Innovex International
INVX
166 hedge funds and large institutions have $827M invested in Innovex International in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 28 closing their positions.
720% more call options, than puts
Call options by funds: $2.82M | Put options by funds: $344K
3.28% more ownership
Funds ownership: 100.59% → 103.87% (+3.3%)
5% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 57
4% less funds holding
Funds holding: 173 → 166 (-7)
15% less capital invested
Capital invested by funds: $970M → $827M (-$144M)
21% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 28
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11.3M |
| 2 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$9.58M |
| 3 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$8.29M |
| 4 |
BlackRock
New York
|
+$4.77M |
| 5 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$3.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
-$5.49M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$5.05M |
| 3 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
-$3.88M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$2.96M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$2.43M |
INVX Hedge Fund Activity: Q4 2023 in Review
166 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovex International (INVX) for Q4 2023, worth a combined $827M — down 15% from $970M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of INVX and 22 opened new positions — a net loss of 6 holders — while 57 trimmed existing stakes and 54 added.
The largest buyer was Morgan Stanley, adding an estimated $11.3M. The largest seller was Fred Alger Management, cutting an estimated $5.49M.
- 166 institutional investors held Innovex International (INVX) as of Q4 2023, down from 173 in Q3 2023.
- Funds reported $827M of Innovex International stock for Q4 2023, down 15% quarter-over-quarter.
- 22 funds opened new Innovex International positions in Q4 2023 and 28 closed out, a net change of -6 holders.
- The largest Innovex International buyer in Q4 2023 was Morgan Stanley, an estimated $11.3M added.
- The largest Innovex International seller in Q4 2023 was Fred Alger Management, an estimated $5.49M sold.
Based on aggregated 13F filings for Q4 2023.