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KVH Industries

73 hedge funds and large institutions have $99.6M invested in KVH Industries in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

6% more funds holding

Funds holding: 6973 (+4)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

0.36% less ownership

Funds ownership: 56.61%56.26% (-0.36%)

14% less capital invested

Capital invested by funds: $116M → $99.6M (-$16M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

97% less call options, than puts

Call options by funds: $4K | Put options by funds: $130K

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
24
Reduced
22
Closed
7
Calls
$4K
Puts
$130K
Net Calls
-$126K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
1
Systematic Financial Management
New Jersey
$14.9M -$218K -19,575 -1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$13.1M +$317K +28,477 +2%
BlackRock
3
BlackRock
New York
$11.7M +$22.9K +2,054 +0.2%
NIM
4
Needham Investment Management
New York
$11.6M -$435K -39,125 -3%
IMOV
5
Investment Management of Virginia
Virginia
$7.14M -$252K -22,649 -3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$6.96M +$15.1K +1,355 +0.2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$3.78M
Renaissance Technologies
8
Renaissance Technologies
New York
$3.78M +$26.7K +2,400 +0.7%
State Street
9
State Street
Massachusetts
$2.86M +$97.9K +8,799 +3%
TAM
10
THB Asset Management
Connecticut
$2.19M +$366K +32,852 +18%
Northern Trust
11
Northern Trust
Illinois
$2.01M -$18.7K -1,682 -0.9%
PC
12
Polar Capital
United Kingdom
$1.89M +$1.49M +133,897 +276%
PCM
13
Portolan Capital Management
Massachusetts
$1.67M -$2.78K -250 -0.2%
OA
14
Outfitter Advisors
Virginia
$1.43M -$459K -41,250 -23%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.24M +$30.6K +2,754 +2%
BCM
16
Bridgeway Capital Management
Texas
$1.22M
MC
17
Moors & Cabot
Massachusetts
$1.1M +$8.35K +750 +0.7%
SCM
18
Signia Capital Management
Washington
$977K -$1.03M -92,711 -50%
Axa
19
Axa
France
$927K
BC
20
Brinker Capital
Pennsylvania
$650K +$10.3K +926 +1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$603K -$21.6K -1,940 -3%
TCIM
22
TIAA CREF Investment Management
New York
$440K -$234 -21 -0%
OC
23
Oppenheimer & Co
New York
$412K
SRAM
24
Stone Ridge Asset Management
New York
$401K +$431K +38,730 New
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$400K

KVHI Hedge Fund Activity: Q4 2017 in Review

73 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in KVH Industries (KVHI) for Q4 2017, worth a combined $99.6M — down 14% from $116M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new KVHI positions and 7 closed out — a net gain of 4 holders — while 24 added to existing stakes and 22 trimmed.

The largest buyer was Polar Capital, adding an estimated $1.49M. The largest seller was Signia Capital Management, cutting an estimated $1.03M.

  • 73 institutional investors held KVH Industries (KVHI) as of Q4 2017, up from 69 in Q3 2017.
  • Funds reported $99.6M of KVH Industries stock for Q4 2017, down 14% quarter-over-quarter.
  • 11 funds opened new KVH Industries positions in Q4 2017 and 7 closed out, a net change of +4 holders.
  • The largest KVH Industries buyer in Q4 2017 was Polar Capital, an estimated $1.49M added.
  • The largest KVH Industries seller in Q4 2017 was Signia Capital Management, an estimated $1.03M sold.

Based on aggregated 13F filings for Q4 2017.