IDXX ranks #313 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
IDXX is a top-conviction position for Capital Counsel Llc/ny — at 8.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in IDXX belongs to BlackRock, Inc., but the position matters far more to Capital Counsel Llc/ny, who has 8.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Assenagon Asset Management S.A. has added to its IDXX position for two straight quarters, increasing it by $85.6M to reach $133.9M today.
Franklin Street Advisors Inc /nc has trimmed its IDXX position for two straight quarters, cutting it by $18.6M while still holding $11.4M.
IDXX is up 3.4% today, and institutions have been net buyers of $19.0B this quarter — today's price move and the underlying institutional flow are pointing the same direction.