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InfuSystem Holdings

38 hedge funds and large institutions have $25.5M invested in InfuSystem Holdings in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

2.44% more ownership

Funds ownership: 41.74%44.18% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $26.2M → $25.5M (-$648K)

7% less funds holding

Funds holding: 4138 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
10
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1
Minerva Advisors
Pennsylvania
$5.32M
AIC
2
AWM Investment Company
New York
$5.24M +$1.44M +641,013 +45%
GI
3
Greenwood Investments
Massachusetts
$4.6M +$313K +139,273 +8%
TA
4
Teton Advisors
New York
$1.62M
2L
5
22NW LP
Washington
$1.14M +$1M +446,753 New
RC
6
RBF Capital
California
$1.13M -$1.27M -563,759 -56%
BCM
7
Bridgeway Capital Management
Texas
$1.1M +$236K +105,000 +32%
Vanguard Group
8
Vanguard Group
Pennsylvania
$983K +$8.98K +3,996 +1%
LSV Asset Management
9
LSV Asset Management
Illinois
$847K
MERSOM
10
Municipal Employees' Retirement System of Michigan
Michigan
$503K
FNBT
11
FineMark National Bank & Trust
Florida
$460K +$315K +140,175 +349%
GF
12
Gabelli Funds
New York
$430K
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$274K -$22.6K -10,062 -9%
QOP
14
Quinn Opportunity Partners
Virginia
$265K +$233K +103,861 New
Renaissance Technologies
15
Renaissance Technologies
New York
$246K -$73K -32,500 -25%
SIM
16
Spark Investment Management
New York
$226K +$9.44K +4,200 +5%
BFA
17
BlackRock Fund Advisors
California
$153K +$3.68K +1,636 +3%
AWW
18
Alan W. Weber
$149K
Deutsche Bank
19
Deutsche Bank
Germany
$136K -$84.3K -37,497 -41%
GHAM
20
Gilman Hill Asset Management
Connecticut
$126K +$52.9K +23,550 +91%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$118K
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$61K
Northern Trust
23
Northern Trust
Illinois
$58K +$319 +142 +0.6%
CSIC
24
Clifford Swan Investment Counsel
California
$54K
SKK
25
Shepherd Kaplan Krochuk
Massachusetts
$54K +$48K +21,343 New

INFU Hedge Fund Activity: Q4 2016 in Review

38 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in InfuSystem Holdings (INFU) for Q4 2016, worth a combined $25.5M — down 2.5% from $26.2M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of INFU and 4 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 10 added.

The largest buyer was AWM Investment Company, adding an estimated $1.44M. The largest seller was RBF Capital, cutting an estimated $1.27M.

  • 38 institutional investors held InfuSystem Holdings (INFU) as of Q4 2016, down from 41 in Q3 2016.
  • Funds reported $25.5M of InfuSystem Holdings stock for Q4 2016, down 2.5% quarter-over-quarter.
  • 4 funds opened new InfuSystem Holdings positions in Q4 2016 and 7 closed out, a net change of -3 holders.
  • The largest InfuSystem Holdings buyer in Q4 2016 was AWM Investment Company, an estimated $1.44M added.
  • The largest InfuSystem Holdings seller in Q4 2016 was RBF Capital, an estimated $1.27M sold.

Based on aggregated 13F filings for Q4 2016.