500 Closed
HF
177
HRT Financial
New York
-$325K -22,196 Closed
CCM
178
Chilton Capital Management
Texas
-$318K -21,668 Closed
LC
179
Lavaca Capital
Texas
-$318K -21,643 Closed
QT
180
Quantbot Technologies
New York
-$312K -21,242 Closed
AQR Capital Management
181
AQR Capital Management
Connecticut
-$255K -17,388 Closed
Corient Private Wealth
182
Corient Private Wealth
Florida
-$193K -13,122 Closed
Cerity Partners
183
Cerity Partners
New York
-$166K -11,341 Closed
BP
184
Ballentine Partners
Massachusetts
-$163K -11,102 Closed
SG Americas Securities
185
SG Americas Securities
New York
-$116K -7,884 Closed
KC
186
Kepos Capital
New York
-$96K -6,521 Closed
SO
187
STRS Ohio
Ohio
-$92.5K -6,300 Closed
Group One Trading
188
Group One Trading
Illinois
-$19.1K -1,300 Closed
NC
189
nVerses Capital
Florida
-$16.1K -1,100 Closed
FFA
190
Farther Finance Advisors
California
-$7.34K -500 Closed
S
191
SignatureFD
Georgia
-$5.48K -373 Closed
SPIA
192
Steward Partners Investment Advisory
New York
-$2.64K -180 Closed
CPA
193
Capital Performance Advisors
California
-$1.98K -135 Closed
AW
194
Avion Wealth
Texas
-$1K -95 Closed
MG
195
Mather Group
Illinois
-$440 -30 Closed
BF
196
BOK Financial
Oklahoma
-$342 -23 Closed
AF
197
Advisornet Financial
Minnesota
-$191 -13 Closed
MFG
198
Mendota Financial Group
Wisconsin
-$45 -3 Closed
C
199
Covestor
United Kingdom
+$60 +4 +133%

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.