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IVC

Invacare Corporation

Delisted

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

140 hedge funds and large institutions have $251M invested in Invacare Corporation in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $399K | Put options by funds: $193K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 53

4% less funds holding

Funds holding: 146140 (-6)

15% less capital invested

Capital invested by funds: $295M → $251M (-$44.1M)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
140
Holders Change
-6
Holders Change %
-4.11%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
48
Reduced
53
Closed
17
Calls
$399K
Puts
$193K
Net Calls
+$206K
Net Calls Change
-$695K
Name Holding Trade Value Shares
Change
Change in
Stake
NRC
26
North Run Capital
Massachusetts
$2.36M +$1.12M +167,287 +83%
AQR Capital Management
27
AQR Capital Management
Connecticut
$2.1M -$157K -23,408 -7%
SI
28
Stephens Inc
Arkansas
$1.94M +$170K +25,457 +9%
Goldman Sachs
29
Goldman Sachs
New York
$1.9M -$575K -85,876 -22%
Principal Financial Group
30
Principal Financial Group
Iowa
$1.78M +$86.6K +12,945 +5%
Franklin Resources
31
Franklin Resources
California
$1.72M +$246K +36,751 +18%
Citadel Advisors
32
Citadel Advisors
Florida
$1.56M +$740K +110,631 +82%
Fuller & Thaler Asset Management
33
Fuller & Thaler Asset Management
California
$1.5M -$40.9K -6,120 -3%
KTA
34
Keeley-Teton Advisors
Illinois
$1.46M -$365K -54,522 -19%
Ameriprise
35
Ameriprise
Minnesota
$1.39M -$54.8K -8,196 -4%
EIM
36
Essex Investment Management
Massachusetts
$1.28M -$6.68K -999 -0.5%
RC
37
RBF Capital
California
$1.2M
Victory Capital Management
38
Victory Capital Management
Texas
$1.18M -$1.42M -212,228 -53%
WG
39
Winton Group
United Kingdom
$1.18M +$891K +133,191 +260%
PPA
40
Parametric Portfolio Associates
Washington
$1.17M -$188K -28,085 -13%
Deutsche Bank
41
Deutsche Bank
Germany
$1.16M +$349K +52,152 +40%
WCM
42
Wedge Capital Management
North Carolina
$1.07M +$1.13M +168,464 New
ECM
43
ExodusPoint Capital Management
New York
$1.03M +$780K +116,532 +261%
Morgan Stanley
44
Morgan Stanley
New York
$1.01M +$229K +34,245 +27%
Boston Partners
45
Boston Partners
Massachusetts
$1M -$307K -45,813 -23%
N
46
Nuveen
North Carolina
$887K -$1.91M -286,134 -67%
JIC
47
Johnson Investment Counsel
Ohio
$816K
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$811K +$348K +52,022 +69%
PC
49
Plaisance Capital
Colorado
$798K -$80.3K -12,000 -9%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$714K -$60.7K -9,067 -7%

IVC Hedge Fund Activity: Q2 2020 in Review

140 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q2 2020, worth a combined $251M — down 15% from $295M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IVC and 13 opened new positions — a net loss of 4 holders — while 53 trimmed existing stakes and 48 added.

The largest buyer was Punch & Associates Investment Management, adding an estimated $4.12M. The largest seller was Millennium Management, cutting an estimated $2.62M.

  • 140 institutional investors held Invacare Corporation (IVC) as of Q2 2020, down from 146 in Q1 2020.
  • Funds reported $251M of Invacare Corporation stock for Q2 2020, down 15% quarter-over-quarter.
  • 13 funds opened new Invacare Corporation positions in Q2 2020 and 17 closed out, a net change of -4 holders.
  • The largest Invacare Corporation buyer in Q2 2020 was Punch & Associates Investment Management, an estimated $4.12M added.
  • The largest Invacare Corporation seller in Q2 2020 was Millennium Management, an estimated $2.62M sold.

Based on aggregated 13F filings for Q2 2020.