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Iveda Solutions
IVDA

14 hedge funds and large institutions have $370K invested in Iveda Solutions in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.36% less ownership

Funds ownership: 1.92% → 0.56% (-1.4%)

7% less funds holding

Funds holding: 15 → 14 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

71% less capital invested

Capital invested by funds: $1.28M → $370K (-$906K)

Holders
14
Holders Change
-1
Holders Change %
-6.67%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWMA
Heritage Wealth Management (Arizona)
Arizona
+$54.8K
2
MCA
MSH Capital Advisors
Arizona
+$10.7K
3
Jane Street
Jane Street
New York
+$9.89K

Top Sellers

Rank Fund Capital Flow
1
AC
Armistice Capital
New York
-$601K
2
SM
Sabby Management
Florida
-$292K
3
Citadel Advisors
Citadel Advisors
Florida
-$15K
4
VF
Virtu Financial
New York
-$7K
5
UBS Group
UBS Group
Switzerland
-$3.07K
Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
1
Heritage Wealth Management (Arizona)
Arizona
$117K +$54.8K +10,481 +66%
SM
2
Sabby Management
Florida
$105K -$292K -55,751 -70%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$48.3K – – –
Bank of America
4
Bank of America
North Carolina
$41.1K – – –
LF
5
Lee Financial
Texas
$16.6K – – –
BA
6
Bridge Advisory
California
$13.9K – – –
MCA
7
MSH Capital Advisors
Arizona
$9.1K +$10.7K +2,050 New
Jane Street
8
Jane Street
New York
$8.4K +$9.89K +1,892 New
SFS
9
Summit Financial Strategies
Ohio
$5.55K – – –
TRCT
10
Tower Research Capital (TRC)
New York
$4K -$21 -4 -0.4%
UBS Group
11
UBS Group
Switzerland
$984 -$3.07K -587 -73%
TWA
12
TCI Wealth Advisors
Arizona
$69 – – –
Wells Fargo
13
Wells Fargo
California
$7 – – –
AC
14
Armistice Capital
New York
– -$601K -115,658 Closed
Citadel Advisors
15
Citadel Advisors
Florida
– -$15K -3,001 Closed
VF
16
Virtu Financial
New York
– -$7K -1,353 Closed

IVDA Hedge Fund Activity: Q4 2022 in Review

14 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Iveda Solutions (IVDA) for Q4 2022, worth a combined $370K — down 71% from $1.28M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of IVDA and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 1 added.

The largest buyer was Heritage Wealth Management (Arizona), adding an estimated $54.8K. The largest seller was Armistice Capital, exiting entirely with an estimated $601K sold.

  • 14 institutional investors held Iveda Solutions (IVDA) as of Q4 2022, down from 15 in Q3 2022.
  • Funds reported $370K of Iveda Solutions stock for Q4 2022, down 71% quarter-over-quarter.
  • 2 funds opened new Iveda Solutions positions in Q4 2022 and 3 closed out, a net change of -1 holder.
  • The largest Iveda Solutions buyer in Q4 2022 was Heritage Wealth Management (Arizona), an estimated $54.8K added.
  • The largest Iveda Solutions seller in Q4 2022 was Armistice Capital, an estimated $601K sold.

Based on aggregated 13F filings for Q4 2022.