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IVC

Invacare Corporation

Delisted

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

126 hedge funds and large institutions have $497M invested in Invacare Corporation in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

20,300% more call options, than puts

Call options by funds: $204K | Put options by funds: $1K

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

21% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 38

19% more capital invested

Capital invested by funds: $417M → $497M (+$80.1M)

5% more funds holding

Funds holding: 120126 (+6)

Holders
126
Holders Change
+6
Holders Change %
+5%
% of All Funds
3.31%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
11
Increased
46
Reduced
38
Closed
3
Calls
$204K
Puts
$1K
Net Calls
+$203K
Net Calls Change
-$190K
Name Holding Trade Value Shares
Change
Change in
Stake
HA
1
Heartland Advisors
Wisconsin
$61.2M +$3.9M +216,310 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$39.4M +$1.1M +60,897 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$38.8M -$1.39M -77,245 -3%
Franklin Resources
4
Franklin Resources
California
$37.1M +$8.82M +488,700 +30%
BFA
5
BlackRock Fund Advisors
California
$36.3M +$2.5M +138,529 +7%
RCM
6
Rutabaga Capital Management
Massachusetts
$23.5M -$137K -7,600 -0.6%
RA
7
Royce & Associates
New York
$23.3M -$110K -6,076 -0.5%
BA
8
BlackRock Advisors
Delaware
$21.6M +$811K +44,925 +4%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$21.3M +$454K +25,173 +2%
BIT
10
BlackRock Institutional Trust
California
$14M +$190K +10,513 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$13.8M -$756K -41,861 -5%
State Street
12
State Street
Massachusetts
$11.1M +$99.4K +5,510 +0.9%
Northern Trust
13
Northern Trust
Illinois
$9.88M -$210K -11,608 -2%
Deutsche Bank
14
Deutsche Bank
Germany
$9M +$176K +9,773 +2%
KAM
15
Krensavage Asset Management
New York
$7.36M +$377K +20,898 +5%
RFC
16
Russell Frank Company
Washington
$7.36M -$839K -46,486 -10%
NAM
17
Netols Asset Management
Wisconsin
$7.28M -$846K -46,891 -10%
Ameriprise
18
Ameriprise
Minnesota
$6.11M -$825K -45,707 -12%
IMIM
19
Irving Magee Investment Management
Pennsylvania
$5.2M
AIS
20
AlphaOne Investment Services
Pennsylvania
$5.1M -$242K -13,392 -4%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$4.57M -$25.3K -1,400 -0.5%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$4.56M -$268K -14,837 -5%
BG
23
BlackRock Group
United Kingdom
$4.19M +$445K +24,644 +11%
TA
24
Teton Advisors
New York
$3.86M
BIM
25
BlackRock Investment Management
Delaware
$3.81M +$158K +8,728 +4%

IVC Hedge Fund Activity: Q4 2015 in Review

126 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q4 2015, worth a combined $497M — up 19% from $417M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IVC positions and 3 closed out — a net gain of 8 holders — while 46 added to existing stakes and 38 trimmed.

The largest buyer was Franklin Resources, adding an estimated $8.82M. The largest seller was Millennium Management, cutting an estimated $13.2M.

  • 126 institutional investors held Invacare Corporation (IVC) as of Q4 2015, up from 120 in Q3 2015.
  • Funds reported $497M of Invacare Corporation stock for Q4 2015, up 19% quarter-over-quarter.
  • 11 funds opened new Invacare Corporation positions in Q4 2015 and 3 closed out, a net change of +8 holders.
  • The largest Invacare Corporation buyer in Q4 2015 was Franklin Resources, an estimated $8.82M added.
  • The largest Invacare Corporation seller in Q4 2015 was Millennium Management, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2015.