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IVC

Invacare Corporation

Delisted

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

139 hedge funds and large institutions have $185M invested in Invacare Corporation in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $1.34M | Put options by funds: $641K

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1% more funds holding

Funds holding: 137139 (+2)

40% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 57

46% less capital invested

Capital invested by funds: $340M → $185M (-$155M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
139
Holders Change
+2
Holders Change %
+1.46%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
34
Reduced
57
Closed
17
Calls
$1.34M
Puts
$641K
Net Calls
+$703K
Net Calls Change
+$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$25.1M -$1.43M -196,224 -4%
PCMI
2
Paradigm Capital Management Inc
New York
$14M +$2.11M +288,900 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11M +$58K +7,947 +0.3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$10.2M -$1.61M -220,167 -9%
Renaissance Technologies
5
Renaissance Technologies
New York
$9.43M -$576K -78,900 -4%
Morgan Stanley
6
Morgan Stanley
New York
$7.95M -$1.47M -201,638 -11%
Nomura Holdings
7
Nomura Holdings
Japan
$7.05M -$166K -22,684 -2%
State Street
8
State Street
Massachusetts
$6.78M +$240K +32,903 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
9
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.42M +$1.6M +218,778 +19%
Millennium Management
10
Millennium Management
New York
$6.41M -$5.69M -778,992 -37%
Barrow, Hanley, Mewhinney & Strauss
11
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.1M -$107K -14,696 -1%
PAIM
12
Punch & Associates Investment Management
Minnesota
$5.56M
PVI
13
Pura Vida Investments
New York
$5.41M -$1.64M -223,927 -16%
RCM
14
Rutabaga Capital Management
Massachusetts
$4.9M +$1M +137,600 +15%
KAM
15
Krensavage Asset Management
New York
$4.24M -$76.3K -10,453 -1%
RA
16
Royce & Associates
New York
$3.68M -$314K -42,973 -5%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$3.56M +$1.46M +199,355 +36%
BCM
18
Bridgeway Capital Management
Texas
$2.89M +$2.09M +286,300 +89%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$2.7M +$461K +63,088 +13%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$2.69M -$198K -27,162 -5%
Invesco
21
Invesco
Georgia
$2.59M -$300K -41,019 -7%
JP Morgan Chase
22
JP Morgan Chase
New York
$2.23M -$848K -116,044 -20%
Northern Trust
23
Northern Trust
Illinois
$2.08M -$58.9K -8,071 -2%
Franklin Resources
24
Franklin Resources
California
$1.79M +$412K +56,400 +18%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.72M +$78.3K +10,723 +3%

IVC Hedge Fund Activity: Q3 2021 in Review

139 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invacare Corporation (IVC) for Q3 2021, worth a combined $185M — down 46% from $340M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IVC positions and 17 closed out — a net gain of 3 holders — while 34 added to existing stakes and 57 trimmed.

The largest buyer was Paradigm Capital Management Inc, adding an estimated $2.11M. The largest seller was Wellington Management Group, exiting entirely with an estimated $6.01M sold.

  • 139 institutional investors held Invacare Corporation (IVC) as of Q3 2021, up from 137 in Q2 2021.
  • Funds reported $185M of Invacare Corporation stock for Q3 2021, down 46% quarter-over-quarter.
  • 20 funds opened new Invacare Corporation positions in Q3 2021 and 17 closed out, a net change of +3 holders.
  • The largest Invacare Corporation buyer in Q3 2021 was Paradigm Capital Management Inc, an estimated $2.11M added.
  • The largest Invacare Corporation seller in Q3 2021 was Wellington Management Group, an estimated $6.01M sold.

Based on aggregated 13F filings for Q3 2021.