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INVX

Innovex International

272 hedge funds and large institutions have $2.35B invested in Innovex International in 2016 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 111 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,146% more call options, than puts

Call options by funds: $39.7M | Put options by funds: $1.77M

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

21% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 92

3% more funds holding

Funds holding: 265272 (+7)

0.5% more ownership

Funds ownership: 105.57%106.07% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2% less capital invested

Capital invested by funds: $2.39B → $2.35B (-$36.6M)

Holders
272
Holders Change
+7
Holders Change %
+2.64%
% of All Funds
7.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
37
Increased
111
Reduced
92
Closed
28
Calls
$39.7M
Puts
$1.77M
Net Calls
+$37.9M
Net Calls Change
+$44.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$297M -$3.11M -51,493 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$166M +$6.06M +100,175 +4%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$94.4M +$18.8M +310,435 +24%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$90.7M +$18.7M +309,955 +25%
BFA
5
BlackRock Fund Advisors
California
$83.8M +$2.65M +43,745 +3%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$76.8M -$12.7M -210,207 -14%
BIT
7
BlackRock Institutional Trust
California
$75.4M -$7.9M -130,625 -9%
State Street
8
State Street
Massachusetts
$66.8M +$1.51M +24,983 +2%
ACM
9
Atlanta Capital Management
Georgia
$65.2M +$1.17M +19,396 +2%
JHIU
10
Janus Henderson Investors US
Colorado
$61.5M +$744K +12,302 +1%
Macquarie Group
11
Macquarie Group
Australia
$51.1M +$27.3M +451,493 +107%
AllianceBernstein
12
AllianceBernstein
Tennessee
$50.1M -$6.36M -105,251 -11%
Goldman Sachs
13
Goldman Sachs
New York
$49.8M -$9.2M -152,223 -15%
AL
14
AJO LP
Pennsylvania
$47.7M +$2.96M +48,982 +6%
First Trust Advisors
15
First Trust Advisors
Illinois
$41.3M +$2.53M +41,762 +6%
Invesco
16
Invesco
Georgia
$36.8M +$1.11M +18,363 +3%
Jennison Associates
17
Jennison Associates
New York
$36.6M -$2.8M -46,294 -7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$35.7M -$1.81M -29,911 -5%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$33.8M -$972K -16,081 -3%
JP Morgan Chase
20
JP Morgan Chase
New York
$30.9M -$1.43M -23,712 -4%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$26.9M +$1.75M +28,899 +7%
GKIM
22
GW&K Investment Management
Massachusetts
$26.2M -$2.35M -38,826 -8%
Northern Trust
23
Northern Trust
Illinois
$25.5M +$592K +9,798 +2%
ClearBridge Investments
24
ClearBridge Investments
New York
$25.2M -$24.4K -403 -0.1%
Norges Bank
25
Norges Bank
Norway
$23.8M +$2.06M +34,012 +9%

INVX Hedge Fund Activity: Q2 2016 in Review

272 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Innovex International (INVX) for Q2 2016, worth a combined $2.35B — down 1.5% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new INVX positions and 28 closed out — a net gain of 9 holders — while 111 added to existing stakes and 92 trimmed.

The largest buyer was Macquarie Group, adding an estimated $27.3M. The largest seller was Jupiter Investment Management, cutting an estimated $16.7M.

  • 272 institutional investors held Innovex International (INVX) as of Q2 2016, up from 265 in Q1 2016.
  • Funds reported $2.35B of Innovex International stock for Q2 2016, down 1.5% quarter-over-quarter.
  • 37 funds opened new Innovex International positions in Q2 2016 and 28 closed out, a net change of +9 holders.
  • The largest Innovex International buyer in Q2 2016 was Macquarie Group, an estimated $27.3M added.
  • The largest Innovex International seller in Q2 2016 was Jupiter Investment Management, an estimated $16.7M sold.

Based on aggregated 13F filings for Q2 2016.