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IVC

Invacare Corporation

Delisted

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

127 hedge funds and large institutions have $554M invested in Invacare Corporation in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $126K | Put options by funds: $70K

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding

Funds holding: 127127 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 42

39% less capital invested

Capital invested by funds: $914M → $554M (-$360M)

Holders
127
Holders Change
Holders Change %
0%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
40
Reduced
42
Closed
18
Calls
$126K
Puts
$70K
Net Calls
+$56K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HA
1
Heartland Advisors
Wisconsin
$79.7M -$3.96M -228,701 -5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$42.9M +$49.8K +2,878 +0.1%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$42.5M +$432K +24,932 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$40.4M +$2.16M +124,649 +6%
BFA
5
BlackRock Fund Advisors
California
$37.9M +$1.15M +66,543 +4%
RCM
6
Rutabaga Capital Management
Massachusetts
$30.8M -$64.9K -3,750 -0.2%
RA
7
Royce & Associates
New York
$26.1M -$3.33M -192,400 -13%
BA
8
BlackRock Advisors
Delaware
$17.2M -$524K -30,283 -3%
Deutsche Bank
9
Deutsche Bank
Germany
$16.6M -$127K -7,340 -0.8%
BIT
10
BlackRock Institutional Trust
California
$16.5M +$45.9K +2,650 +0.3%
Millennium Management
11
Millennium Management
New York
$16.4M +$2.68M +154,920 +22%
Northern Trust
12
Northern Trust
Illinois
$13.3M +$27.6K +1,594 +0.2%
State Street
13
State Street
Massachusetts
$12.1M +$211K +12,172 +2%
Ameriprise
14
Ameriprise
Minnesota
$12.1M -$4.03M -232,615 -27%
NAM
15
Netols Asset Management
Wisconsin
$9.14M -$232K -13,382 -3%
PP
16
Prospector Partners
Connecticut
$7.73M
RFC
17
Russell Frank Company
Washington
$7.25M -$442K -25,519 -6%
KAM
18
Krensavage Asset Management
New York
$6.5M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$5.88M +$108K +6,254 +2%
TA
20
Teton Advisors
New York
$4.31M
AIS
21
AlphaOne Investment Services
Pennsylvania
$4.25M +$3.79M +218,950 New
Charles Schwab
22
Charles Schwab
California
$4.2M +$465K +26,849 +14%
ARM
23
Adirondack Research & Management
New York
$4.18M +$296K +17,099 +9%
Norges Bank
24
Norges Bank
Norway
$4.12M -$162K -9,348 -4%
Franklin Resources
25
Franklin Resources
California
$3.98M +$3.55M +205,000 New

IVC Hedge Fund Activity: Q1 2015 in Review

127 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q1 2015, worth a combined $554M — down 39% from $914M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IVC positions and 18 closed out — a net gain of 1 holder — while 40 added to existing stakes and 42 trimmed.

The largest buyer was AlphaOne Investment Services, opening a new position worth an estimated $3.79M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $429M sold.

  • 127 institutional investors held Invacare Corporation (IVC) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $554M of Invacare Corporation stock for Q1 2015, down 39% quarter-over-quarter.
  • 19 funds opened new Invacare Corporation positions in Q1 2015 and 18 closed out, a net change of +1 holder.
  • The largest Invacare Corporation buyer in Q1 2015 was AlphaOne Investment Services, an estimated $3.79M added.
  • The largest Invacare Corporation seller in Q1 2015 was Americafirst Capital Management, an estimated $429M sold.

Based on aggregated 13F filings for Q1 2015.