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KVH Industries

73 hedge funds and large institutions have $123M invested in KVH Industries in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

12% more funds holding

Funds holding: 6573 (+8)

1.37% more ownership

Funds ownership: 67.79%69.16% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

17% less capital invested

Capital invested by funds: $148M → $123M (-$24.6M)

93% less call options, than puts

Call options by funds: $3K | Put options by funds: $41K

Holders
73
Holders Change
+8
Holders Change %
+12.31%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
23
Reduced
17
Closed
12
Calls
$3K
Puts
$41K
Net Calls
-$38K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
BDCM
1
Black Diamond Capital Management
Connecticut
$30.1M
NIM
2
Needham Investment Management
New York
$17M
SFM
3
Systematic Financial Management
New Jersey
$16.7M +$1M +99,608 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$10M +$405K +40,141 +4%
BlackRock
5
BlackRock
New York
$9.21M +$6.53M +647,375 +179%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.44M +$226K +22,418 +2%
PCM
7
Potomac Capital Management
New York
$5.63M -$1.1M -108,977 -15%
KCM
8
Kennedy Capital Management
Missouri
$5.32M +$120K +11,897 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.02M +$1.87M +185,990 +129%
State Street
10
State Street
Massachusetts
$1.86M +$1.41M +139,974 +219%
Northern Trust
11
Northern Trust
Illinois
$1.52M +$1.21M +120,209 +262%
Renaissance Technologies
12
Renaissance Technologies
New York
$1.26M +$24.2K +2,400 +2%
Millennium Management
13
Millennium Management
New York
$936K -$747K -74,127 -42%
RAM
14
Roumell Asset Management
Maryland
$905K -$243K -24,111 -20%
OAM
15
Oberweis Asset Management
Illinois
$832K
BCI
16
Brinker Capital Investments
Pennsylvania
$745K -$32.9K -3,267 -4%
OPS
17
Orion Portfolio Solutions
Nebraska
$745K -$32.9K -3,267 -4%
WPC
18
White Pine Capital
Minnesota
$614K +$358K +35,467 +112%
Citadel Advisors
19
Citadel Advisors
Florida
$583K +$106K +10,493 +20%
BCM
20
Bridgeway Capital Management
Texas
$570K
Bank of New York Mellon
21
Bank of New York Mellon
New York
$470K +$519K +51,458 New
Charles Schwab
22
Charles Schwab
California
$441K +$486K +48,261 New
MC
23
Moors & Cabot
Massachusetts
$429K
JMPWA
24
JP Morgan Private Wealth Advisors
California
$373K -$939K -93,193 -70%
Barclays
25
Barclays
United Kingdom
$310K +$38.4K +3,806 +13%