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InfuSystem Holdings
INFU

86 hedge funds and large institutions have $231M invested in InfuSystem Holdings in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

52% more capital invested

Capital invested by funds: $152M → $231M (+$79.2M)

13% more funds holding

Funds holding: 76 → 86 (+10)

11% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 28

1.92% more ownership

Funds ownership: 58.99% → 60.91% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
31
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$9.68M
2
NCGI
Next Century Growth Investors
Minnesota
+$3.44M
3
RIM
Ranger Investment Management
Texas
+$1.97M
4
Invesco
Invesco
Georgia
+$1.12M
5
State Street
State Street
Massachusetts
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$6.38M
2
MA
Minerva Advisors
Pennsylvania
-$4.49M
3
KCM
Kennedy Capital Management
Missouri
-$3.26M
4
TA
Teton Advisors
New York
-$1.4M
5
MAG
Millrace Asset Group
Pennsylvania
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
76
Osaic Holdings
Arizona
$44K +$33.9K +2,250 +2,250%
Lazard Asset Management
77
Lazard Asset Management
New York
$42K -$13.2K -873 -28%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$39K +$24.3K +1,616 +241%
Legal & General Group
79
Legal & General Group
United Kingdom
$33K – – –
SFS
80
Sowell Financial Services
Arkansas
$32K +$25.7K +1,707 New
AIP
81
Ameritas Investment Partners
Nebraska
$24K – – –
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$15K +$11.9K +789 +15,780%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$15K +$12.1K +800 New
Federated Hermes
84
Federated Hermes
Pennsylvania
$2K +$1.28K +85 New
AIG
85
American International Group
New York
$160 -$2.19K -145 -2%
Wellington Management Group
86
Wellington Management Group
Massachusetts
– -$654K -51,030 Closed
Jane Street
87
Jane Street
New York
– -$180K -14,020 Closed
AIM
88
Alambic Investment Management
California
– -$174K -13,584 Closed
Squarepoint
89
Squarepoint
New York
– -$140K -10,907 Closed
MAM
90
Meeder Asset Management
Ohio
– -$24K -1,886 Closed
PCM
91
Prelude Capital Management
New York
– -$3K -200 Closed
BCA
92
Berman Capital Advisors
Georgia
– +$211 +14 New
1 2 3
4

INFU Hedge Fund Activity: Q4 2020 in Review

86 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in InfuSystem Holdings (INFU) for Q4 2020, worth a combined $231M — up 52% from $152M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new INFU positions and 6 closed out — a net gain of 10 holders — while 31 added to existing stakes and 28 trimmed.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $9.68M. The largest seller was Vanguard Group, cutting an estimated $6.38M.

  • 86 institutional investors held InfuSystem Holdings (INFU) as of Q4 2020, up from 76 in Q3 2020.
  • Funds reported $231M of InfuSystem Holdings stock for Q4 2020, up 52% quarter-over-quarter.
  • 16 funds opened new InfuSystem Holdings positions in Q4 2020 and 6 closed out, a net change of +10 holders.
  • The largest InfuSystem Holdings buyer in Q4 2020 was Russell Investments Group, an estimated $9.68M added.
  • The largest InfuSystem Holdings seller in Q4 2020 was Vanguard Group, an estimated $6.38M sold.

Based on aggregated 13F filings for Q4 2020.