We are live on ! Find out more
IVC

Invacare Corporation

Delisted

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

142 hedge funds and large institutions have $416M invested in Invacare Corporation in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 39 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,261% more call options, than puts

Call options by funds: $3.5M | Put options by funds: $257K

54% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 39

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $428M → $416M (-$12.9M)

4% less funds holding

Funds holding: 148142 (-6)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

Holders
142
Holders Change
-6
Holders Change %
-4.05%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
60
Reduced
39
Closed
22
Calls
$3.5M
Puts
$257K
Net Calls
+$3.24M
Net Calls Change
+$519K
Name Holding Trade Value Shares
Change
Change in
Stake
HA
1
Heartland Advisors
Wisconsin
$38.7M -$4.89M -414,530 -11%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$30M +$184K +15,633 +0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$29.5M +$1.06M +89,667 +4%
BFA
4
BlackRock Fund Advisors
California
$28M +$1.97M +167,033 +8%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$16.9M -$163K -13,800 -1%
DCM
6
Daruma Capital Management
New York
$15.6M +$15.2M +1,286,495 New
Millennium Management
7
Millennium Management
New York
$15.2M +$6.69M +567,946 +83%
Franklin Resources
8
Franklin Resources
California
$14.7M -$15.1M -1,280,500 -51%
BA
9
BlackRock Advisors
Delaware
$13.4M -$682K -57,817 -5%
BIP
10
Brandes Investment Partners
California
$11.5M +$9.9M +839,722 +754%
KAM
11
Krensavage Asset Management
New York
$10.9M +$3.42M +289,955 +47%
RA
12
Royce & Associates
New York
$10.6M -$563K -47,800 -5%
BIT
13
BlackRock Institutional Trust
California
$9.84M -$131K -11,083 -1%
JP Morgan Chase
14
JP Morgan Chase
New York
$9.24M +$6.59M +559,308 +276%
Deutsche Bank
15
Deutsche Bank
Germany
$8.4M +$769K +65,254 +10%
State Street
16
State Street
Massachusetts
$8.16M +$285K +24,218 +4%
EA
17
Emerald Acquisition
Washington
$6.8M +$6.6M +560,155 New
NAM
18
Netols Asset Management
Wisconsin
$6.13M +$229K +19,408 +4%
Boston Partners
19
Boston Partners
Massachusetts
$5.83M +$2.51M +212,629 +79%
Northern Trust
20
Northern Trust
Illinois
$5.63M -$1.61M -136,505 -23%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$5.13M -$618K -52,454 -11%
ARM
22
Adirondack Research & Management
New York
$4.62M +$1.23M +104,082 +38%
AIS
23
AlphaOne Investment Services
Pennsylvania
$4.14M +$640K +54,253 +19%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$3.96M -$5.72M -485,063 -60%
Renaissance Technologies
25
Renaissance Technologies
New York
$3.91M -$255K -21,600 -6%

IVC Hedge Fund Activity: Q2 2016 in Review

142 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q2 2016, worth a combined $416M — down 3% from $428M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IVC and 17 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 60 added.

The largest buyer was Daruma Capital Management, opening a new position worth an estimated $15.2M. The largest seller was Franklin Resources, cutting an estimated $15.1M.

  • 142 institutional investors held Invacare Corporation (IVC) as of Q2 2016, down from 148 in Q1 2016.
  • Funds reported $416M of Invacare Corporation stock for Q2 2016, down 3% quarter-over-quarter.
  • 17 funds opened new Invacare Corporation positions in Q2 2016 and 22 closed out, a net change of -5 holders.
  • The largest Invacare Corporation buyer in Q2 2016 was Daruma Capital Management, an estimated $15.2M added.
  • The largest Invacare Corporation seller in Q2 2016 was Franklin Resources, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2016.