INVO Fertility Inc
7 hedge funds and large institutions have $6.28M invested in INVO Fertility Inc in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
174% more capital invested
Capital invested by funds: $2.29M → $6.28M (+$3.99M)
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
75% more funds holding
Funds holding: 4 → 7 (+3)
0% more ownership
Funds ownership: 0% → 0% (+0%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIC
AWM Investment Company
New York
|
+$1.21M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.1M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$329K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$110K |
| 5 |
CIS
Connors Investor Services
Wyomissing,
Pennsylvania
|
+$110K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$110K |
| 2 |
EVC
Eidelman Virant Capital
Saint Louis,
Missouri
|
-$60K |
| 3 |
Goldman Sachs
New York
|
-$49K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$32K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
1
AWM Investment Company
New York
| $4.11M | +$1.21M | +11 | +50% |
|
|
2
Vanguard Group
Malvern,
Pennsylvania
| $1.22M | +$1.1M | +10 | New |
|
|
3
Geode Capital Management
Boston,
Massachusetts
| $352K | +$329K | +3 | New |
|
4
Squarepoint
New York
| $141K | +$110K | +1 | New |
|
|
5
Millennium Management
New York
| $121K | -$110K | -1 | -50% |
|
|
6
Citadel Advisors
Miami,
Florida
| $98K | +$110K | +1 | New |
|
|
CIS
7
Connors Investor Services
Wyomissing,
Pennsylvania
| $65K | +$110K | +1 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $53K | – | – | – |
|
9
Northern Trust
Chicago,
Illinois
| $49K | – | – | – |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $47K | – | – | – |
|
11
UBS Group
Zurich,
Switzerland
| $8K | – | – | – |
|
12
Morgan Stanley
New York
| $4K | – | – | – |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| $3K | – | – | – |
|
|
EVC
14
Eidelman Virant Capital
Saint Louis,
Missouri
| – | -$60K | -1 | Closed |
|
|
15
Goldman Sachs
New York
| – | -$49K | -1 | Closed |
|
|
ASN
16
Advisory Services Network
Atlanta,
Georgia
| – | -$5K | – | – |
|
|
17
US Bancorp
Minneapolis,
Minnesota
| – | -$32K | – | – |
|
IVF Hedge Fund Activity: Q1 2021 in Review
7 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in INVO Fertility Inc (IVF) for Q1 2021, worth a combined $6.28M — up 174% from $2.29M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IVF positions and 2 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was AWM Investment Company, adding an estimated $1.21M. The largest seller was Millennium Management, cutting an estimated $110K.
- 7 institutional investors held INVO Fertility Inc (IVF) as of Q1 2021, up from 4 in Q4 2020.
- Funds reported $6.28M of INVO Fertility Inc stock for Q1 2021, up 174% quarter-over-quarter.
- 5 funds opened new INVO Fertility Inc positions in Q1 2021 and 2 closed out, a net change of +3 holders.
- The largest INVO Fertility Inc buyer in Q1 2021 was AWM Investment Company, an estimated $1.21M added.
- The largest INVO Fertility Inc seller in Q1 2021 was Millennium Management, an estimated $110K sold.
Based on aggregated 13F filings for Q1 2021.