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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
Ohio Public Employees Retirement System (OPERS)
51
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.9K – – –
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$16.2K -$5.14K -1,052 -25%
Citigroup
53
Citigroup
New York
$14.8K +$13.7K +2,801 +35,013%
SO
54
STRS Ohio
Ohio
$12K – – –
TRCT
55
Tower Research Capital (TRC)
New York
$11.3K -$352 -72 -3%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$9.55K +$3.4K +695 +62%
Legal & General Group
57
Legal & General Group
United Kingdom
$9.16K – – –
AB
58
Amalgamated Bank
New York
$9K -$918 -188 -10%
AIP
59
Ameritas Investment Partners
Nebraska
$8.15K – – –
NA
60
NewEdge Advisors
Louisiana
$3.19K +$2.96K +606 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$3K -$10.4K -2,121 -79%
Lazard Asset Management
62
Lazard Asset Management
New York
$1K +$1.12K +230 New
Comerica Bank
63
Comerica Bank
Texas
$978 -$337 -69 -27%
PWMG
64
Private Wealth Management Group
New Jersey
$942 +$874 +179 New
Russell Investments Group
65
Russell Investments Group
United Kingdom
$579 +$537 +110 New
APC
66
Aspire Private Capital
North Carolina
$531 – – –
CA
67
Clearstead Advisors
Ohio
$263 -$244 -50 -50%
Nisa Investment Advisors
68
Nisa Investment Advisors
Missouri
$263 +$244 +50 New
FFA
69
Farther Finance Advisors
California
$11 +$10 +2 New
FC
70
FCA Corp
Texas
– -$153K -30,000 Closed
Invesco
71
Invesco
Georgia
– -$140K -27,476 Closed
TI
72
Trexquant Investment
Connecticut
– -$110K -21,513 Closed
CNBT
73
Canandaigua National Bank & Trust
New York
– -$52.4K -10,273 Closed
PA
74
Pinnacle Associates
New York
– -$51.5K -10,100 Closed
TC
75
Truvestments Capital
Florida
– -$3.57K -700 Closed
1 2
3
4

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.