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IVC

Invacare Corporation

Delisted

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

147 hedge funds and large institutions have $633M invested in Invacare Corporation in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 46

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

2% less funds holding

Funds holding: 150147 (-3)

24% less capital invested

Capital invested by funds: $831M → $633M (-$198M)

38% less call options, than puts

Call options by funds: $1.17M | Put options by funds: $1.89M

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
147
Holders Change
-3
Holders Change %
-2%
% of All Funds
3.36%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
17
Increased
52
Reduced
46
Closed
18
Calls
$1.17M
Puts
$1.89M
Net Calls
-$725K
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
USAA
26
United Services Automobile Association
Texas
$6.07M -$346K -20,886 -5%
Charles Schwab
27
Charles Schwab
California
$5.73M -$21.1K -1,272 -0.3%
Ameriprise
28
Ameriprise
Minnesota
$5.61M +$1.31M +79,314 +26%
MPAM
29
Monarch Partners Asset Management
Massachusetts
$5.6M +$513K +30,970 +9%
UBS Group
30
UBS Group
Switzerland
$5.24M -$16.5K -996 -0.3%
Franklin Resources
31
Franklin Resources
California
$4.95M
Morgan Stanley
32
Morgan Stanley
New York
$4.86M +$1.68M +101,118 +43%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$4.83M +$498K +30,063 +10%
AIS
34
AlphaOne Investment Services
Pennsylvania
$4.38M -$2.15M -129,782 -30%
Principal Financial Group
35
Principal Financial Group
Iowa
$4.28M +$173K +10,451 +4%
Citadel Advisors
36
Citadel Advisors
Florida
$3.8M +$579K +34,924 +15%
ARM
37
Adirondack Research & Management
New York
$3.67M +$414K +25,000 +11%
CAM
38
Cortina Asset Management
Wisconsin
$3.47M +$608K +36,686 +18%
JG
39
Jefferies Group
New York
$3M -$16.6K -1,002 -0.5%
PA
40
Perceptive Advisors
New York
$2.91M
Deutsche Bank
41
Deutsche Bank
Germany
$2.9M -$89.2K -5,382 -3%
VCM
42
Venator Capital Management
Ontario, Canada
$2.53M +$259K +15,625 +10%
SIM
43
Spark Investment Management
New York
$2.19M +$481K +29,000 +24%
HP
44
Harvey Partners
New York
$2M +$32.9K +1,984 +1%
PPA
45
Parametric Portfolio Associates
Washington
$1.87M -$33K -1,990 -2%
JIC
46
Johnson Investment Counsel
Ohio
$1.86M
NC
47
Northpointe Capital
Michigan
$1.84M -$9.38M -565,868 -82%
EP
48
Eversept Partners
New York
$1.58M +$149K +9,000 +9%
PVI
49
Pura Vida Investments
New York
$1.46M -$377K -22,735 -19%
AA
50
Ancora Advisors
Ohio
$1.32M +$5.42K +327 +0.4%

IVC Hedge Fund Activity: Q3 2018 in Review

147 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q3 2018, worth a combined $633M — down 24% from $831M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IVC and 17 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 52 added.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $14.9M. The largest seller was Millennium Management, cutting an estimated $13.5M.

  • 147 institutional investors held Invacare Corporation (IVC) as of Q3 2018, down from 150 in Q2 2018.
  • Funds reported $633M of Invacare Corporation stock for Q3 2018, down 24% quarter-over-quarter.
  • 17 funds opened new Invacare Corporation positions in Q3 2018 and 18 closed out, a net change of -1 holder.
  • The largest Invacare Corporation buyer in Q3 2018 was Schroder Investment Management Group, an estimated $14.9M added.
  • The largest Invacare Corporation seller in Q3 2018 was Millennium Management, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2018.