Innovex International
INVX
191 hedge funds and large institutions have $1.18B invested in Innovex International in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 63 reducing their positions, and 54 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 63
9% less call options, than puts
Call options by funds: $1.8M | Put options by funds: $1.98M
2.15% less ownership
Funds ownership: 109.89% → 107.73% (-2.2%)
14% less funds holding
Funds holding: 222 → 191 (-31)
37% less capital invested
Capital invested by funds: $1.86B → $1.18B (-$686M)
54% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 54
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$17.9M |
| 2 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$11.7M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$9.68M |
| 4 |
Goldman Sachs
New York
|
+$8.18M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$19.1M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$12.8M |
| 3 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$12.5M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$9.99M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$9.39M |
INVX Hedge Fund Activity: Q1 2020 in Review
191 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Innovex International (INVX) for Q1 2020, worth a combined $1.18B — down 37% from $1.86B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of INVX and 25 opened new positions — a net loss of 29 holders — while 63 trimmed existing stakes and 77 added.
The largest buyer was Channing Capital Management, opening a new position worth an estimated $17.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $19.1M.
- 191 institutional investors held Innovex International (INVX) as of Q1 2020, down from 222 in Q4 2019.
- Funds reported $1.18B of Innovex International stock for Q1 2020, down 37% quarter-over-quarter.
- 25 funds opened new Innovex International positions in Q1 2020 and 54 closed out, a net change of -29 holders.
- The largest Innovex International buyer in Q1 2020 was Channing Capital Management, an estimated $17.9M added.
- The largest Innovex International seller in Q1 2020 was T. Rowe Price Associates, an estimated $19.1M sold.
Based on aggregated 13F filings for Q1 2020.