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IVC

Invacare Corporation

Delisted

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

146 hedge funds and large institutions have $295M invested in Invacare Corporation in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more call options, than puts

Call options by funds: $1.18M | Put options by funds: $280K

4% less funds holding

Funds holding: 152146 (-6)

13% less capital invested

Capital invested by funds: $340M → $295M (-$44.2M)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

21% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 52

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
146
Holders Change
-6
Holders Change %
-3.95%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
41
Reduced
52
Closed
26
Calls
$1.18M
Puts
$280K
Net Calls
+$901K
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$38.1M -$1.17M -150,734 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$19.7M -$371K -47,871 -2%
Renaissance Technologies
3
Renaissance Technologies
New York
$17.4M +$2.49M +322,000 +16%
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.7M -$49.3K -6,367 -0.3%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$15.6M +$323K +41,654 +2%
DCM
6
DG Capital Management
New York
$15.4M
ECP
7
Elk Creek Partners
Colorado
$13.7M -$187K -24,076 -1%
PVI
8
Pura Vida Investments
New York
$11.9M +$2.09M +269,353 +20%
RA
9
Royce & Associates
New York
$11M -$4.43M -571,272 -28%
Millennium Management
10
Millennium Management
New York
$10.4M -$928K -119,779 -8%
State Street
11
State Street
Massachusetts
$9.26M +$432K +55,700 +5%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$7.92M +$6.95M +896,840 +530%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$7.32M +$4.09M +527,689 +115%
KAM
14
Krensavage Asset Management
New York
$6.59M +$53K +6,844 +0.8%
Charles Schwab
15
Charles Schwab
California
$4.4M -$126K -16,228 -3%
JP Morgan Chase
16
JP Morgan Chase
New York
$3.84M +$3M +387,673 +301%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$3.83M +$152K +19,659 +4%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$3.75M +$975K +125,858 +33%
Invesco
19
Invesco
Georgia
$3.4M -$571K -73,733 -14%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$3.34M -$3.01M -388,893 -46%
Northern Trust
21
Northern Trust
Illinois
$3.27M -$4.63K -597 -0.1%
N
22
Nuveen
North Carolina
$3.16M +$2.21M +285,279 +204%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.03M -$214K -27,583 -6%
Victory Capital Management
24
Victory Capital Management
Texas
$2.96M +$1.7M +219,978 +124%
Goldman Sachs
25
Goldman Sachs
New York
$2.85M +$528K +68,122 +22%

IVC Hedge Fund Activity: Q1 2020 in Review

146 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q1 2020, worth a combined $295M — down 13% from $340M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of IVC and 22 opened new positions — a net loss of 4 holders — while 52 trimmed existing stakes and 41 added.

The largest buyer was Wellington Management Group, adding an estimated $6.95M. The largest seller was Granahan Investment Management, exiting entirely with an estimated $4.98M sold.

  • 146 institutional investors held Invacare Corporation (IVC) as of Q1 2020, down from 152 in Q4 2019.
  • Funds reported $295M of Invacare Corporation stock for Q1 2020, down 13% quarter-over-quarter.
  • 22 funds opened new Invacare Corporation positions in Q1 2020 and 26 closed out, a net change of -4 holders.
  • The largest Invacare Corporation buyer in Q1 2020 was Wellington Management Group, an estimated $6.95M added.
  • The largest Invacare Corporation seller in Q1 2020 was Granahan Investment Management, an estimated $4.98M sold.

Based on aggregated 13F filings for Q1 2020.