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IVC

Invacare Corporation

Delisted

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

150 hedge funds and large institutions have $742M invested in Invacare Corporation in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

22% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 45

15% more funds holding

Funds holding: 131150 (+19)

8% more capital invested

Capital invested by funds: $688M → $742M (+$53.3M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

86% less call options, than puts

Call options by funds: $693K | Put options by funds: $5.07M

Holders
150
Holders Change
+19
Holders Change %
+14.5%
% of All Funds
3.4%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
27
Increased
55
Reduced
45
Closed
7
Calls
$693K
Puts
$5.07M
Net Calls
-$4.37M
Net Calls Change
+$2.27M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$75.2M -$11.4M -703,457 -14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$53.6M +$1.84M +113,085 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$45.2M +$1.6M +98,222 +4%
DCM
4
Daruma Capital Management
New York
$43.2M -$164K -10,108 -0.4%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$39.8M -$388K -23,870 -1%
JP Morgan Chase
6
JP Morgan Chase
New York
$35.7M +$8.71M +535,088 +34%
WRF
7
Waddell & Reed Financial
Kansas
$30.8M +$29.7M +1,825,227 New
Invesco
8
Invesco
Georgia
$29.4M -$214K -13,174 -0.8%
RA
9
Royce & Associates
New York
$26.5M +$2.61M +160,564 +11%
Goldman Sachs
10
Goldman Sachs
New York
$20.7M -$2.02M -124,429 -9%
Adage Capital Partners
11
Adage Capital Partners
Massachusetts
$19.7M +$6M +368,641 +46%
KAM
12
Krensavage Asset Management
New York
$18.7M -$273K -16,758 -1%
State Street
13
State Street
Massachusetts
$16.4M +$1.02M +62,720 +7%
ECP
14
Elk Creek Partners
Colorado
$15.3M +$627K +38,544 +4%
NC
15
Northpointe Capital
Michigan
$15.2M -$4.09M -251,249 -22%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$14.7M +$8.15M +500,603 +135%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$14.6M +$1.31M +80,390 +10%
GIM
18
Granahan Investment Management
Massachusetts
$10.8M +$2.16M +132,977 +26%
Wells Fargo
19
Wells Fargo
California
$8.11M +$299K +18,386 +4%
AIS
20
AlphaOne Investment Services
Pennsylvania
$7.76M +$57.5K +3,532 +0.8%
Northern Trust
21
Northern Trust
Illinois
$7.51M +$329K +20,212 +5%
KTA
22
Keeley-Teton Advisors
Illinois
$7.39M -$63.3K -3,890 -0.9%
USAA
23
United Services Automobile Association
Texas
$7.26M +$1.21M +74,272 +21%
MWNA
24
Marshall Wace North America
New York
$7.07M +$467K +28,728 +7%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$7.04M -$101K -6,235 -1%

IVC Hedge Fund Activity: Q4 2017 in Review

150 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q4 2017, worth a combined $742M — up 7.7% from $688M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IVC positions and 7 closed out — a net gain of 20 holders — while 55 added to existing stakes and 45 trimmed.

The largest buyer was Waddell & Reed Financial, opening a new position worth an estimated $29.7M. The largest seller was Brandes Investment Partners, cutting an estimated $17.1M.

  • 150 institutional investors held Invacare Corporation (IVC) as of Q4 2017, up from 131 in Q3 2017.
  • Funds reported $742M of Invacare Corporation stock for Q4 2017, up 7.7% quarter-over-quarter.
  • 27 funds opened new Invacare Corporation positions in Q4 2017 and 7 closed out, a net change of +20 holders.
  • The largest Invacare Corporation buyer in Q4 2017 was Waddell & Reed Financial, an estimated $29.7M added.
  • The largest Invacare Corporation seller in Q4 2017 was Brandes Investment Partners, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2017.