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IVC

Invacare Corporation

Delisted

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

131 hedge funds and large institutions have $688M invested in Invacare Corporation in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 33

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

35% more capital invested

Capital invested by funds: $511M → $688M (+$177M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1% more funds holding

Funds holding: 130131 (+1)

91% less call options, than puts

Call options by funds: $654K | Put options by funds: $7.29M

Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
11
Increased
58
Reduced
33
Closed
8
Calls
$654K
Puts
$7.29M
Net Calls
-$6.64M
Net Calls Change
-$5.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$6.7M -$92.8K -6,499 -2%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$6.67M +$228K +15,995 +4%
MWNA
28
Marshall Wace North America
New York
$6.25M -$1.72M -120,659 -24%
Charles Schwab
29
Charles Schwab
California
$5.87M +$60.2K +4,218 +1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$5.85M +$5.26M +368,609 +12,884%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$5.82M +$668K +46,764 +14%
USAA
32
United Services Automobile Association
Texas
$5.62M +$1.07M +74,800 +27%
Franklin Resources
33
Franklin Resources
California
$5.36M
HA
34
Heartland Advisors
Wisconsin
$4.76M -$5.27M -369,440 -55%
SCM
35
Schneider Capital Management
Pennsylvania
$4.39M -$143K -10,000 -3%
Renaissance Technologies
36
Renaissance Technologies
New York
$4.23M +$1.97M +137,800 +106%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$4.13M +$85.2K +5,967 +2%
Principal Financial Group
38
Principal Financial Group
Iowa
$4.07M +$55.5K +3,888 +2%
PA
39
Perceptive Advisors
New York
$3.95M +$2.86M +200,000 New
GC
40
Guggenheim Capital
Illinois
$3.57M +$564K +39,492 +21%
Morgan Stanley
41
Morgan Stanley
New York
$3.34M +$2.63M +183,960 +661%
PP
42
Prospector Partners
Connecticut
$3.22M -$34.3K -2,400 -1%
MPAM
43
Monarch Partners Asset Management
Massachusetts
$3.06M +$2.5M +175,185 +917%
Ameriprise
44
Ameriprise
Minnesota
$2.67M +$34.4K +2,410 +1%
Millennium Management
45
Millennium Management
New York
$2.51M -$6.14M -429,901 -73%
NFA
46
Nationwide Fund Advisors
Ohio
$2.5M -$62.8K -4,400 -3%
Boston Partners
47
Boston Partners
Massachusetts
$2.49M -$2.02M -141,680 -47%
UBS Group
48
UBS Group
Switzerland
$2.48M +$2.21M +154,664 +5,381%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$2.44M +$16.8K +1,175 +0.8%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$2.36M -$3.09M -216,325 -59%

IVC Hedge Fund Activity: Q3 2017 in Review

131 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q3 2017, worth a combined $688M — up 35% from $511M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IVC positions and 8 closed out — a net gain of 3 holders — while 58 added to existing stakes and 33 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $29.5M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $7.76M.

  • 131 institutional investors held Invacare Corporation (IVC) as of Q3 2017, up from 130 in Q2 2017.
  • Funds reported $688M of Invacare Corporation stock for Q3 2017, up 35% quarter-over-quarter.
  • 11 funds opened new Invacare Corporation positions in Q3 2017 and 8 closed out, a net change of +3 holders.
  • The largest Invacare Corporation buyer in Q3 2017 was Barrow, Hanley, Mewhinney & Strauss, an estimated $29.5M added.
  • The largest Invacare Corporation seller in Q3 2017 was Hotchkis & Wiley Capital Management, an estimated $7.76M sold.

Based on aggregated 13F filings for Q3 2017.