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IVC

Invacare Corporation

Delisted

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

150 hedge funds and large institutions have $831M invested in Invacare Corporation in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $838K

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

9% more capital invested

Capital invested by funds: $760M → $831M (+$71.7M)

1% less funds holding

Funds holding: 151150 (-1)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
150
Holders Change
-1
Holders Change %
-0.66%
% of All Funds
3.43%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
18
Increased
60
Reduced
43
Closed
19
Calls
$2.14M
Puts
$838K
Net Calls
+$1.3M
Net Calls Change
+$2.23M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$92.4M +$6.46M +356,975 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$58.7M +$133K +7,379 +0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$51.5M +$7.85K +434 +0%
DCM
4
Daruma Capital Management
New York
$44.2M -$1.54M -84,931 -3%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$40.6M -$2.81M -155,527 -7%
WRF
6
Waddell & Reed Financial
Kansas
$35.1M -$4.39M -242,600 -11%
ECP
7
Elk Creek Partners
Colorado
$31.2M +$5.26M +290,933 +21%
RA
8
Royce & Associates
New York
$29.6M +$671K +37,100 +2%
Goldman Sachs
9
Goldman Sachs
New York
$28.5M +$8.31M +459,161 +43%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$26.9M +$5.28M +291,859 +25%
Invesco
11
Invesco
Georgia
$26.3M +$2.69M +148,836 +12%
Millennium Management
12
Millennium Management
New York
$25.9M -$1.19M -65,916 -5%
State Street
13
State Street
Massachusetts
$20.2M +$2.12M +117,111 +12%
KAM
14
Krensavage Asset Management
New York
$19.7M -$960K -53,043 -5%
JP Morgan Chase
15
JP Morgan Chase
New York
$18.8M -$2.66M -146,925 -13%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$17.8M +$1.46M +80,796 +9%
DGHMC
17
Dalton, Greiner, Hartman, Maher & Co
New York
$15.2M +$12.6M +694,027 +561%
GIM
18
Granahan Investment Management
Massachusetts
$13.2M +$1.08M +59,468 +9%
NC
19
Northpointe Capital
Michigan
$12.9M -$2.47M -136,280 -16%
Wells Fargo
20
Wells Fargo
California
$11.7M +$1.83M +100,963 +19%
MWNA
21
Marshall Wace North America
New York
$11.5M +$3.04M +168,332 +37%
KTA
22
Keeley-Teton Advisors
Illinois
$9.19M -$830K -45,885 -8%
Northern Trust
23
Northern Trust
Illinois
$8.78M +$391K +21,609 +5%
USAA
24
United Services Automobile Association
Texas
$8.15M +$30.2K +1,670 +0.4%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$8.12M +$2.89M +159,701 +58%

IVC Hedge Fund Activity: Q2 2018 in Review

150 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q2 2018, worth a combined $831M — up 9.4% from $760M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IVC and 18 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 60 added.

The largest buyer was Dalton, Greiner, Hartman, Maher & Co, adding an estimated $12.6M. The largest seller was Adage Capital Partners, cutting an estimated $16.9M.

  • 150 institutional investors held Invacare Corporation (IVC) as of Q2 2018, down from 151 in Q1 2018.
  • Funds reported $831M of Invacare Corporation stock for Q2 2018, up 9.4% quarter-over-quarter.
  • 18 funds opened new Invacare Corporation positions in Q2 2018 and 19 closed out, a net change of -1 holder.
  • The largest Invacare Corporation buyer in Q2 2018 was Dalton, Greiner, Hartman, Maher & Co, an estimated $12.6M added.
  • The largest Invacare Corporation seller in Q2 2018 was Adage Capital Partners, an estimated $16.9M sold.

Based on aggregated 13F filings for Q2 2018.