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KVH Industries
KVHI

65 hedge funds and large institutions have $148M invested in KVH Industries in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

26% more capital invested

Capital invested by funds: $117M → $148M (+$30.9M)

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

12% more funds holding

Funds holding: 58 → 65 (+7)

2.79% more ownership

Funds ownership: 65% → 67.79% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

61% less call options, than puts

Call options by funds: $9K | Put options by funds: $23K

Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
20
Reduced
17
Closed
6
Calls
$9K
Puts
$23K
Net Calls
-$14K
Net Calls Change
-$30K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$1.45M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.3M
3
OPS
Orion Portfolio Solutions
Nebraska
+$867K
4
Jane Street
Jane Street
New York
+$705K
5
CWA
CM Wealth Advisors
Ohio
+$518K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.16M
2
SFM
Systematic Financial Management
New Jersey
-$984K
3
IMOV
Investment Management of Virginia
Virginia
-$343K
4
BlackRock
BlackRock
New York
-$159K
5
Ameriprise
Ameriprise
Minnesota
-$146K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
26
CM Wealth Advisors
Ohio
$534K +$518K +50,624 New
Northern Trust
27
Northern Trust
Illinois
$521K -$43.2K -4,221 -8%
Goldman Sachs
28
Goldman Sachs
New York
$434K +$390K +38,136 New
WPC
29
White Pine Capital
Minnesota
$361K +$144K +14,082 +80%
Barclays
30
Barclays
United Kingdom
$343K – – –
FC
31
FCA Corp
Texas
$341K – – –
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$287K -$54.2K -5,300 -17%
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$286K +$66.8K +6,526 +35%
Citigroup
34
Citigroup
New York
$258K -$49.9K -4,877 -18%
HF
35
HRT Financial
New York
$257K +$231K +22,627 New
Squarepoint
36
Squarepoint
New York
$249K +$224K +21,908 New
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$244K -$11K -1,078 -5%
GCP
38
GSA Capital Partners
United Kingdom
$204K +$183K +17,902 New
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$198K +$20.1K +1,963 +13%
6CM
40
683 Capital Management
New York
$190K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$188K -$21.5K -2,100 -11%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$157K -$55.4K -5,419 -28%
RJA
43
Raymond James & Associates
Florida
$145K -$30K -2,932 -19%
HIM
44
Hillsdale Investment Management
Ontario, Canada
$138K +$10.2K +1,000 +9%
Man Group
45
Man Group
United Kingdom
$133K -$110K -10,717 Closed
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$131K +$118K +11,508 New
LP
47
LMR Partners
United Kingdom
$123K +$110K +10,786 New
CNBT
48
Canandaigua National Bank & Trust
New York
$122K +$110K +10,712 New
CCIA
49
Campbell & Co Investment Adviser
Maryland
$116K +$104K +10,191 New
IMOV
50
Investment Management of Virginia
Virginia
$115K -$343K -33,497 -77%
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KVHI Hedge Fund Activity: Q1 2023 in Review

65 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in KVH Industries (KVHI) for Q1 2023, worth a combined $148M — up 26% from $117M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new KVHI positions and 6 closed out — a net gain of 8 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.45M. The largest seller was Wellington Management Group, exiting entirely with an estimated $1.16M sold.

  • 65 institutional investors held KVH Industries (KVHI) as of Q1 2023, up from 58 in Q4 2022.
  • Funds reported $148M of KVH Industries stock for Q1 2023, up 26% quarter-over-quarter.
  • 14 funds opened new KVH Industries positions in Q1 2023 and 6 closed out, a net change of +8 holders.
  • The largest KVH Industries buyer in Q1 2023 was Millennium Management, an estimated $1.45M added.
  • The largest KVH Industries seller in Q1 2023 was Wellington Management Group, an estimated $1.16M sold.

Based on aggregated 13F filings for Q1 2023.