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KVH Industries
KVHI

68 hedge funds and large institutions have $100M invested in KVH Industries in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 33 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

5% more funds holding

Funds holding: 65 → 68 (+3)

1.29% more ownership

Funds ownership: 57.77% → 59.06% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

14% less capital invested

Capital invested by funds: $116M → $100M (-$16.3M)

61% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 33

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
13
Reduced
33
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.26M
2
NIM
Needham Investment Management
New York
+$1.9M
3
JP Morgan Chase
JP Morgan Chase
New York
+$1.49M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$162K
5
BlackRock
BlackRock
New York
+$141K

Top Sellers

Rank Fund Capital Flow
1
PCM
Portolan Capital Management
Massachusetts
-$1.79M
2
IMOV
Investment Management of Virginia
Virginia
-$731K
3
Goldman Sachs
Goldman Sachs
New York
-$400K
4
PC
Polar Capital
United Kingdom
-$358K
5
Ameriprise
Ameriprise
Minnesota
-$353K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$76K – – –
Citigroup
52
Citigroup
New York
$63K +$5.14K +502 +8%
Morgan Stanley
53
Morgan Stanley
New York
$49K -$223K -21,757 -81%
Deutsche Bank
54
Deutsche Bank
Germany
$49K -$3.38K -330 -6%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$47.6K +$12.7K +1,240 +33%
Victory Capital Management
56
Victory Capital Management
Texas
$44K +$47.8K +4,668 New
Osaic Holdings
57
Osaic Holdings
Arizona
$22K +$23.9K +2,330 New
SO
58
STRS Ohio
Ohio
$19K – – –
Legal & General Group
59
Legal & General Group
United Kingdom
$18K -$5.63K -550 -22%
PCM
60
Prelude Capital Management
New York
$16K -$38.3K -3,741 -69%
AIP
61
Ameritas Investment Partners
Nebraska
$14K – – –
MAM
62
Meeder Asset Management
Ohio
$10K +$10.8K +1,052 New
AA
63
Advisory Alpha
Michigan
$8.35K +$10.2K +1,000 New
US Bancorp
64
US Bancorp
Minnesota
$5K – – –
TL
65
TrueWealth LLC
Georgia
$4K – – –
LWA
66
Lenox Wealth Advisors
New York
$3K – – –
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$1K -$11.9K -1,160 -95%
SIM
68
Sonora Investment Management
Arizona
$1K – – –
P
69
Pitcairn
Pennsylvania
– -$289K -25,918 Closed
Squarepoint
70
Squarepoint
New York
– -$150K -13,514 Closed
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
– -$23K -2,110 Closed
1 2
3

KVHI Hedge Fund Activity: Q1 2020 in Review

68 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in KVH Industries (KVHI) for Q1 2020, worth a combined $100M — down 14% from $116M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new KVHI positions and 3 closed out — a net gain of 5 holders — while 13 added to existing stakes and 33 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.26M. The largest seller was Portolan Capital Management, cutting an estimated $1.79M.

  • 68 institutional investors held KVH Industries (KVHI) as of Q1 2020, up from 65 in Q4 2019.
  • Funds reported $100M of KVH Industries stock for Q1 2020, down 14% quarter-over-quarter.
  • 8 funds opened new KVH Industries positions in Q1 2020 and 3 closed out, a net change of +5 holders.
  • The largest KVH Industries buyer in Q1 2020 was Vanguard Group, an estimated $3.26M added.
  • The largest KVH Industries seller in Q1 2020 was Portolan Capital Management, an estimated $1.79M sold.

Based on aggregated 13F filings for Q1 2020.