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IVC

Invacare Corporation

Delisted

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

169 hedge funds and large institutions have $333M invested in Invacare Corporation in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more capital invested

Capital invested by funds: $177M → $333M (+$156M)

23% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 48

13% more funds holding

Funds holding: 149169 (+20)

50% less call options, than puts

Call options by funds: $1.82M | Put options by funds: $3.61M

Holders
169
Holders Change
+20
Holders Change %
+13.42%
% of All Funds
3.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
37
Increased
59
Reduced
48
Closed
17
Calls
$1.82M
Puts
$3.61M
Net Calls
-$1.79M
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$41.2M +$1.43M +198,981 +4%
ECP
2
Elk Creek Partners
Colorado
$26.6M +$530K +73,599 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$22.8M +$19.2K +2,663 +0.1%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$20.3M +$2.06M +286,243 +13%
Vanguard Group
5
Vanguard Group
Pennsylvania
$19.7M -$2.9M -403,289 -15%
RA
6
Royce & Associates
New York
$17.8M -$721K -100,097 -4%
KAM
7
Krensavage Asset Management
New York
$11.3M +$143K +19,842 +1%
Goldman Sachs
8
Goldman Sachs
New York
$10.8M -$62.4K -8,669 -0.7%
Millennium Management
9
Millennium Management
New York
$10.1M +$5.45M +756,315 +170%
KTA
10
Keeley-Teton Advisors
Illinois
$9.5M +$4.16M +578,003 +104%
State Street
11
State Street
Massachusetts
$9.33M +$1.42M +197,658 +22%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$8.57M +$3.29M +456,746 +81%
Marshall Wace
13
Marshall Wace
United Kingdom
$8.15M +$4.1M +569,509 +141%
PVI
14
Pura Vida Investments
New York
$6.58M +$5.66M +786,439 New
Invesco
15
Invesco
Georgia
$6.1M -$9.37M -1,301,888 -64%
Renaissance Technologies
16
Renaissance Technologies
New York
$5.58M +$3.53M +490,800 +279%
GIM
17
Granahan Investment Management
Massachusetts
$5.21M -$395K -54,886 -8%
KCM
18
Kennedy Capital Management
Missouri
$4.52M -$11.8M -1,632,588 -75%
Charles Schwab
19
Charles Schwab
California
$4.37M +$413K +57,385 +12%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$4.07M +$149K +20,747 +4%
JP Morgan Chase
21
JP Morgan Chase
New York
$3.98M -$3.56M -494,622 -51%
Northern Trust
22
Northern Trust
Illinois
$3.65M -$36.1K -5,020 -1%
Wells Fargo
23
Wells Fargo
California
$3.29M +$2.41M +335,287 +580%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$3.19M +$244K +33,874 +10%
USAA
25
United Services Automobile Association
Texas
$2.92M -$211K -29,337 -8%

IVC Hedge Fund Activity: Q1 2019 in Review

169 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q1 2019, worth a combined $333M — up 88% from $177M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IVC positions and 17 closed out — a net gain of 20 holders — while 59 added to existing stakes and 48 trimmed.

The largest buyer was Pura Vida Investments, opening a new position worth an estimated $5.66M. The largest seller was Kennedy Capital Management, cutting an estimated $11.8M.

  • 169 institutional investors held Invacare Corporation (IVC) as of Q1 2019, up from 149 in Q4 2018.
  • Funds reported $333M of Invacare Corporation stock for Q1 2019, up 88% quarter-over-quarter.
  • 37 funds opened new Invacare Corporation positions in Q1 2019 and 17 closed out, a net change of +20 holders.
  • The largest Invacare Corporation buyer in Q1 2019 was Pura Vida Investments, an estimated $5.66M added.
  • The largest Invacare Corporation seller in Q1 2019 was Kennedy Capital Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q1 2019.