Invacare Corporation
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.
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: 150 → 147 (-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: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$14.9M |
| 2 |
State Street
Boston,
Massachusetts
|
+$5M |
| 3 |
ECP
Elk Creek Partners
Denver,
Colorado
|
+$4.67M |
| 4 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
+$3.94M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$3.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$13.5M |
| 2 |
DCM
Daruma Capital Management
New York
|
-$13M |
| 3 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$9.38M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$8.19M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$7.44M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WPC
151
White Pine Capital
Bloomington,
Minnesota
| – | -$221K | -11,900 | Closed |
|
|
PIA
152
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$144K | -7,723 | Closed |
|
153
Envestnet Asset Management
Chicago,
Illinois
| – | -$58K | -3,114 | Closed |
|
|
NIT
154
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| – | -$25K | -1,300 | Closed |
|
|
PCM
155
Prelude Capital Management
New York
| – | -$21K | -1,134 | Closed |
|
|
TRCT
156
Tower Research Capital (TRC)
New York
| – | -$13K | -700 | Closed |
|
157
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$11K | -594 | Closed |
|
|
PHK
158
Point72 Hong Kong
Hong Kong
| – | -$9K | -487 | Closed |
|
159
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$6K | -300 | Closed |
|
160
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$2K | -130 | Closed |
|
161
Fidelity Investments
Boston,
Massachusetts
| – | +$17 | +1 | New |
|
|
CAG
162
Csenge Advisory Group
Clearwater,
Florida
| – | +$149 | +9 | New |
|
|
JA
163
JOYN Advisors
Atlanta,
Georgia
| – | +$315 | +19 | +136% |
|
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.