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KVH Industries
KVHI

65 hedge funds and large institutions have $148M invested in KVH Industries in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

26% more capital invested

Capital invested by funds: $117M → $148M (+$30.9M)

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

12% more funds holding

Funds holding: 58 → 65 (+7)

2.79% more ownership

Funds ownership: 65% → 67.79% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

61% less call options, than puts

Call options by funds: $9K | Put options by funds: $23K

Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
20
Reduced
17
Closed
6
Calls
$9K
Puts
$23K
Net Calls
-$14K
Net Calls Change
-$30K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$1.45M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.3M
3
OPS
Orion Portfolio Solutions
Nebraska
+$867K
4
Jane Street
Jane Street
New York
+$705K
5
CWA
CM Wealth Advisors
Ohio
+$518K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.16M
2
SFM
Systematic Financial Management
New Jersey
-$984K
3
IMOV
Investment Management of Virginia
Virginia
-$343K
4
BlackRock
BlackRock
New York
-$159K
5
Ameriprise
Ameriprise
Minnesota
-$146K
Name Holding Trade Value Shares
Change 		Change in
Stake
BDCM
1
Black Diamond Capital Management
Connecticut
$37.5M – – –
NIM
2
Needham Investment Management
New York
$21.1M – – –
SFM
3
Systematic Financial Management
New Jersey
$19.7M -$984K -96,149 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$12.1M +$303K +29,644 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$10.2M +$1.3M +127,524 +16%
PCM
6
Potomac Capital Management
New York
$8.25M +$437K +42,700 +6%
KCM
7
Kennedy Capital Management
Missouri
$6.49M +$47.2K +4,610 +0.8%
BlackRock
8
BlackRock
New York
$4.11M -$159K -15,544 -4%
Ameriprise
9
Ameriprise
Minnesota
$3.78M -$146K -14,287 -4%
Millennium Management
10
Millennium Management
New York
$2.01M +$1.45M +142,088 +412%
BFM
11
Boothbay Fund Management
New York
$1.94M +$163K +15,915 +10%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.64M +$24.8K +2,424 +2%
Renaissance Technologies
13
Renaissance Technologies
New York
$1.54M -$6.14K -600 -0.4%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$1.52M -$92.1K -8,999 -6%
RAM
15
Roumell Asset Management
Maryland
$1.4M – – –
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.14M +$399K +39,011 +64%
OAM
17
Oberweis Asset Management
Illinois
$1.04M +$30.7K +3,000 +3%
BCI
18
Brinker Capital Investments
Pennsylvania
$965K -$37K -3,614 -4%
OPS
19
Orion Portfolio Solutions
Nebraska
$965K +$867K +84,754 New
Jane Street
20
Jane Street
New York
$784K +$705K +68,936 New
State Street
21
State Street
Massachusetts
$727K – – –
BCM
22
Bridgeway Capital Management
Texas
$710K -$49.1K -4,800 -7%
Morgan Stanley
23
Morgan Stanley
New York
$694K +$328K +32,066 +111%
Citadel Advisors
24
Citadel Advisors
Florida
$606K +$357K +34,872 +190%
MC
25
Moors & Cabot
Massachusetts
$534K +$15.3K +1,500 +3%
1
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KVHI Hedge Fund Activity: Q1 2023 in Review

65 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in KVH Industries (KVHI) for Q1 2023, worth a combined $148M — up 26% from $117M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new KVHI positions and 6 closed out — a net gain of 8 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.45M. The largest seller was Wellington Management Group, exiting entirely with an estimated $1.16M sold.

  • 65 institutional investors held KVH Industries (KVHI) as of Q1 2023, up from 58 in Q4 2022.
  • Funds reported $148M of KVH Industries stock for Q1 2023, up 26% quarter-over-quarter.
  • 14 funds opened new KVH Industries positions in Q1 2023 and 6 closed out, a net change of +8 holders.
  • The largest KVH Industries buyer in Q1 2023 was Millennium Management, an estimated $1.45M added.
  • The largest KVH Industries seller in Q1 2023 was Wellington Management Group, an estimated $1.16M sold.

Based on aggregated 13F filings for Q1 2023.