INVO Fertility Inc
5 hedge funds and large institutions have $153K invested in INVO Fertility Inc in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.01% less ownership
Funds ownership: 0.01% → 0% (-0.01%)
39% less capital invested
Capital invested by funds: $251K → $153K (-$97.8K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$70.9K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$16.8K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$9.33K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.87K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SM
Sabby Management
Miami Beach,
Florida
|
-$274K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$28.6K |
| 3 |
AIC
AWM Investment Company
New York
|
-$25.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Vanguard Group
Malvern,
Pennsylvania
| $73K | +$70.9K | +38 | New |
|
|
2
Geode Capital Management
Boston,
Massachusetts
| $36.2K | +$16.8K | +9 | +90% |
|
|
SM
3
Sabby Management
Miami Beach,
Florida
| $25.1K | -$274K | -147 | -92% |
|
|
4
UBS Group
Zurich,
Switzerland
| $9.66K | +$9.33K | +5 | New |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $6.68K | +$1.87K | +1 | +50% |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $755 | – | – | – |
|
|
APC
8
Aspire Private Capital
Cornelius,
North Carolina
| $155 | – | – | – |
|
9
Morgan Stanley
New York
| $100 | – | – | – |
|
10
BlackRock
New York
| $32 | – | – | – |
|
11
Wells Fargo
San Francisco,
California
| $23 | – | – | – |
|
|
GG
12
Gleason Group
Prospect,
Kentucky
| $4 | – | – | – |
|
|
13
Citadel Advisors
Miami,
Florida
| – | -$28.6K | -25 | Closed |
|
|
AIC
14
AWM Investment Company
New York
| – | -$25.3K | -22 | Closed |
|
IVF Hedge Fund Activity: Q4 2023 in Review
5 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in INVO Fertility Inc (IVF) for Q4 2023, worth a combined $153K — down 39% from $251K a quarter earlier.
Fund positioning in IVF was balanced in Q4 2023: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Vanguard Group, opening a new position worth an estimated $70.9K. The largest seller was Sabby Management, cutting an estimated $274K.
- 5 institutional investors held INVO Fertility Inc (IVF) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $153K of INVO Fertility Inc stock for Q4 2023, down 39% quarter-over-quarter.
- 2 funds opened new INVO Fertility Inc positions in Q4 2023 and 2 closed out, a net change of 0 holders.
- The largest INVO Fertility Inc buyer in Q4 2023 was Vanguard Group, an estimated $70.9K added.
- The largest INVO Fertility Inc seller in Q4 2023 was Sabby Management, an estimated $274K sold.
Based on aggregated 13F filings for Q4 2023.