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KVH Industries

72 hedge funds and large institutions have $127M invested in KVH Industries in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

28% more capital invested

Capital invested by funds: $99.1M → $127M (+$27.8M)

0.52% more ownership

Funds ownership: 54.61%55.13% (+0.52%)

5% less funds holding

Funds holding: 7672 (-4)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
72
Holders Change
-4
Holders Change %
-5.26%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
3
Increased
20
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
1
Systematic Financial Management
New Jersey
$22.5M +$1.77M +158,436 +10%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$17.5M +$120K +10,733 +0.8%
BlackRock
3
BlackRock
New York
$15.8M +$664K +59,508 +5%
NIM
4
Needham Investment Management
New York
$14.4M -$515K -46,100 -4%
IMOV
5
Investment Management of Virginia
Virginia
$9M -$191K -17,104 -2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.92M +$23.7K +2,123 +0.3%
Renaissance Technologies
7
Renaissance Technologies
New York
$5.07M +$128K +11,500 +3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$4.9M
State Street
9
State Street
Massachusetts
$3.65M -$76K -6,812 -2%
TAM
10
THB Asset Management
Connecticut
$2.86M +$21.7K +1,947 +0.9%
Northern Trust
11
Northern Trust
Illinois
$2.72M +$110K +9,862 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.75M +$112K +10,032 +8%
PCM
13
Portolan Capital Management
Massachusetts
$1.71M +$154K +13,793 +12%
OA
14
Outfitter Advisors
Virginia
$1.6M -$14K -1,250 -1%
BCM
15
Bridgeway Capital Management
Texas
$1.53M -$44.7K -4,000 -3%
MC
16
Moors & Cabot
Massachusetts
$1.4M -$22.3K -2,000 -2%
BC
17
Brinker Capital
Pennsylvania
$970K +$21.8K +1,953 +3%
Axa
18
Axa
France
$877K -$269K -24,076 -27%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$744K -$25.8K -2,311 -4%
Morgan Stanley
20
Morgan Stanley
New York
$593K +$61.8K +5,540 +14%
OC
21
Oppenheimer & Co
New York
$533K
SRAM
22
Stone Ridge Asset Management
New York
$519K
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$517K
TCIM
24
TIAA CREF Investment Management
New York
$477K -$76.7K -6,871 -16%
Deutsche Bank
25
Deutsche Bank
Germany
$440K +$111K +9,956 +43%

KVHI Hedge Fund Activity: Q2 2018 in Review

72 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in KVH Industries (KVHI) for Q2 2018, worth a combined $127M — up 28% from $99.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of KVHI and 3 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 20 added.

The largest buyer was Systematic Financial Management, adding an estimated $1.77M. The largest seller was Needham Investment Management, cutting an estimated $515K.

  • 72 institutional investors held KVH Industries (KVHI) as of Q2 2018, down from 76 in Q1 2018.
  • Funds reported $127M of KVH Industries stock for Q2 2018, up 28% quarter-over-quarter.
  • 3 funds opened new KVH Industries positions in Q2 2018 and 6 closed out, a net change of -3 holders.
  • The largest KVH Industries buyer in Q2 2018 was Systematic Financial Management, an estimated $1.77M added.
  • The largest KVH Industries seller in Q2 2018 was Needham Investment Management, an estimated $515K sold.

Based on aggregated 13F filings for Q2 2018.