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IVC

Invacare Corporation

Delisted

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

148 hedge funds and large institutions have $285M invested in Invacare Corporation in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

39% more capital invested

Capital invested by funds: $205M → $285M (+$80.3M)

18% more call options, than puts

Call options by funds: $3.38M | Put options by funds: $2.87M

3% less funds holding

Funds holding: 153148 (-5)

12% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 57

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

Holders
148
Holders Change
-5
Holders Change %
-3.27%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
50
Reduced
57
Closed
19
Calls
$3.38M
Puts
$2.87M
Net Calls
+$506K
Net Calls Change
+$863K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$38.6M +$496K +88,398 +2%
ECP
2
Elk Creek Partners
Colorado
$23.2M -$2.59M -461,213 -13%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$20.7M +$130K +23,247 +0.9%
Millennium Management
4
Millennium Management
New York
$19M +$4.87M +868,617 +52%
Vanguard Group
5
Vanguard Group
Pennsylvania
$16.8M +$101K +17,976 +0.8%
RA
6
Royce & Associates
New York
$15.4M -$600K -106,967 -5%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$15.4M -$984K -175,358 -8%
Renaissance Technologies
8
Renaissance Technologies
New York
$11.6M +$1.75M +311,100 +25%
KAM
9
Krensavage Asset Management
New York
$9.19M -$598K -106,648 -8%
State Street
10
State Street
Massachusetts
$8.54M +$137K +24,457 +2%
PVI
11
Pura Vida Investments
New York
$6.15M -$615K -109,702 -12%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$5.26M -$721K -128,582 -15%
Charles Schwab
13
Charles Schwab
California
$5.21M +$873K +155,565 +29%
Invesco
14
Invesco
Georgia
$4.49M -$598K -106,616 -15%
GIM
15
Granahan Investment Management
Massachusetts
$4.23M -$72.7K -12,953 -2%
MWNA
16
Marshall Wace North America
New York
$4.07M +$1.84M +328,262 +153%
NRC
17
North Run Capital
Massachusetts
$3.56M +$421K +75,000 +19%
Northern Trust
18
Northern Trust
Illinois
$3.44M +$87.5K +15,593 +4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.41M -$9.26K -1,650 -0.4%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$3.14M +$29.8K +5,316 +1%
JP Morgan Chase
21
JP Morgan Chase
New York
$3.06M +$86.3K +15,379 +4%
Wells Fargo
22
Wells Fargo
California
$3.06M +$1.78M +317,709 +354%
Marshall Wace
23
Marshall Wace
United Kingdom
$2.98M -$1.46M -260,648 -40%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$2.54M -$129K -22,923 -6%
KTA
25
Keeley-Teton Advisors
Illinois
$2.32M -$427K -76,211 -20%

IVC Hedge Fund Activity: Q3 2019 in Review

148 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q3 2019, worth a combined $285M — up 39% from $205M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IVC and 14 opened new positions — a net loss of 5 holders — while 57 trimmed existing stakes and 50 added.

The largest buyer was Millennium Management, adding an estimated $4.87M. The largest seller was Kennedy Capital Management, cutting an estimated $3.8M.

  • 148 institutional investors held Invacare Corporation (IVC) as of Q3 2019, down from 153 in Q2 2019.
  • Funds reported $285M of Invacare Corporation stock for Q3 2019, up 39% quarter-over-quarter.
  • 14 funds opened new Invacare Corporation positions in Q3 2019 and 19 closed out, a net change of -5 holders.
  • The largest Invacare Corporation buyer in Q3 2019 was Millennium Management, an estimated $4.87M added.
  • The largest Invacare Corporation seller in Q3 2019 was Kennedy Capital Management, an estimated $3.8M sold.

Based on aggregated 13F filings for Q3 2019.