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IVC

Invacare Corporation
IVC

Delisted

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

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150 hedge funds and large institutions have $831M invested in Invacare Corporation in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $838K

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

9% more capital invested

Capital invested by funds: $760M → $831M (+$71.7M)

1% less funds holding

Funds holding: 151 → 150 (-1)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
150
Holders Change
-1
Holders Change %
-0.66%
% of All Funds
3.43%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
18
Increased
60
Reduced
43
Closed
19
Calls
$2.14M
Puts
$838K
Net Calls
+$1.3M
Net Calls Change
+$2.23M

Top Buyers

Rank Fund Capital Flow
1
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$12.6M
2
Goldman Sachs
Goldman Sachs
New York
+$8.31M
3
BlackRock
BlackRock
New York
+$6.46M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.28M
5
ECP
Elk Creek Partners
Colorado
+$5.26M

Top Sellers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$16.9M
2
WRF
Waddell & Reed Financial
Kansas
-$4.39M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$2.81M
4
PVI
Pura Vida Investments
New York
-$2.79M
5
HA
Heartland Advisors
Wisconsin
-$2.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
26
AlphaOne Investment Services
Pennsylvania
$8.02M -$155K -8,584 -2%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$7.74M -$47K -2,600 -0.6%
Point72 Asset Management
28
Point72 Asset Management
Connecticut
$7.44M -$550K -30,400 -7%
Charles Schwab
29
Charles Schwab
California
$7.35M +$411K +22,733 +6%
UBS Group
30
UBS Group
Switzerland
$6.71M +$96.5K +5,332 +1%
MPAM
31
Monarch Partners Asset Management
Massachusetts
$6.58M +$163K +9,035 +3%
Franklin Resources
32
Franklin Resources
California
$6.32M – – –
Renaissance Technologies
33
Renaissance Technologies
New York
$6.3M +$2.07M +114,500 +51%
Ameriprise
34
Ameriprise
Minnesota
$5.7M +$2.35M +129,674 +73%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$5.61M +$346K +19,117 +7%
Principal Financial Group
36
Principal Financial Group
Iowa
$5.28M +$200K +11,066 +4%
Morgan Stanley
37
Morgan Stanley
New York
$4.33M +$2.99M +165,565 +246%
Citadel Advisors
38
Citadel Advisors
Florida
$4.21M +$2.74M +151,548 +203%
ARM
39
Adirondack Research & Management
New York
$4.19M -$1.92M -105,887 -32%
JG
40
Jefferies Group
New York
$3.86M +$3.38M +186,614 +891%
Deutsche Bank
41
Deutsche Bank
Germany
$3.8M +$802K +44,350 +28%
CAM
42
Cortina Asset Management
Wisconsin
$3.75M +$3.65M +201,804 New
PA
43
Perceptive Advisors
New York
$3.72M – – –
VCM
44
Venator Capital Management
Ontario, Canada
$2.95M -$145K -7,999 -5%
HP
45
Harvey Partners
New York
$2.51M +$56.1K +3,100 +2%
CRA
46
Circle Road Advisors
New York
$2.43M -$1.63M -90,000 -41%
PPA
47
Parametric Portfolio Associates
Washington
$2.42M +$137K +7,595 +6%
JIC
48
Johnson Investment Counsel
Ohio
$2.38M -$109K -6,000 -4%
PVI
49
Pura Vida Investments
New York
$2.28M -$2.79M -154,061 -56%
SIM
50
Spark Investment Management
New York
$2.26M +$2.2M +121,500 New
1
2
3 4 5

IVC Hedge Fund Activity: Q2 2018 in Review

150 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q2 2018, worth a combined $831M — up 9.4% from $760M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IVC and 18 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 60 added.

The largest buyer was Dalton, Greiner, Hartman, Maher & Co, adding an estimated $12.6M. The largest seller was Adage Capital Partners, cutting an estimated $16.9M.

  • 150 institutional investors held Invacare Corporation (IVC) as of Q2 2018, down from 151 in Q1 2018.
  • Funds reported $831M of Invacare Corporation stock for Q2 2018, up 9.4% quarter-over-quarter.
  • 18 funds opened new Invacare Corporation positions in Q2 2018 and 19 closed out, a net change of -1 holder.
  • The largest Invacare Corporation buyer in Q2 2018 was Dalton, Greiner, Hartman, Maher & Co, an estimated $12.6M added.
  • The largest Invacare Corporation seller in Q2 2018 was Adage Capital Partners, an estimated $16.9M sold.

Based on aggregated 13F filings for Q2 2018.