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Identive

68 hedge funds and large institutions have $106M invested in Identive in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more call options, than puts

Call options by funds: $22K | Put options by funds: $4K

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

1% more funds holding

Funds holding: 6768 (+1)

0.69% more ownership

Funds ownership: 55.04%55.73% (+0.69%)

1% less capital invested

Capital invested by funds: $107M → $106M (-$1.12M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
10
Increased
25
Reduced
21
Closed
8
Calls
$22K
Puts
$4K
Net Calls
+$18K
Net Calls Change
+$243K
Name Holding Trade Value Shares
Change
Change in
Stake
BL
1
Bleichroeder LP
New York
$23.8M
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.78M +$58.6K +8,297 +0.7%
RA
3
Royce & Associates
New York
$9.69M +$1.33M +188,600 +19%
PCM
4
Portolan Capital Management
Massachusetts
$7.48M -$382K -54,122 -6%
NRCM
5
Northern Right Capital Management
Connecticut
$7.17M +$35.9K +5,092 +0.6%
HFA
6
Harbert Fund Advisors
Alabama
$6.47M
MCM
7
Marathon Capital Management
Maryland
$5.9M -$194K -27,427 -4%
RAM
8
Roumell Asset Management
Maryland
$3.51M +$670K +95,000 +29%
EIM
9
Essex Investment Management
Massachusetts
$3.21M -$190K -26,964 -6%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$3.02M +$439K +62,219 +20%
BlackRock
11
BlackRock
New York
$2.79M +$160K +22,719 +7%
KCM
12
Kennedy Capital Management
Missouri
$2.08M -$26.5K -3,761 -1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.83M +$21.6K +3,062 +1%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$1.68M -$93.7K -13,282 -6%
Morgan Stanley
15
Morgan Stanley
New York
$1.46M +$531K +75,273 +74%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.35M +$623K +88,220 +117%
LCM
17
Legato Capital Management
California
$1.29M
Assenagon Asset Management
18
Assenagon Asset Management
Luxembourg
$896K +$74.4K +10,543 +11%
PM
19
Penbrook Management
New York
$884K -$5.82K -825 -0.8%
Millennium Management
20
Millennium Management
New York
$757K -$534K -75,737 -45%
Citigroup
21
Citigroup
New York
$756K +$264K +37,373 +69%
State Street
22
State Street
Massachusetts
$703K +$45.9K +6,500 +8%
Renaissance Technologies
23
Renaissance Technologies
New York
$691K -$378K -53,600 -39%
Bank of America
24
Bank of America
North Carolina
$635K +$443K +62,800 +440%
2C
25
272 Capital
Texas
$600K +$353K +50,000 +165%

INVE Hedge Fund Activity: Q4 2023 in Review

68 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Identive (INVE) for Q4 2023, worth a combined $106M — down 1% from $107M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new INVE positions and 8 closed out — a net gain of 2 holders — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Royce & Associates, adding an estimated $1.33M. The largest seller was Millennium Management, cutting an estimated $534K.

  • 68 institutional investors held Identive (INVE) as of Q4 2023, up from 67 in Q3 2023.
  • Funds reported $106M of Identive stock for Q4 2023, down 1% quarter-over-quarter.
  • 10 funds opened new Identive positions in Q4 2023 and 8 closed out, a net change of +2 holders.
  • The largest Identive buyer in Q4 2023 was Royce & Associates, an estimated $1.33M added.
  • The largest Identive seller in Q4 2023 was Millennium Management, an estimated $534K sold.

Based on aggregated 13F filings for Q4 2023.