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INVX

Innovex International

268 hedge funds and large institutions have $4.33B invested in Innovex International in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 86 increasing their positions, 115 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

444% more call options, than puts

Call options by funds: $12M | Put options by funds: $2.21M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $4.53B → $4.33B (-$206M)

2.54% less ownership

Funds ownership: 99.54%97% (-2.5%)

4% less funds holding

Funds holding: 279268 (-11)

22% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 45

25% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 115

Holders
268
Holders Change
-11
Holders Change %
-3.94%
% of All Funds
7.7%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
35
Increased
86
Reduced
115
Closed
45
Calls
$12M
Puts
$2.21M
Net Calls
+$9.79M
Net Calls Change
+$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$289M +$7.82M +72,790 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$262M +$2.05M +19,058 +0.8%
Jennison Associates
3
Jennison Associates
New York
$220M +$976K +9,081 +0.5%
Goldman Sachs
4
Goldman Sachs
New York
$212M +$36.2M +336,725 +21%
WRF
5
Waddell & Reed Financial
Kansas
$183M +$2.85M +26,560 +2%
TG
6
TCW Group
California
$146M -$6.16M -57,353 -4%
BFA
7
BlackRock Fund Advisors
California
$137M +$5.15M +47,960 +4%
VanEck Associates
8
VanEck Associates
New York
$133M -$1.31M -12,200 -1%
State Street
9
State Street
Massachusetts
$131M -$19M -177,167 -13%
Millennium Management
10
Millennium Management
New York
$131M +$41.5M +386,485 +48%
ACM
11
Atlanta Capital Management
Georgia
$125M -$3.42M -31,851 -3%
JP Morgan Chase
12
JP Morgan Chase
New York
$122M +$24.5M +227,801 +26%
BIT
13
BlackRock Institutional Trust
California
$122M -$3.73M -34,731 -3%
WA
14
Wasatch Advisors
Utah
$120M +$2.92M +27,190 +3%
EC
15
Eminence Capital
New York
$109M +$81.3M +756,192 +308%
JHIU
16
Janus Henderson Investors US
Colorado
$100M -$14.7M -136,318 -13%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$81.9M -$25.8M -240,206 -24%
Norges Bank
18
Norges Bank
Norway
$66.9M +$32.9M +306,317 +100%
Invesco
19
Invesco
Georgia
$65.9M -$2.52M -23,487 -4%
MAA
20
Managed Account Advisors
New Jersey
$62.9M +$3.03M +28,224 +5%
AllianceBernstein
21
AllianceBernstein
Tennessee
$53.8M +$10.2M +94,923 +24%
American Century Companies
22
American Century Companies
Missouri
$50.5M -$11.5M -106,972 -19%
Northern Trust
23
Northern Trust
Illinois
$46.3M -$3.45M -32,119 -7%
Citadel Advisors
24
Citadel Advisors
Florida
$42.8M +$13.9M +129,385 +49%
GKIM
25
GW&K Investment Management
Massachusetts
$41M -$3.28M -30,476 -8%

INVX Hedge Fund Activity: Q2 2014 in Review

268 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Innovex International (INVX) for Q2 2014, worth a combined $4.33B — down 4.5% from $4.53B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of INVX and 35 opened new positions — a net loss of 10 holders — while 115 trimmed existing stakes and 86 added.

The largest buyer was Eminence Capital, adding an estimated $81.3M. The largest seller was Lord, Abbett & Co, cutting an estimated $75.5M.

  • 268 institutional investors held Innovex International (INVX) as of Q2 2014, down from 279 in Q1 2014.
  • Funds reported $4.33B of Innovex International stock for Q2 2014, down 4.5% quarter-over-quarter.
  • 35 funds opened new Innovex International positions in Q2 2014 and 45 closed out, a net change of -10 holders.
  • The largest Innovex International buyer in Q2 2014 was Eminence Capital, an estimated $81.3M added.
  • The largest Innovex International seller in Q2 2014 was Lord, Abbett & Co, an estimated $75.5M sold.

Based on aggregated 13F filings for Q2 2014.