We are live on ! Find out more
IVC

Invacare Corporation

Delisted

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

149 hedge funds and large institutions have $177M invested in Invacare Corporation in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 57 increasing their positions, 32 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 32

1% more funds holding

Funds holding: 147149 (+2)

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

72% less capital invested

Capital invested by funds: $633M → $177M (-$456M)

88% less call options, than puts

Call options by funds: $224K | Put options by funds: $1.86M

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
57
Reduced
32
Closed
31
Calls
$224K
Puts
$1.86M
Net Calls
-$1.64M
Net Calls Change
-$911K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$20.3M -$3.51M -396,706 -8%
ECP
2
Elk Creek Partners
Colorado
$13.3M +$10.1M +1,142,606 +58%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.9M -$4.68M -529,642 -16%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$11.7M -$640K -72,461 -3%
RA
5
Royce & Associates
New York
$9.57M +$4.29M +485,898 +28%
KCM
6
Kennedy Capital Management
Missouri
$9.34M +$18.9M +2,135,448 +5,751%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$9.19M -$251K -28,381 -1%
Invesco
8
Invesco
Georgia
$8.73M +$3.73M +422,265 +26%
KAM
9
Krensavage Asset Management
New York
$5.72M +$2.25M +254,636 +24%
Goldman Sachs
10
Goldman Sachs
New York
$5.6M +$669K +75,676 +6%
JP Morgan Chase
11
JP Morgan Chase
New York
$4.17M +$1.48M +166,875 +21%
Morgan Stanley
12
Morgan Stanley
New York
$4.09M +$5.45M +616,456 +185%
State Street
13
State Street
Massachusetts
$3.94M -$4.15M -469,669 -34%
GIM
14
Granahan Investment Management
Massachusetts
$2.92M -$141K -15,907 -2%
Deutsche Bank
15
Deutsche Bank
Germany
$2.72M +$3.83M +433,570 +218%
Citadel Advisors
16
Citadel Advisors
Florida
$2.7M +$3.24M +366,665 +140%
MWNA
17
Marshall Wace North America
New York
$2.44M +$249K +28,182 +5%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$2.44M -$114K -12,879 -2%
KTA
19
Keeley-Teton Advisors
Illinois
$2.4M -$257K -29,025 -5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2M +$294K +33,222 +8%
Charles Schwab
21
Charles Schwab
California
$2M +$628K +71,073 +18%
CRA
22
Circle Road Advisors
New York
$1.95M +$4.01M +454,096 New
Millennium Management
23
Millennium Management
New York
$1.92M -$1.15M -129,998 -23%
Northern Trust
24
Northern Trust
Illinois
$1.9M -$345K -38,999 -8%
Marshall Wace
25
Marshall Wace
United Kingdom
$1.74M +$2.81M +317,625 +368%

IVC Hedge Fund Activity: Q4 2018 in Review

149 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q4 2018, worth a combined $177M — down 72% from $633M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IVC positions and 31 closed out — a net gain of 2 holders — while 57 added to existing stakes and 32 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $18.9M. The largest seller was Daruma Capital Management, exiting entirely with an estimated $23.1M sold.

  • 149 institutional investors held Invacare Corporation (IVC) as of Q4 2018, up from 147 in Q3 2018.
  • Funds reported $177M of Invacare Corporation stock for Q4 2018, down 72% quarter-over-quarter.
  • 33 funds opened new Invacare Corporation positions in Q4 2018 and 31 closed out, a net change of +2 holders.
  • The largest Invacare Corporation buyer in Q4 2018 was Kennedy Capital Management, an estimated $18.9M added.
  • The largest Invacare Corporation seller in Q4 2018 was Daruma Capital Management, an estimated $23.1M sold.

Based on aggregated 13F filings for Q4 2018.