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IVC

Invacare Corporation

Delisted

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

152 hedge funds and large institutions have $340M invested in Invacare Corporation in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

19% more capital invested

Capital invested by funds: $285M → $340M (+$54.6M)

3% more funds holding

Funds holding: 148152 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

19% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 58

74% less call options, than puts

Call options by funds: $149K | Put options by funds: $569K

Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
47
Reduced
58
Closed
17
Calls
$149K
Puts
$569K
Net Calls
-$420K
Net Calls Change
-$926K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$47.6M +$1.06M +125,672 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$24.4M -$415K -49,421 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$20.4M +$184K +21,901 +1%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$18.6M +$107K +12,757 +0.6%
RA
5
Royce & Associates
New York
$18.5M -$76.3K -9,075 -0.4%
Renaissance Technologies
6
Renaissance Technologies
New York
$18.3M +$3.99M +475,069 +31%
ECP
7
Elk Creek Partners
Colorado
$16.8M -$10.3M -1,220,843 -40%
Millennium Management
8
Millennium Management
New York
$13.7M -$8.56M -1,017,684 -40%
PVI
9
Pura Vida Investments
New York
$12.1M +$4.36M +518,619 +63%
State Street
10
State Street
Massachusetts
$10.7M +$436K +51,916 +5%
KAM
11
Krensavage Asset Management
New York
$7.94M -$2.89M -344,359 -28%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$7.57M +$1.15M +137,157 +20%
Charles Schwab
13
Charles Schwab
California
$5.49M -$722K -85,868 -12%
GIM
14
Granahan Investment Management
Massachusetts
$4.98M -$102K -12,159 -2%
Invesco
15
Invesco
Georgia
$4.8M -$561K -66,727 -11%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$4.65M +$3.92M +466,448 +948%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$4.47M +$649K +77,180 +18%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$4.13M +$3.85M +458,320 New
Northern Trust
19
Northern Trust
Illinois
$3.98M -$144K -17,125 -4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.93M -$167K -19,845 -4%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$3.42M +$333K +39,551 +12%
MWNA
22
Marshall Wace North America
New York
$3.31M -$1.48M -175,725 -32%
KTA
23
Keeley-Teton Advisors
Illinois
$2.9M +$103K +12,258 +4%
Wells Fargo
24
Wells Fargo
California
$2.89M -$733K -87,161 -21%
Goldman Sachs
25
Goldman Sachs
New York
$2.85M +$825K +98,179 +45%

IVC Hedge Fund Activity: Q4 2019 in Review

152 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q4 2019, worth a combined $340M — up 19% from $285M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IVC positions and 17 closed out — a net gain of 4 holders — while 47 added to existing stakes and 58 trimmed.

The largest buyer was Pura Vida Investments, adding an estimated $4.36M. The largest seller was Elk Creek Partners, cutting an estimated $10.3M.

  • 152 institutional investors held Invacare Corporation (IVC) as of Q4 2019, up from 148 in Q3 2019.
  • Funds reported $340M of Invacare Corporation stock for Q4 2019, up 19% quarter-over-quarter.
  • 21 funds opened new Invacare Corporation positions in Q4 2019 and 17 closed out, a net change of +4 holders.
  • The largest Invacare Corporation buyer in Q4 2019 was Pura Vida Investments, an estimated $4.36M added.
  • The largest Invacare Corporation seller in Q4 2019 was Elk Creek Partners, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2019.