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CVD Equipment Corp

23 hedge funds and large institutions have $25.2M invested in CVD Equipment Corp in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more capital invested

Capital invested by funds: $6.49M → $25.2M (+$18.7M)

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

15% more funds holding

Funds holding: 2023 (+3)

9.87% more ownership

Funds ownership: 18.34%28.21% (+9.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
5
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AE
1
AMH Equity
New York
$8.98M
ACM
2
AIGH Capital Management
Maryland
$4.44M +$3.77M +333,908 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.73M +$327K +29,006 +12%
Renaissance Technologies
4
Renaissance Technologies
New York
$1.29M -$205K -18,200 -16%
EI
5
EAM Investors
California
$1.17M +$990K +87,734 New
WVP
6
Worth Venture Partners
New Jersey
$1.09M +$927K +82,139 New
Ameriprise
7
Ameriprise
Minnesota
$1.06M +$899K +79,681 New
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$815K
Geode Capital Management
9
Geode Capital Management
Massachusetts
$809K +$191K +16,959 +39%
QOP
10
Quinn Opportunity Partners
Virginia
$647K +$549K +48,682 New
OAM
11
Oberweis Asset Management
Illinois
$430K +$365K +32,300 New
State Street
12
State Street
Massachusetts
$247K
BlackRock
13
BlackRock
New York
$200K +$5.42K +480 +3%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$173K -$23.7K -2,100 -14%
Morgan Stanley
15
Morgan Stanley
New York
$52.8K +$16.6K +1,470 +59%
UBS Group
16
UBS Group
Switzerland
$36.9K +$10.3K +914 +49%
DWA
17
Dorsey Wright & Associates
California
$22.8K +$19.4K +1,716 New
Wells Fargo
18
Wells Fargo
California
$13.1K
TRCT
19
Tower Research Capital (TRC)
New York
$3K -$8.73K -774 -79%
FCA
20
FinTrust Capital Advisors
South Carolina
$1.65K
Osaic Holdings
21
Osaic Holdings
Arizona
$931
Fidelity Investments
22
Fidelity Investments
Massachusetts
$359 +$305 +27 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$230 -$86.3K -7,650 -31%
Citadel Advisors
24
Citadel Advisors
Florida
-$56.2K -10,191 Closed
BC
25
Barrett & Company
Rhode Island
-$17.9K -3,250 Closed

CVV Hedge Fund Activity: Q1 2023 in Review

23 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CVD Equipment Corp (CVV) for Q1 2023, worth a combined $25.2M — up 288% from $6.49M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CVV positions and 5 closed out — a net gain of 3 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was AIGH Capital Management, opening a new position worth an estimated $3.77M. The largest seller was Renaissance Technologies, cutting an estimated $205K.

  • 23 institutional investors held CVD Equipment Corp (CVV) as of Q1 2023, up from 20 in Q4 2022.
  • Funds reported $25.2M of CVD Equipment Corp stock for Q1 2023, up 288% quarter-over-quarter.
  • 8 funds opened new CVD Equipment Corp positions in Q1 2023 and 5 closed out, a net change of +3 holders.
  • The largest CVD Equipment Corp buyer in Q1 2023 was AIGH Capital Management, an estimated $3.77M added.
  • The largest CVD Equipment Corp seller in Q1 2023 was Renaissance Technologies, an estimated $205K sold.

Based on aggregated 13F filings for Q1 2023.