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IVC

Invacare Corporation

Delisted

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

130 hedge funds and large institutions have $511M invested in Invacare Corporation in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

68% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 31

25% more capital invested

Capital invested by funds: $410M → $511M (+$101M)

11% more funds holding

Funds holding: 117130 (+13)

85% less call options, than puts

Call options by funds: $194K | Put options by funds: $1.32M

Holders
130
Holders Change
+13
Holders Change %
+11.11%
% of All Funds
3.24%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
22
Increased
52
Reduced
31
Closed
8
Calls
$194K
Puts
$1.32M
Net Calls
-$1.13M
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$68.1M -$7.9M -601,241 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$38.7M +$1.41M +107,359 +4%
DCM
3
Daruma Capital Management
New York
$37.3M -$1.24M -94,198 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$34M -$1.19M -90,921 -3%
JP Morgan Chase
5
JP Morgan Chase
New York
$24.9M +$9.53M +725,303 +63%
Invesco
6
Invesco
Georgia
$20.9M +$18.5M +1,408,126 +805%
BIP
7
Brandes Investment Partners
California
$20.2M -$6.39M -486,355 -24%
RA
8
Royce & Associates
New York
$17.9M +$1.88M +143,027 +12%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$17.6M -$99.7K -7,590 -0.6%
KAM
10
Krensavage Asset Management
New York
$14.8M -$389K -29,563 -3%
State Street
11
State Street
Massachusetts
$11.1M +$840K +63,917 +8%
GIM
12
Granahan Investment Management
Massachusetts
$10.7M +$7.22M +549,560 +208%
ECP
13
Elk Creek Partners
Colorado
$9.76M +$9.72M +739,405 New
Goldman Sachs
14
Goldman Sachs
New York
$9.55M +$7.28M +553,954 +326%
HA
15
Heartland Advisors
Wisconsin
$8.87M -$13.7M -1,045,694 -61%
ARM
16
Adirondack Research & Management
New York
$8.19M +$1.44M +109,787 +22%
Millennium Management
17
Millennium Management
New York
$7.78M +$6.83M +520,042 +749%
NC
18
Northpointe Capital
Michigan
$7.72M +$7.69M +585,126 New
PVI
19
Pura Vida Investments
New York
$6.67M -$263K -20,010 -4%
MWNA
20
Marshall Wace North America
New York
$6.65M +$5.87M +446,558 +688%
TAM
21
Tocqueville Asset Management
New York
$6.36M -$988K -75,150 -13%
AIS
22
AlphaOne Investment Services
Pennsylvania
$6M +$1.38M +104,919 +30%
Northern Trust
23
Northern Trust
Illinois
$5.71M +$99K +7,536 +2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$5.38M +$338K +25,698 +7%
Charles Schwab
25
Charles Schwab
California
$4.87M +$224K +17,025 +5%

IVC Hedge Fund Activity: Q2 2017 in Review

130 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q2 2017, worth a combined $511M — up 25% from $410M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IVC positions and 8 closed out — a net gain of 14 holders — while 52 added to existing stakes and 31 trimmed.

The largest buyer was Invesco, adding an estimated $18.5M. The largest seller was Heartland Advisors, cutting an estimated $13.7M.

  • 130 institutional investors held Invacare Corporation (IVC) as of Q2 2017, up from 117 in Q1 2017.
  • Funds reported $511M of Invacare Corporation stock for Q2 2017, up 25% quarter-over-quarter.
  • 22 funds opened new Invacare Corporation positions in Q2 2017 and 8 closed out, a net change of +14 holders.
  • The largest Invacare Corporation buyer in Q2 2017 was Invesco, an estimated $18.5M added.
  • The largest Invacare Corporation seller in Q2 2017 was Heartland Advisors, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2017.