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IVC

Invacare Corporation

Delisted

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

135 hedge funds and large institutions have $306M invested in Invacare Corporation in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 49 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

3% more funds holding

Funds holding: 131135 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less call options, than puts

Call options by funds: $535K | Put options by funds: $554K

6% less capital invested

Capital invested by funds: $327M → $306M (-$21.3M)

18% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 49

Holders
135
Holders Change
+4
Holders Change %
+3.05%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
40
Reduced
49
Closed
17
Calls
$535K
Puts
$554K
Net Calls
-$19K
Net Calls Change
-$75K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$44.6M +$2.95M +316,299 +6%
PCMI
2
Paradigm Capital Management Inc
New York
$21.2M +$6.21M +666,800 +34%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$18.5M +$93.6K +10,046 +0.4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$17.8M -$955K -102,549 -4%
Renaissance Technologies
5
Renaissance Technologies
New York
$17.2M -$2.14M -230,217 -10%
Millennium Management
6
Millennium Management
New York
$16.9M -$530K -56,886 -3%
PVI
7
Pura Vida Investments
New York
$14.7M +$1.62M +174,154 +11%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$11.2M -$1.57M -168,067 -11%
State Street
9
State Street
Massachusetts
$10.8M +$958K +102,853 +8%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$10.3M -$581K -62,397 -5%
PAIM
11
Punch & Associates Investment Management
Minnesota
$9.31M +$1.98M +212,995 +22%
ECM
12
Endurant Capital Management
California
$8.88M +$10.3M +1,107,112 New
RA
13
Royce & Associates
New York
$7.3M -$1.9M -204,030 -18%
KAM
14
Krensavage Asset Management
New York
$7.28M +$34.4K +3,689 +0.4%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$6.62M +$4.7M +504,479 +157%
JP Morgan Chase
16
JP Morgan Chase
New York
$5.88M -$74.1K -7,959 -1%
Invesco
17
Invesco
Georgia
$5.86M +$1.48M +159,229 +28%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$4.72M +$554K +59,488 +11%
Northern Trust
19
Northern Trust
Illinois
$3.66M -$991K -106,335 -19%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$3.31M -$330K -35,401 -8%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$3.28M -$61.3K -6,581 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.94M +$54.7K +5,872 +2%
SI
23
Stephens Inc
Arkansas
$2.73M +$131K +14,103 +4%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$2.44M -$100K -10,731 -3%
Principal Financial Group
25
Principal Financial Group
Iowa
$2.11M +$17.6K +1,890 +0.7%

IVC Hedge Fund Activity: Q1 2021 in Review

135 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q1 2021, worth a combined $306M — down 6.5% from $327M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IVC positions and 17 closed out — a net gain of 4 holders — while 40 added to existing stakes and 49 trimmed.

The largest buyer was Endurant Capital Management, opening a new position worth an estimated $10.3M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $3.24M sold.

  • 135 institutional investors held Invacare Corporation (IVC) as of Q1 2021, up from 131 in Q4 2020.
  • Funds reported $306M of Invacare Corporation stock for Q1 2021, down 6.5% quarter-over-quarter.
  • 21 funds opened new Invacare Corporation positions in Q1 2021 and 17 closed out, a net change of +4 holders.
  • The largest Invacare Corporation buyer in Q1 2021 was Endurant Capital Management, an estimated $10.3M added.
  • The largest Invacare Corporation seller in Q1 2021 was Point72 Asset Management, an estimated $3.24M sold.

Based on aggregated 13F filings for Q1 2021.