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IVC

Invacare Corporation

Delisted

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

134 hedge funds and large institutions have $285M invested in Invacare Corporation in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more call options, than puts

Call options by funds: $670K | Put options by funds: $238K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more capital invested

Capital invested by funds: $251M → $285M (+$33.8M)

4% less funds holding

Funds holding: 140134 (-6)

30% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 50

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
134
Holders Change
-6
Holders Change %
-4.29%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
13
Increased
35
Reduced
50
Closed
19
Calls
$670K
Puts
$238K
Net Calls
+$432K
Net Calls Change
+$226K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$37.9M -$182K -26,217 -0.5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$18.2M -$402K -57,920 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$17.3M +$22.9K +3,299 +0.1%
Renaissance Technologies
4
Renaissance Technologies
New York
$16.9M -$291K -42,000 -2%
DCM
5
DG Capital Management
New York
$14.4M
PCMI
6
Paradigm Capital Management Inc
New York
$13.9M +$7.33M +1,057,000 +133%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$13.8M -$50.8K -7,331 -0.4%
PVI
8
Pura Vida Investments
New York
$12.6M +$509K +73,416 +5%
RA
9
Royce & Associates
New York
$10.3M -$104K -15,000 -1%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$10M
State Street
11
State Street
Massachusetts
$9.57M -$243K -35,080 -3%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$8.51M -$166K -23,904 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$7.32M -$546K -78,775 -7%
KAM
14
Krensavage Asset Management
New York
$6.63M +$31.2K +4,499 +0.5%
PAIM
15
Punch & Associates Investment Management
Minnesota
$6.35M +$6.93K +1,000 +0.1%
Northern Trust
16
Northern Trust
Illinois
$4.44M -$90.8K -13,095 -2%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$3.96M -$201K -28,988 -5%
Invesco
18
Invesco
Georgia
$3.91M +$119K +17,169 +3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$3.87M +$90.2K +13,011 +3%
Charles Schwab
20
Charles Schwab
California
$3.37M -$405K -58,457 -12%
NRC
21
North Run Capital
Massachusetts
$3.25M +$433K +62,513 +17%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.87M -$29.1K -4,203 -1%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$2.66M -$276K -39,877 -10%
Morgan Stanley
24
Morgan Stanley
New York
$2.42M +$1.13M +163,162 +103%
SI
25
Stephens Inc
Arkansas
$2.42M +$126K +18,101 +6%

IVC Hedge Fund Activity: Q3 2020 in Review

134 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q3 2020, worth a combined $285M — up 13% from $251M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IVC and 13 opened new positions — a net loss of 6 holders — while 50 trimmed existing stakes and 35 added.

The largest buyer was Paradigm Capital Management Inc, adding an estimated $7.33M. The largest seller was Citadel Advisors, cutting an estimated $1.58M.

  • 134 institutional investors held Invacare Corporation (IVC) as of Q3 2020, down from 140 in Q2 2020.
  • Funds reported $285M of Invacare Corporation stock for Q3 2020, up 13% quarter-over-quarter.
  • 13 funds opened new Invacare Corporation positions in Q3 2020 and 19 closed out, a net change of -6 holders.
  • The largest Invacare Corporation buyer in Q3 2020 was Paradigm Capital Management Inc, an estimated $7.33M added.
  • The largest Invacare Corporation seller in Q3 2020 was Citadel Advisors, an estimated $1.58M sold.

Based on aggregated 13F filings for Q3 2020.