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IVC

Invacare Corporation

Delisted

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

150 hedge funds and large institutions have $742M invested in Invacare Corporation in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

22% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 45

15% more funds holding

Funds holding: 131150 (+19)

8% more capital invested

Capital invested by funds: $688M → $742M (+$53.3M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

86% less call options, than puts

Call options by funds: $693K | Put options by funds: $5.07M

Holders
150
Holders Change
+19
Holders Change %
+14.5%
% of All Funds
3.4%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
27
Increased
55
Reduced
45
Closed
7
Calls
$693K
Puts
$5.07M
Net Calls
-$4.37M
Net Calls Change
+$2.27M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
26
Tocqueville Asset Management
New York
$6.93M -$929K -57,100 -12%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$6.72M +$484K +29,715 +8%
Charles Schwab
28
Charles Schwab
California
$6.52M +$224K +13,735 +4%
ARM
29
Adirondack Research & Management
New York
$6.33M -$3.98M -244,678 -39%
Deutsche Bank
30
Deutsche Bank
Germany
$5.94M -$13.6M -833,356 -70%
Millennium Management
31
Millennium Management
New York
$5.86M +$3.06M +188,331 +118%
Franklin Resources
32
Franklin Resources
California
$5.73M
WG
33
Winton Group
United Kingdom
$5.6M +$5.41M +332,487 New
Renaissance Technologies
34
Renaissance Technologies
New York
$5.21M +$662K +40,700 +15%
PVI
35
Pura Vida Investments
New York
$4.67M -$3.62M -222,726 -45%
Geode Capital Management
36
Geode Capital Management
Massachusetts
$4.48M +$54.4K +3,345 +1%
Principal Financial Group
37
Principal Financial Group
Iowa
$4.46M +$101K +6,202 +2%
Morgan Stanley
38
Morgan Stanley
New York
$4.27M +$681K +41,871 +20%
HA
39
Heartland Advisors
Wisconsin
$3.82M -$1.23M -75,655 -25%
BIP
40
Brandes Investment Partners
California
$3.8M -$17.1M -1,051,107 -82%
MPAM
41
Monarch Partners Asset Management
Massachusetts
$3.75M +$457K +28,090 +14%
CRA
42
Circle Road Advisors
New York
$3.72M +$3.59M +220,866 New
PP
43
Prospector Partners
Connecticut
$3.37M -$68.3K -4,200 -2%
PA
44
Perceptive Advisors
New York
$3.37M
UBS Group
45
UBS Group
Switzerland
$3.19M +$512K +31,492 +20%
Ameriprise
46
Ameriprise
Minnesota
$2.8M -$49.2K -3,025 -2%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$2.62M +$74.3K +4,563 +3%
VCM
48
Venator Capital Management
Ontario, Canada
$2.5M +$130K +7,976 +6%
PPA
49
Parametric Portfolio Associates
Washington
$2.49M +$35.2K +2,161 +1%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$2.42M -$180K -11,044 -7%

IVC Hedge Fund Activity: Q4 2017 in Review

150 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q4 2017, worth a combined $742M — up 7.7% from $688M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IVC positions and 7 closed out — a net gain of 20 holders — while 55 added to existing stakes and 45 trimmed.

The largest buyer was Waddell & Reed Financial, opening a new position worth an estimated $29.7M. The largest seller was Brandes Investment Partners, cutting an estimated $17.1M.

  • 150 institutional investors held Invacare Corporation (IVC) as of Q4 2017, up from 131 in Q3 2017.
  • Funds reported $742M of Invacare Corporation stock for Q4 2017, up 7.7% quarter-over-quarter.
  • 27 funds opened new Invacare Corporation positions in Q4 2017 and 7 closed out, a net change of +20 holders.
  • The largest Invacare Corporation buyer in Q4 2017 was Waddell & Reed Financial, an estimated $29.7M added.
  • The largest Invacare Corporation seller in Q4 2017 was Brandes Investment Partners, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2017.