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IVC

Invacare Corporation

Delisted

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

130 hedge funds and large institutions have $511M invested in Invacare Corporation in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

68% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 31

25% more capital invested

Capital invested by funds: $410M → $511M (+$101M)

11% more funds holding

Funds holding: 117130 (+13)

85% less call options, than puts

Call options by funds: $194K | Put options by funds: $1.32M

Holders
130
Holders Change
+13
Holders Change %
+11.11%
% of All Funds
3.24%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
22
Increased
52
Reduced
31
Closed
8
Calls
$194K
Puts
$1.32M
Net Calls
-$1.13M
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
101
Bartlett & Co
Ohio
$106K
MSA
102
Mason Street Advisors
Wisconsin
$104K +$6.48K +493 +7%
PCM
103
Prelude Capital Management
New York
$100K -$170K -12,911 -63%
MERSOM
104
Municipal Employees' Retirement System of Michigan
Michigan
$100K +$4.07K +310 +4%
TRSOTSOK
105
Teachers Retirement System of the State of Kentucky
Kentucky
$99K
Public Employees Retirement Association of Colorado
106
Public Employees Retirement Association of Colorado
Colorado
$97K
SOADOR
107
State of Alaska Department of Revenue
Alaska
$83K +$38K +2,889 +84%
EDRH
108
Edmond de Rothschild Holding
Switzerland
$66K +$65.7K +5,000 New
US Bancorp
109
US Bancorp
Minnesota
$64K +$61.2K +4,656 +2,069%
UBS Group
110
UBS Group
Switzerland
$38K +$19K +1,446 +101%
QT
111
Quantbot Technologies
New York
$38K +$38.1K +2,900 New
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$37K -$8.35K -635 -18%
AIP
113
Ameritas Investment Partners
Nebraska
$33K
GT
114
Glenmede Trust
Pennsylvania
$20K
LIA
115
LS Investment Advisors
Michigan
$17K
SWA
116
Sutton Wealth Advisors
Florida
$11.2K
DADC
117
D.A. Davidson & Co
Montana
$11K +$11.1K +846 New
PAM
118
Panagora Asset Management
Massachusetts
$11K +$11.1K +847 New
MPWT
119
MassMutual Private Wealth & Trust
Connecticut
$6.6K
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$6K
AG
121
Advisor Group
Arizona
$5K
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.95K +$4.93K +375 New
Creative Planning
123
Creative Planning
Kansas
$4K
LTFS
124
Ladenburg Thalmann Financial Services
Florida
$4K
VCM
125
Versant Capital Management
Arizona
$3K +$237 +18 +8%

IVC Hedge Fund Activity: Q2 2017 in Review

130 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q2 2017, worth a combined $511M — up 25% from $410M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IVC positions and 8 closed out — a net gain of 14 holders — while 52 added to existing stakes and 31 trimmed.

The largest buyer was Invesco, adding an estimated $18.5M. The largest seller was Heartland Advisors, cutting an estimated $13.7M.

  • 130 institutional investors held Invacare Corporation (IVC) as of Q2 2017, up from 117 in Q1 2017.
  • Funds reported $511M of Invacare Corporation stock for Q2 2017, up 25% quarter-over-quarter.
  • 22 funds opened new Invacare Corporation positions in Q2 2017 and 8 closed out, a net change of +14 holders.
  • The largest Invacare Corporation buyer in Q2 2017 was Invesco, an estimated $18.5M added.
  • The largest Invacare Corporation seller in Q2 2017 was Heartland Advisors, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2017.