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InfuSystem Holdings

38 hedge funds and large institutions have $25.7M invested in InfuSystem Holdings in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.2% less ownership

Funds ownership: 42.71%42.52% (-0.2%)

7% less funds holding

Funds holding: 4138 (-3)

14% less capital invested

Capital invested by funds: $30M → $25.7M (-$4.27M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
12
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Greenwood Investments
Massachusetts
$6.03M +$40.9K +15,114 +0.7%
MA
2
Minerva Advisors
Pennsylvania
$5.66M +$226K +83,385 +4%
AIC
3
AWM Investment Company
New York
$3.18M
RC
4
RBF Capital
California
$2.73M
TA
5
Teton Advisors
New York
$1.72M
Vanguard Group
6
Vanguard Group
Pennsylvania
$983K +$8.12K +3,000 +0.8%
WA
7
Whitebox Advisors
Minnesota
$904K +$538K +198,946 +148%
MERSOM
8
Municipal Employees' Retirement System of Michigan
Michigan
$789K
LSV Asset Management
9
LSV Asset Management
Illinois
$770K +$298K +110,291 +63%
BCM
10
Bridgeway Capital Management
Texas
$464K +$135K +50,000 +41%
ACM
11
Ativo Capital Management
Illinois
$453K +$25.5K +9,438 +6%
DIA
12
Denver Investment Advisors
Colorado
$295K -$6.24K -2,306 -2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$224K +$10K +3,700 +5%
Northern Trust
14
Northern Trust
Illinois
$195K +$135K +50,000 +229%
BFA
15
BlackRock Fund Advisors
California
$178K -$12K -4,448 -6%
AWW
16
Alan W. Weber
$158K
Deutsche Bank
17
Deutsche Bank
Germany
$137K +$24.2K +8,959 +21%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$126K -$77K -28,477 -38%
SKK
19
Shepherd Kaplan Krochuk
Massachusetts
$110K +$110K +40,743 New
OAM
20
Oxford Asset Management
United Kingdom
$86K +$26.2K +9,696 +44%
GI
21
GAMCO Investors
Connecticut
$79K
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$68K
Renaissance Technologies
23
Renaissance Technologies
New York
$60K +$17.3K +6,400 +41%
CSIC
24
Clifford Swan Investment Counsel
California
$57K
SIM
25
Spark Investment Management
New York
$51K -$32.7K -12,100 -39%

INFU Hedge Fund Activity: Q1 2015 in Review

38 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in InfuSystem Holdings (INFU) for Q1 2015, worth a combined $25.7M — down 14% from $30M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of INFU and 5 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 12 added.

The largest buyer was Whitebox Advisors, adding an estimated $538K. The largest seller was EAM Investors, exiting entirely with an estimated $1.34M sold.

  • 38 institutional investors held InfuSystem Holdings (INFU) as of Q1 2015, down from 41 in Q4 2014.
  • Funds reported $25.7M of InfuSystem Holdings stock for Q1 2015, down 14% quarter-over-quarter.
  • 5 funds opened new InfuSystem Holdings positions in Q1 2015 and 8 closed out, a net change of -3 holders.
  • The largest InfuSystem Holdings buyer in Q1 2015 was Whitebox Advisors, an estimated $538K added.
  • The largest InfuSystem Holdings seller in Q1 2015 was EAM Investors, an estimated $1.34M sold.

Based on aggregated 13F filings for Q1 2015.