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IVC

Invacare Corporation

Delisted

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

131 hedge funds and large institutions have $327M invested in Invacare Corporation in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $171K | Put options by funds: $115K

15% more capital invested

Capital invested by funds: $285M → $327M (+$42.4M)

2% less funds holding

Funds holding: 134131 (-3)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

36% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 59

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
131
Holders Change
-3
Holders Change %
-2.24%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
38
Reduced
59
Closed
12
Calls
$171K
Puts
$115K
Net Calls
+$56K
Net Calls Change
-$376K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$47M +$1.75M +210,379 +4%
Renaissance Technologies
2
Renaissance Technologies
New York
$21.3M +$1.14M +137,200 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$20.8M +$211K +25,332 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$20.6M -$980K -117,865 -5%
Millennium Management
5
Millennium Management
New York
$19.3M +$6.95M +835,699 +63%
PCMI
6
Paradigm Capital Management Inc
New York
$17.7M +$1.06M +127,000 +7%
PVI
7
Pura Vida Investments
New York
$14.8M -$125K -15,084 -0.9%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$14M -$2.29M -275,754 -15%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$12.1M +$171K +20,600 +2%
State Street
10
State Street
Massachusetts
$11.2M -$198K -23,791 -2%
RA
11
Royce & Associates
New York
$9.98M -$2.14M -257,706 -19%
PAIM
12
Punch & Associates Investment Management
Minnesota
$8.48M +$861K +103,500 +12%
KAM
13
Krensavage Asset Management
New York
$8.1M +$196K +23,627 +3%
JP Morgan Chase
14
JP Morgan Chase
New York
$6.63M -$2.07M -248,543 -25%
Invesco
15
Invesco
Georgia
$5.11M +$426K +51,293 +10%
Northern Trust
16
Northern Trust
Illinois
$5.04M -$227K -27,277 -5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$4.74M +$128K +15,373 +3%
Charles Schwab
18
Charles Schwab
California
$4.05M +$31.4K +3,782 +0.8%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$4.01M -$650K -78,161 -15%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$3.72M +$519K +62,479 +18%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$3.24M +$3.01M +361,786 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$3.23M -$182K -21,893 -6%
SI
23
Stephens Inc
Arkansas
$2.92M +$35.1K +4,223 +1%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$2.87M -$6.74M -811,027 -72%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$2.81M +$2.08M +250,042 +389%

IVC Hedge Fund Activity: Q4 2020 in Review

131 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q4 2020, worth a combined $327M — up 15% from $285M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of IVC and 9 opened new positions — a net loss of 3 holders — while 59 trimmed existing stakes and 38 added.

The largest buyer was Millennium Management, adding an estimated $6.95M. The largest seller was Russell Investments Group, cutting an estimated $6.74M.

  • 131 institutional investors held Invacare Corporation (IVC) as of Q4 2020, down from 134 in Q3 2020.
  • Funds reported $327M of Invacare Corporation stock for Q4 2020, up 15% quarter-over-quarter.
  • 9 funds opened new Invacare Corporation positions in Q4 2020 and 12 closed out, a net change of -3 holders.
  • The largest Invacare Corporation buyer in Q4 2020 was Millennium Management, an estimated $6.95M added.
  • The largest Invacare Corporation seller in Q4 2020 was Russell Investments Group, an estimated $6.74M sold.

Based on aggregated 13F filings for Q4 2020.