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IVC

Invacare Corporation

Delisted

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

126 hedge funds and large institutions have $473M invested in Invacare Corporation in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $396M → $473M (+$77.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

1% less funds holding

Funds holding: 127126 (-1)

24% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 46

Holders
126
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
35
Reduced
46
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HA
1
Heartland Advisors
Wisconsin
$78.1M -$1.71M -107,463 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$39.9M +$572K +36,010 +2%
BFA
3
BlackRock Fund Advisors
California
$31.3M +$2.27M +143,207 +9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$29.9M +$948K +59,667 +4%
RA
5
Royce & Associates
New York
$23M +$678K +42,700 +3%
BIT
6
BlackRock Institutional Trust
California
$19M -$2.59M -163,233 -13%
Ameriprise
7
Ameriprise
Minnesota
$16.7M -$569K -35,827 -4%
BA
8
BlackRock Advisors
Delaware
$16M -$72.9K -4,590 -0.5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$15.5M
AC
10
Amici Capital
New York
$13.3M +$2.97M +186,778 +32%
State Street
11
State Street
Massachusetts
$10.6M -$723K -45,525 -7%
GIM
12
Granahan Investment Management
Massachusetts
$9.2M -$390K -24,550 -4%
NAM
13
Netols Asset Management
Wisconsin
$8.47M +$7.79M +490,715 New
Northern Trust
14
Northern Trust
Illinois
$8.17M -$231K -14,557 -3%
Invesco
15
Invesco
Georgia
$7.67M +$338K +21,306 +5%
RFC
16
Russell Frank Company
Washington
$6.05M +$1.93M +121,411 +53%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.87M +$550K +34,606 +11%
Boston Partners
18
Boston Partners
Massachusetts
$5.86M -$54K -3,400 -1%
LSV Asset Management
19
LSV Asset Management
Illinois
$5.78M -$408K -25,700 -7%
Renaissance Technologies
20
Renaissance Technologies
New York
$5.38M -$2.7M -170,300 -35%
AQR Capital Management
21
AQR Capital Management
Connecticut
$4.84M -$879K -55,347 -16%
Prudential Financial
22
Prudential Financial
New Jersey
$4.67M +$618K +38,894 +17%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$4.51M -$227K -14,274 -5%
PP
24
Prospector Partners
Connecticut
$4.5M +$4.14M +260,527 New
JP Morgan Chase
25
JP Morgan Chase
New York
$3.97M +$839K +52,827 +30%

IVC Hedge Fund Activity: Q3 2013 in Review

126 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q3 2013, worth a combined $473M — up 20% from $396M a quarter earlier.

Fund positioning in IVC was balanced in Q3 2013: 17 funds opened new positions, 17 closed out, 35 added to existing stakes and 46 trimmed.

The largest buyer was Netols Asset Management, opening a new position worth an estimated $7.79M. The largest seller was Morgan Stanley, cutting an estimated $4.22M.

  • 126 institutional investors held Invacare Corporation (IVC) as of Q3 2013, down from 127 in Q2 2013.
  • Funds reported $473M of Invacare Corporation stock for Q3 2013, up 20% quarter-over-quarter.
  • 17 funds opened new Invacare Corporation positions in Q3 2013 and 17 closed out, a net change of 0 holders.
  • The largest Invacare Corporation buyer in Q3 2013 was Netols Asset Management, an estimated $7.79M added.
  • The largest Invacare Corporation seller in Q3 2013 was Morgan Stanley, an estimated $4.22M sold.

Based on aggregated 13F filings for Q3 2013.