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KVH Industries
KVHI

69 hedge funds and large institutions have $75.8M invested in KVH Industries in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

4% more capital invested

Capital invested by funds: $72.6M → $75.8M (+$3.2M)

0.65% more ownership

Funds ownership: 72.81% → 73.47% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 70 → 69 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $121K

Holders
69
Holders Change
-1
Holders Change %
-1.43%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
26
Reduced
22
Closed
11
Calls
–
Puts
$121K
Net Calls
-$121K
Net Calls Change
-$87K

Top Buyers

1
PVM
Palogic Value Management
Texas
+$571K
2
BlackRock
BlackRock
New York
+$470K
3
AE
AMH Equity
New York
+$425K
4
Morgan Stanley
Morgan Stanley
New York
+$209K
5
BFM
Boothbay Fund Management
New York
+$168K

Top Sellers

1
SFM
Systematic Financial Management
New Jersey
-$444K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$200K
3
FC
FCA Corp
Texas
-$153K
4
BCI
Brinker Capital Investments
Pennsylvania
-$146K
5
OPS
Orion Portfolio Solutions
Nebraska
-$146K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$254K – – –
JP Morgan Chase
27
JP Morgan Chase
New York
$222K +$144K +29,541 +232%
MC
28
Moors & Cabot
Massachusetts
$222K -$20K -4,100 -9%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$188K +$2.33K +477 +1%
BFM
30
Boothbay Fund Management
New York
$181K +$168K +34,379 New
N
31
Nuveen
North Carolina
$175K +$46.2K +9,450 +40%
MAM
32
Marquette Asset Management
Minnesota
$168K +$27.1K +5,538 +21%
Goldman Sachs
33
Goldman Sachs
New York
$155K +$49.9K +10,217 +53%
QC
34
Quadrature Capital
United Kingdom
$151K -$41.2K -8,427 -23%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$129K +$166 +34 +0.1%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$128K +$977 +200 +0.8%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$122K -$4.13K -845 -4%
EF
38
Empowered Funds
Pennsylvania
$120K +$9.38K +1,920 +9%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$119K +$112K +22,842 New
Jacobs Levy Equity Management
40
Jacobs Levy Equity Management
New Jersey
$99.4K – – –
UBS Group
41
UBS Group
Switzerland
$79.5K +$22.8K +4,658 +45%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$79.4K +$73.8K +15,099 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$71K -$9.46K -1,936 -13%
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
$55.4K – – –
SG Americas Securities
45
SG Americas Securities
New York
$54K +$49.8K +10,203 New
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$53.4K – – –
AIG
47
American International Group
New York
$49.1K -$181 -37 -0.4%
Citadel Advisors
48
Citadel Advisors
Florida
$44.6K -$75.2K -15,398 -64%
Wells Fargo
49
Wells Fargo
California
$30.2K +$2.29K +469 +9%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$29.3K -$136K -27,838 -83%
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KVHI Hedge Fund Activity: Q4 2023 in Review

69 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in KVH Industries (KVHI) for Q4 2023, worth a combined $75.8M — up 4.4% from $72.6M a quarter earlier.

Fund positioning in KVHI was balanced in Q4 2023: 11 funds opened new positions, 11 closed out, 26 added to existing stakes and 22 trimmed.

The largest buyer was Palogic Value Management, adding an estimated $571K. The largest seller was Systematic Financial Management, cutting an estimated $444K.

  • 69 institutional investors held KVH Industries (KVHI) as of Q4 2023, down from 70 in Q3 2023.
  • Funds reported $75.8M of KVH Industries stock for Q4 2023, up 4.4% quarter-over-quarter.
  • 11 funds opened new KVH Industries positions in Q4 2023 and 11 closed out, a net change of 0 holders.
  • The largest KVH Industries buyer in Q4 2023 was Palogic Value Management, an estimated $571K added.
  • The largest KVH Industries seller in Q4 2023 was Systematic Financial Management, an estimated $444K sold.

Based on aggregated 13F filings for Q4 2023.