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KVH Industries
KVHI

66 hedge funds and large institutions have $132M invested in KVH Industries in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,967% more call options, than puts

Call options by funds: $184K | Put options by funds: $6K

12% more capital invested

Capital invested by funds: $117M → $132M (+$14.5M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.09% less ownership

Funds ownership: 56.57% → 56.48% (-0.09%)

1% less funds holding

Funds holding: 67 → 66 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

16% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 25

Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
21
Reduced
25
Closed
8
Calls
$184K
Puts
$6K
Net Calls
+$178K
Net Calls Change
+$171K

Top Buyers

1
BRF
B. Riley Financial
California
+$2.67M
2
VCA
VIEX Capital Advisors
Florida
+$2.58M
3
BCI
Brinker Capital Investments
Pennsylvania
+$1.09M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.03M
5
BlackRock
BlackRock
New York
+$840K

Top Sellers

1
NIM
Needham Investment Management
New York
-$3.07M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$2.6M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$591K
4
Renaissance Technologies
Renaissance Technologies
New York
-$505K
5
IMOV
Investment Management of Virginia
Virginia
-$427K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$31K -$1.33K -100 -4%
TRCT
52
Tower Research Capital (TRC)
New York
$27K -$41.6K -3,141 -60%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$25K +$6.43K +485 +32%
PAM
54
Panagora Asset Management
Massachusetts
$23K – – –
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$20K +$9.11K +687 +79%
AIP
56
Ameritas Investment Partners
Nebraska
$19K – – –
Legal & General Group
57
Legal & General Group
United Kingdom
$18K – – –
Citigroup
58
Citigroup
New York
$14K -$26.5K -1,999 -64%
SO
59
STRS Ohio
Ohio
$8K – – –
Simplex Trading
60
Simplex Trading
Illinois
$7K +$424 +32 +5%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$2K -$263K -19,817 -99%
APC
62
Aspire Private Capital
North Carolina
$1K – – –
TFA
63
Toth Financial Advisory
Virginia
$1K – – –
CA
64
Clearstead Advisors
Ohio
$1K +$663 +50 New
AIG
65
American International Group
New York
$122 +$345 +26 +0.3%
TSS
66
Two Sigma Securities
New York
– -$177K -15,567 Closed
Squarepoint
67
Squarepoint
New York
– -$145K -12,817 Closed
AllianceBernstein
68
AllianceBernstein
Tennessee
– -$127K -11,200 Closed
PIA
69
Perennial Investment Advisors
California
– -$114K -10,035 Closed
PWPS
70
Pinnacle Wealth Planning Services
Ohio
– -$34K -3,021 Closed
Ohio Public Employees Retirement System (OPERS)
71
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$11K -1,000 Closed
SIAG
72
Signet Investment Advisory Group
Rhode Island
– -$6K -500 Closed
TF
73
Tompkins Financial
New York
– -$1K -89 Closed
PA
74
Parallel Advisors
California
– -$66 -5 -15%
1 2
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KVHI Hedge Fund Activity: Q1 2021 in Review

66 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in KVH Industries (KVHI) for Q1 2021, worth a combined $132M — up 12% from $117M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of KVHI and 7 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 21 added.

The largest buyer was B. Riley Financial, opening a new position worth an estimated $2.67M. The largest seller was Needham Investment Management, cutting an estimated $3.07M.

  • 66 institutional investors held KVH Industries (KVHI) as of Q1 2021, down from 67 in Q4 2020.
  • Funds reported $132M of KVH Industries stock for Q1 2021, up 12% quarter-over-quarter.
  • 7 funds opened new KVH Industries positions in Q1 2021 and 8 closed out, a net change of -1 holder.
  • The largest KVH Industries buyer in Q1 2021 was B. Riley Financial, an estimated $2.67M added.
  • The largest KVH Industries seller in Q1 2021 was Needham Investment Management, an estimated $3.07M sold.

Based on aggregated 13F filings for Q1 2021.