J.P.Morgan Software Investment Banking
Majority of Inovalon's investors have been increasing positions
2Q 20
(207)
(49)
(1,562)
178
(57)
Change in position - shares (000's)
1Q 20
4Q 19
(791) (1,827)
(300) (139)
(1,884) (765)
48
633
Investor
Black Creek IM
Neuberger Berman IA
Fidelity
Bernzott Capital Advisors
Pura Vida Investments
Tikvah Mgmt
Redwood Investments
Invesco CM
Arrowstreet Capital
Eaton Vance Mgmt
Teachers Advisors
Goldman Sachs AM
Charles Schwab IM
Samjo Capital
BlackRock Advisors
Dimensional Fund Advisors
Point72 AM
TIAA-CREF IM
Millennium Mgmt
Spence AM
Top 20 active investors
Style
Growth
Growth
Growth
Growth
Hedge Fund
Hedge Fund
Growth
GARP
GARP
GARP
GARP
GARP
GARP
Hedge Fund
Growth
Value
Hedge Fund
GARP
Hedge Fund
Growth
4Q 20
Rank % O/S Position
5.0%
3,843
3.3% 2,521
2.8%
2,144
2.2% 1,708
1.9%
1.6%
1
2
3
4
5
1,429
6
1,245
7
1.2%
950
8
1.1%
871
9 1.1%
851
684->
10
11
0.9%
0.8%
636
12 0.8%
602->
13 0.7%
559
14 0.6%
460
15 0.6%
430
0.6%
426
16
17
18
0.5%
424-
0.5%
422
20 0.5%
389
21
376
0.5%
27.2%
20,976
4Q 20
906
283
(1,486)
(353)
297
1
236
(35)
(18)
43
8
460
2
7
424
18
149
(1)
1,113
3Q 20
(1,548)
(310)
947
440
85
(50)
(62)
(182)
(2)
96
(41)
3
8
999
68
83
211.
78
9
14
104
40
377
(150) (211)
27
139
(29)
396
(609)
577
171
0
(47)
52
(2)
89
60
(92)
(2,306)
(867)
871
272
(15)
27
163
22
15
152
(1,562)
J.P.Morgan
Source: CFIT, FactSet as of 12/31/20 filings, Active investors excludes Broker/Dealers and index investors; Note: Shading represents increase in shares in 2020 compared to end of 2019
3Q 19
(1,329)
(382)
411
11
75
919
25
159
55
18
103
29
(3)
(445)
165
2Q 19
(10)
36
357
1,414
(18)
7
60
15
46
131
(738)
53
(172)
1Q 19
(475)
(281)
(577)
290
(57)
18
(9)
14
6
(290)
(7)
617
1,354 (1,369)
4Q 18
Position % 0/S Rank
9,123 12.7% 1
3,665 5.1% 3
6,702 9.3% 2
0.0%
0.0%
2.2%
0.0%
0.1%
0.0%
684
1.0%
136 0.2%
208 0.3%
390 0.5%
0.0%
102 0.1%
124 0.2%
1,028 1.4%
157 0.2%
0.0%
0.0%
23,942 33.3%
1,564
57
18
TH
35
7
21
15
10
27
22
6
19View entire presentation