InfuSystem Holdings
INFU
64 hedge funds and large institutions have $92.9M invested in InfuSystem Holdings in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
3.95% more ownership
Funds ownership: 53.19% → 57.13% (+3.9%)
3% more funds holding
Funds holding: 62 → 64 (+2)
10% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 21
3% less capital invested
Capital invested by funds: $95.4M → $92.9M (-$2.51M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
80% less call options, than puts
Call options by funds: $32K | Put options by funds: $158K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$1.8M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$999K |
| 3 |
CWA
CM Wealth Advisors
Beachwood,
Ohio
|
+$794K |
| 4 |
Millennium Management
New York
|
+$566K |
| 5 |
HFA
Harbert Fund Advisors
Birmingham,
Alabama
|
+$556K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RP
Riverwater Partners
Milwaukee,
Wisconsin
|
-$441K |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$437K |
| 3 |
E
Ergoteles
New York
|
-$324K |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$231K |
| 5 |
Man Group
London,
United Kingdom
|
-$223K |
INFU Hedge Fund Activity: Q1 2023 in Review
64 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in InfuSystem Holdings (INFU) for Q1 2023, worth a combined $92.9M — down 2.6% from $95.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new INFU positions and 5 closed out — a net gain of 2 holders — while 23 added to existing stakes and 21 trimmed.
The largest buyer was Heartland Advisors, adding an estimated $1.8M. The largest seller was Riverwater Partners, exiting entirely with an estimated $441K sold.
- 64 institutional investors held InfuSystem Holdings (INFU) as of Q1 2023, up from 62 in Q4 2022.
- Funds reported $92.9M of InfuSystem Holdings stock for Q1 2023, down 2.6% quarter-over-quarter.
- 7 funds opened new InfuSystem Holdings positions in Q1 2023 and 5 closed out, a net change of +2 holders.
- The largest InfuSystem Holdings buyer in Q1 2023 was Heartland Advisors, an estimated $1.8M added.
- The largest InfuSystem Holdings seller in Q1 2023 was Riverwater Partners, an estimated $441K sold.
Based on aggregated 13F filings for Q1 2023.