InfuSystem Holdings
INFU
63 hedge funds and large institutions have $128M invested in InfuSystem Holdings in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 15 closing their positions.
634% more call options, than puts
Call options by funds: $213K | Put options by funds: $29K
92% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 12
37% more capital invested
Capital invested by funds: $92.9M → $128M (+$34.8M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
6.21% more ownership
Funds ownership: 57.13% → 63.34% (+6.2%)
7% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 15
2% less funds holding
Funds holding: 64 → 63 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$7.98M |
| 2 |
State Street
Boston,
Massachusetts
|
+$1.61M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.59M |
| 4 |
First Eagle Investment Management
New York
|
+$1.55M |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$1.77M |
| 2 |
Millennium Management
New York
|
-$1.04M |
| 3 |
CWA
CM Wealth Advisors
Beachwood,
Ohio
|
-$771K |
| 4 |
CSC
Cove Street Capital
El Segundo,
California
|
-$749K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$434K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Acadian Asset Management
Boston,
Massachusetts
| – | -$68K | -8,897 | Closed |
|
77
Victory Capital Management
San Antonio,
Texas
| – | -$42.4K | -5,465 | Closed |
|
78
Simplex Trading
Chicago,
Illinois
| – | -$18 | -2 | Closed |
|
INFU Hedge Fund Activity: Q2 2023 in Review
63 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in InfuSystem Holdings (INFU) for Q2 2023, worth a combined $128M — up 37% from $92.9M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of INFU and 14 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 23 added.
The largest buyer was BlackRock, adding an estimated $7.98M. The largest seller was Wasatch Advisors, cutting an estimated $1.77M.
- 63 institutional investors held InfuSystem Holdings (INFU) as of Q2 2023, down from 64 in Q1 2023.
- Funds reported $128M of InfuSystem Holdings stock for Q2 2023, up 37% quarter-over-quarter.
- 14 funds opened new InfuSystem Holdings positions in Q2 2023 and 15 closed out, a net change of -1 holder.
- The largest InfuSystem Holdings buyer in Q2 2023 was BlackRock, an estimated $7.98M added.
- The largest InfuSystem Holdings seller in Q2 2023 was Wasatch Advisors, an estimated $1.77M sold.
Based on aggregated 13F filings for Q2 2023.