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IVC

Invacare Corporation

Delisted

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

151 hedge funds and large institutions have $760M invested in Invacare Corporation in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

2% more capital invested

Capital invested by funds: $742M → $760M (+$17.8M)

1% more funds holding

Funds holding: 150151 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 53

70% less call options, than puts

Call options by funds: $392K | Put options by funds: $1.32M

Holders
151
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
3.46%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
15
Increased
52
Reduced
53
Closed
14
Calls
$392K
Puts
$1.32M
Net Calls
-$931K
Net Calls Change
+$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$80.2M +$2.53M +143,659 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$54.8M -$621K -35,219 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$48.2M +$1.57M +88,888 +3%
DCM
4
Daruma Capital Management
New York
$42.8M -$1.9M -107,647 -4%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$40.7M -$349K -19,793 -0.8%
WRF
6
Waddell & Reed Financial
Kansas
$37.1M +$5.41M +306,778 +17%
RA
7
Royce & Associates
New York
$27M -$393K -22,300 -1%
Millennium Management
8
Millennium Management
New York
$25.3M +$19.5M +1,107,858 +318%
ECP
9
Elk Creek Partners
Colorado
$24.2M +$8.48M +480,755 +53%
Invesco
10
Invesco
Georgia
$22M -$8.39M -475,786 -27%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$20.1M +$5M +283,846 +33%
JP Morgan Chase
12
JP Morgan Chase
New York
$20.1M -$17M -962,738 -45%
KAM
13
Krensavage Asset Management
New York
$19.4M +$121K +6,888 +0.6%
Goldman Sachs
14
Goldman Sachs
New York
$18.7M -$2.72M -154,410 -13%
Adage Capital Partners
15
Adage Capital Partners
Massachusetts
$17.4M -$2.97M -168,641 -14%
State Street
16
State Street
Massachusetts
$16.8M -$62.7K -3,554 -0.4%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$15.3M +$201K +11,386 +1%
NC
18
Northpointe Capital
Michigan
$14.4M -$1.26M -71,641 -8%
GIM
19
Granahan Investment Management
Massachusetts
$11.3M +$211K +11,943 +2%
KTA
20
Keeley-Teton Advisors
Illinois
$9.4M +$1.79M +101,282 +23%
Wells Fargo
21
Wells Fargo
California
$9.2M +$838K +47,560 +10%
MWNA
22
Marshall Wace North America
New York
$7.87M +$581K +32,962 +8%
Northern Trust
23
Northern Trust
Illinois
$7.84M +$80.7K +4,580 +1%
AIS
24
AlphaOne Investment Services
Pennsylvania
$7.65M -$366K -20,760 -5%
USAA
25
United Services Automobile Association
Texas
$7.6M +$96.4K +5,469 +1%

IVC Hedge Fund Activity: Q1 2018 in Review

151 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q1 2018, worth a combined $760M — up 2.4% from $742M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IVC positions and 14 closed out — a net gain of 1 holder — while 52 added to existing stakes and 53 trimmed.

The largest buyer was Millennium Management, adding an estimated $19.5M. The largest seller was JP Morgan Chase, cutting an estimated $17M.

  • 151 institutional investors held Invacare Corporation (IVC) as of Q1 2018, up from 150 in Q4 2017.
  • Funds reported $760M of Invacare Corporation stock for Q1 2018, up 2.4% quarter-over-quarter.
  • 15 funds opened new Invacare Corporation positions in Q1 2018 and 14 closed out, a net change of +1 holder.
  • The largest Invacare Corporation buyer in Q1 2018 was Millennium Management, an estimated $19.5M added.
  • The largest Invacare Corporation seller in Q1 2018 was JP Morgan Chase, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2018.