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IVC

Invacare Corporation

Delisted

IVC was delisted on the 31st of January, 2023.

122 hedge funds and large institutions have $334M invested in Invacare Corporation in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 132122 (-10)

26% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 50

35% less capital invested

Capital invested by funds: $518M → $334M (-$183M)

47% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 19

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $174K

Holders
122
Holders Change
-10
Holders Change %
-7.58%
% of All Funds
3.54%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
37
Reduced
50
Closed
19
Calls
Puts
$174K
Net Calls
-$174K
Net Calls Change
-$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$2.21M +$164K +10,775 +6%
GC
27
Guggenheim Capital
Illinois
$2.06M -$254K -16,656 -9%
Charles Schwab
28
Charles Schwab
California
$1.93M +$113K +7,418 +5%
ARM
29
Adirondack Research & Management
New York
$1.85M +$2.39M +156,660 New
Geode Capital Management
30
Geode Capital Management
Massachusetts
$1.77M +$16K +1,047 +0.7%
AQR Capital Management
31
AQR Capital Management
Connecticut
$1.73M -$1.19M -77,987 -35%
TCIM
32
TIAA CREF Investment Management
New York
$1.7M -$38.1K -2,499 -2%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$1.63M +$29K +1,900 +1%
BCM
34
Bridgeway Capital Management
Texas
$1.54M
Invesco
35
Invesco
Georgia
$1.47M -$32.9K -2,160 -2%
BIM
36
BlackRock Investment Management
Delaware
$1.46M +$17.4K +1,143 +0.9%
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$1.45M +$67.1K +4,401 +4%
Citadel Advisors
38
Citadel Advisors
Florida
$1.31M +$1.7M +111,324 New
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$934K -$2.39M -157,026 -67%
CAM
40
Cubic Asset Management
Massachusetts
$918K +$645K +42,325 +119%
AA
41
Ancora Advisors
Ohio
$907K -$122K -8,000 -9%
New York State Teachers Retirement System (NYSTRS)
42
New York State Teachers Retirement System (NYSTRS)
New York
$895K
JIC
43
Johnson Investment Counsel
Ohio
$858K
Morgan Stanley
44
Morgan Stanley
New York
$806K +$102K +6,672 +11%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$779K
BMCMI
46
Bryn Mawr Capital Management Inc
Pennsylvania
$758K +$635K +41,677 +185%
TC
47
TFS Capital
Pennsylvania
$754K -$225K -14,733 -19%
PAM
48
Panagora Asset Management
Massachusetts
$738K -$2.23M -146,003 -70%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$702K +$9.71K +637 +1%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$644K -$133K -8,700 -14%

IVC Hedge Fund Activity: Q3 2014 in Review

122 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q3 2014, worth a combined $334M — down 35% from $518M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IVC and 10 opened new positions — a net loss of 9 holders — while 50 trimmed existing stakes and 37 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $14.2M. The largest seller was Norges Bank, cutting an estimated $3.38M.

  • 122 institutional investors held Invacare Corporation (IVC) as of Q3 2014, down from 132 in Q2 2014.
  • Funds reported $334M of Invacare Corporation stock for Q3 2014, down 35% quarter-over-quarter.
  • 10 funds opened new Invacare Corporation positions in Q3 2014 and 19 closed out, a net change of -9 holders.
  • The largest Invacare Corporation buyer in Q3 2014 was Hotchkis & Wiley Capital Management, an estimated $14.2M added.
  • The largest Invacare Corporation seller in Q3 2014 was Norges Bank, an estimated $3.38M sold.

Based on aggregated 13F filings for Q3 2014.