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KVH Industries
KVHI

70 hedge funds and large institutions have $72.6M invested in KVH Industries in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

3.65% more ownership

Funds ownership: 69.16% → 72.81% (+3.7%)

4% less funds holding

Funds holding: 73 → 70 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

41% less capital invested

Capital invested by funds: $123M → $72.6M (-$50.7M)

94% less call options, than puts

Call options by funds: $2K | Put options by funds: $36K

Holders
70
Holders Change
-3
Holders Change %
-4.11%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
28
Reduced
17
Closed
13
Calls
$2K
Puts
$36K
Net Calls
-$34K
Net Calls Change
+$4K

Top Buyers

1
RAM
Roumell Asset Management
Maryland
+$1.57M
2
Morgan Stanley
Morgan Stanley
New York
+$1.46M
3
BlackRock
BlackRock
New York
+$1.34M
4
PVM
Palogic Value Management
Texas
+$1.03M
5
AI
Acuitas Investments
Washington
+$871K

Top Sellers

1
SFM
Systematic Financial Management
New Jersey
-$1.11M
2
OAM
Oberweis Asset Management
Illinois
-$832K
3
WPC
White Pine Capital
Minnesota
-$614K
4
Millennium Management
Millennium Management
New York
-$362K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$315K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
$26.9K -$13.3K -1,970 -27%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$21.1K -$14.2K -2,101 -34%
Ohio Public Employees Retirement System (OPERS)
53
Ohio Public Employees Retirement System (OPERS)
Ohio
$17K – – –
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$14K +$16.2K +2,388 +783%
SO
55
STRS Ohio
Ohio
$12K – – –
TRCT
56
Tower Research Capital (TRC)
New York
$11.3K -$45.1K -6,669 -75%
AB
57
Amalgamated Bank
New York
$9K – – –
Legal & General Group
58
Legal & General Group
United Kingdom
$8.88K – – –
AIP
59
Ameritas Investment Partners
Nebraska
$7.9K – – –
Fidelity Investments
60
Fidelity Investments
Massachusetts
$5.72K +$6.8K +1,005 +866%
TC
61
Truvestments Capital
Florida
$3.57K +$4.74K +700 New
SPIA
62
Steward Partners Investment Advisory
New York
$2.55K – – –
Comerica Bank
63
Comerica Bank
Texas
$1.3K +$1.73K +255 New
CSPIA
64
Cary Street Partners Investment Advisory
Virginia
$1.02K – – –
APC
65
Aspire Private Capital
North Carolina
$515 – – –
CA
66
Clearstead Advisors
Ohio
$510 +$338 +50 +100%
QCG
67
Quadrant Capital Group
Ohio
$138 +$183 +27 New
GWS
68
Glassman Wealth Services
Virginia
$112 +$149 +22 New
Citigroup
69
Citigroup
New York
$41 -$37.8K -5,578 -100%
OAM
70
Oberweis Asset Management
Illinois
– -$832K -91,000 Closed
WPC
71
White Pine Capital
Minnesota
– -$614K -67,172 Closed
HF
72
HRT Financial
New York
– -$304K -33,364 Closed
BFM
73
Boothbay Fund Management
New York
– -$203K -22,221 Closed
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
– -$171K -18,700 Closed
Acadian Asset Management
75
Acadian Asset Management
Massachusetts
– -$162K -18,023 Closed
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KVHI Hedge Fund Activity: Q3 2023 in Review

70 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in KVH Industries (KVHI) for Q3 2023, worth a combined $72.6M — down 41% from $123M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of KVHI and 10 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 28 added.

The largest buyer was Roumell Asset Management, adding an estimated $1.57M. The largest seller was Systematic Financial Management, cutting an estimated $1.11M.

  • 70 institutional investors held KVH Industries (KVHI) as of Q3 2023, down from 73 in Q2 2023.
  • Funds reported $72.6M of KVH Industries stock for Q3 2023, down 41% quarter-over-quarter.
  • 10 funds opened new KVH Industries positions in Q3 2023 and 13 closed out, a net change of -3 holders.
  • The largest KVH Industries buyer in Q3 2023 was Roumell Asset Management, an estimated $1.57M added.
  • The largest KVH Industries seller in Q3 2023 was Systematic Financial Management, an estimated $1.11M sold.

Based on aggregated 13F filings for Q3 2023.