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IVC

Invacare Corporation

Delisted

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

148 hedge funds and large institutions have $428M invested in Invacare Corporation in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more call options, than puts

Call options by funds: $3.53M | Put options by funds: $805K

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

162% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 26

17% more funds holding

Funds holding: 126148 (+22)

14% less capital invested

Capital invested by funds: $497M → $428M (-$68.3M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
148
Holders Change
+22
Holders Change %
+17.46%
% of All Funds
3.94%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
29
Increased
68
Reduced
26
Closed
7
Calls
$3.53M
Puts
$805K
Net Calls
+$2.72M
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
26
Boston Partners
Massachusetts
$3.53M +$3.8M +268,241 New
Prudential Financial
27
Prudential Financial
New Jersey
$3.22M +$1.25M +88,100 +56%
Two Sigma Investments
28
Two Sigma Investments
New York
$2.99M +$2.93M +206,717 +1,014%
Charles Schwab
29
Charles Schwab
California
$2.96M +$204K +14,399 +7%
PVI
30
Pura Vida Investments
New York
$2.96M +$3.19M +225,000 New
TA
31
Teton Advisors
New York
$2.92M
Principal Financial Group
32
Principal Financial Group
Iowa
$2.74M +$158K +11,136 +6%
Barrow, Hanley, Mewhinney & Strauss
33
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.73M +$2.94M +207,536 New
JP Morgan Chase
34
JP Morgan Chase
New York
$2.67M +$2.87M +202,405 New
QI
35
QS Investors
New York
$2.64M
TC
36
TFS Capital
Pennsylvania
$2.6M +$1.54M +108,481 +122%
BG
37
BlackRock Group
United Kingdom
$2.56M -$655K -46,194 -19%
BIM
38
BlackRock Investment Management
Delaware
$2.5M -$420K -29,638 -14%
Ameriprise
39
Ameriprise
Minnesota
$2.27M -$2.54M -179,303 -51%
BIM
40
Bogle Investment Management
Massachusetts
$2.04M +$2.2M +154,865 New
Invesco
41
Invesco
Georgia
$2M -$379K -26,699 -15%
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$2M +$1.92M +135,350 +816%
SIM
43
Spark Investment Management
New York
$1.98M +$1.81M +127,800 +573%
TCIM
44
TIAA CREF Investment Management
New York
$1.95M +$594K +41,904 +39%
PP
45
Prospector Partners
Connecticut
$1.92M -$62.4K -4,400 -3%
GC
46
Guggenheim Capital
Illinois
$1.89M +$49.3K +3,479 +2%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$1.87M +$269K +19,000 +15%
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$1.61M +$1.65M +116,037 +1,927%
PPA
49
Parametric Portfolio Associates
Washington
$1.59M -$112K -7,895 -6%
BIP
50
Brandes Investment Partners
California
$1.47M +$547K +38,602 +53%

IVC Hedge Fund Activity: Q1 2016 in Review

148 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q1 2016, worth a combined $428M — down 14% from $497M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IVC positions and 7 closed out — a net gain of 22 holders — while 68 added to existing stakes and 26 trimmed.

The largest buyer was Millennium Management, adding an estimated $7.83M. The largest seller was Royce & Associates, cutting an estimated $5.98M.

  • 148 institutional investors held Invacare Corporation (IVC) as of Q1 2016, up from 126 in Q4 2015.
  • Funds reported $428M of Invacare Corporation stock for Q1 2016, down 14% quarter-over-quarter.
  • 29 funds opened new Invacare Corporation positions in Q1 2016 and 7 closed out, a net change of +22 holders.
  • The largest Invacare Corporation buyer in Q1 2016 was Millennium Management, an estimated $7.83M added.
  • The largest Invacare Corporation seller in Q1 2016 was Royce & Associates, an estimated $5.98M sold.

Based on aggregated 13F filings for Q1 2016.