Invacare Corporation
IVC was delisted on the 31st of January, 2023.
131 hedge funds and large institutions have $688M invested in Invacare Corporation in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 33 reducing their positions, and 8 closing their positions.
76% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 33
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
35% more capital invested
Capital invested by funds: $511M → $688M (+$177M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
1% more funds holding
Funds holding: 130 → 131 (+1)
91% less call options, than puts
Call options by funds: $654K | Put options by funds: $7.29M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$29.5M |
| 2 |
NTC
North Tide Capital
Boston,
Massachusetts
|
+$14.6M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$12.7M |
| 4 |
Goldman Sachs
New York
|
+$9M |
| 5 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
+$8.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$7.76M |
| 2 |
Millennium Management
New York
|
-$6.14M |
| 3 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$5.27M |
| 4 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$4.41M |
| 5 |
JP Morgan Chase
New York
|
-$4.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GT
126
Glenmede Trust
Philadelphia,
Pennsylvania
| $1K | -$22.2K | -1,557 | -93% |
|
|
TWA
127
TCI Wealth Advisors
Tucson,
Arizona
| $1K | – | – | – |
|
|
ECM
128
Element Capital Management
New York
| – | -$1.46M | -110,665 | Closed |
|
|
KI
129
Koch Industries
Wichita,
Kansas
| – | -$255K | -19,325 | Closed |
|
|
JFG
130
Jefferies Financial Group
New York
| – | -$161K | -12,204 | Closed |
|
|
PCM
131
Prelude Capital Management
New York
| – | -$100K | -7,600 | Closed |
|
|
PAM
132
Panagora Asset Management
Boston,
Massachusetts
| – | -$11K | -847 | Closed |
|
|
DADC
133
D.A. Davidson & Co
Great Falls,
Montana
| – | -$11K | -846 | Closed |
|
134
Creative Planning
Overland Park,
Kansas
| – | -$4K | -322 | Closed |
|
|
MAM
135
Meeder Asset Management
Dublin,
Ohio
| – | -$1K | -97 | Closed |
|
|
WAM
136
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | +$143 | +10 | New |
|
137
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$357 | +25 | New |
|
IVC Hedge Fund Activity: Q3 2017 in Review
131 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q3 2017, worth a combined $688M — up 35% from $511M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IVC positions and 8 closed out — a net gain of 3 holders — while 58 added to existing stakes and 33 trimmed.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $29.5M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $7.76M.
- 131 institutional investors held Invacare Corporation (IVC) as of Q3 2017, up from 130 in Q2 2017.
- Funds reported $688M of Invacare Corporation stock for Q3 2017, up 35% quarter-over-quarter.
- 11 funds opened new Invacare Corporation positions in Q3 2017 and 8 closed out, a net change of +3 holders.
- The largest Invacare Corporation buyer in Q3 2017 was Barrow, Hanley, Mewhinney & Strauss, an estimated $29.5M added.
- The largest Invacare Corporation seller in Q3 2017 was Hotchkis & Wiley Capital Management, an estimated $7.76M sold.
Based on aggregated 13F filings for Q3 2017.