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IVC

Invacare Corporation

Delisted

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

137 hedge funds and large institutions have $340M invested in Invacare Corporation in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $306M → $340M (+$33.7M)

1% more funds holding

Funds holding: 135137 (+2)

0% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 45

85% less call options, than puts

Call options by funds: $63K | Put options by funds: $423K

Holders
137
Holders Change
+2
Holders Change %
+1.48%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
17
Increased
45
Reduced
45
Closed
15
Calls
$63K
Puts
$423K
Net Calls
-$360K
Net Calls Change
-$341K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$44.2M -$739K -88,701 -2%
PCMI
2
Paradigm Capital Management Inc
New York
$21.4M +$91.6K +11,000 +0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$19M +$367K +44,061 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$18.6M +$639K +76,683 +3%
Millennium Management
5
Millennium Management
New York
$17.2M +$181K +21,719 +1%
Renaissance Technologies
6
Renaissance Technologies
New York
$16.6M -$741K -88,983 -4%
Morgan Stanley
7
Morgan Stanley
New York
$15.1M +$14.5M +1,737,912 +1,297%
Nomura Holdings
8
Nomura Holdings
Japan
$12M +$11.2M +1,346,836 +962%
State Street
9
State Street
Massachusetts
$11.2M +$328K +39,366 +3%
ECM
10
Endurant Capital Management
California
$11.1M +$2.23M +267,728 +24%
PVI
11
Pura Vida Investments
New York
$11M -$3.89M -467,140 -26%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$10.5M -$786K -94,423 -7%
PAIM
13
Punch & Associates Investment Management
Minnesota
$9.42M +$58.3K +7,000 +0.6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
14
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.11M +$9.4M +1,129,094 New
KAM
15
Krensavage Asset Management
New York
$7.28M -$54.3K -6,524 -0.7%
RCM
16
Rutabaga Capital Management
Massachusetts
$7.2M +$7.16M +859,651 +2,602%
RA
17
Royce & Associates
New York
$6.59M -$782K -93,900 -10%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$6.01M -$4.53M -543,755 -42%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$4.79M +$37.8K +4,542 +0.8%
Invesco
20
Invesco
Georgia
$4.73M -$1.2M -144,202 -20%
JP Morgan Chase
21
JP Morgan Chase
New York
$4.71M -$1.24M -149,032 -20%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$4.43M +$1.16M +139,404 +34%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$4.07M +$1.67M +200,390 +66%
Northern Trust
24
Northern Trust
Illinois
$3.59M -$94.5K -11,349 -2%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$3.37M -$3.4M -408,102 -49%

IVC Hedge Fund Activity: Q2 2021 in Review

137 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q2 2021, worth a combined $340M — up 11% from $306M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IVC positions and 15 closed out — a net gain of 2 holders — while 45 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.5M. The largest seller was Wellington Management Group, cutting an estimated $4.53M.

  • 137 institutional investors held Invacare Corporation (IVC) as of Q2 2021, up from 135 in Q1 2021.
  • Funds reported $340M of Invacare Corporation stock for Q2 2021, up 11% quarter-over-quarter.
  • 17 funds opened new Invacare Corporation positions in Q2 2021 and 15 closed out, a net change of +2 holders.
  • The largest Invacare Corporation buyer in Q2 2021 was Morgan Stanley, an estimated $14.5M added.
  • The largest Invacare Corporation seller in Q2 2021 was Wellington Management Group, an estimated $4.53M sold.

Based on aggregated 13F filings for Q2 2021.