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KVH Industries

70 hedge funds and large institutions have $72.6M invested in KVH Industries in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

3.65% more ownership

Funds ownership: 69.16%72.81% (+3.7%)

4% less funds holding

Funds holding: 7370 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

41% less capital invested

Capital invested by funds: $123M → $72.6M (-$50.7M)

94% less call options, than puts

Call options by funds: $2K | Put options by funds: $36K

Holders
70
Holders Change
-3
Holders Change %
-4.11%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
28
Reduced
17
Closed
13
Calls
$2K
Puts
$36K
Net Calls
-$34K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
BDCM
1
Black Diamond Capital Management
Connecticut
$16.8M
NIM
2
Needham Investment Management
New York
$9.48M
SFM
3
Systematic Financial Management
New Jersey
$8.48M -$1.11M -163,269 -9%
BlackRock
4
BlackRock
New York
$6.15M +$1.34M +197,545 +20%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.37M -$315K -46,541 -4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$4.84M +$173K +25,494 +3%
PCM
7
Potomac Capital Management
New York
$3.64M +$664K +98,032 +16%
KCM
8
Kennedy Capital Management
Missouri
$2.97M +$5.88K +869 +0.1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.71M +$34K +5,022 +2%
RAM
10
Roumell Asset Management
Maryland
$1.69M +$1.57M +232,642 +235%
Morgan Stanley
11
Morgan Stanley
New York
$1.26M +$1.46M +215,248 +670%
State Street
12
State Street
Massachusetts
$1.05M +$18.5K +2,731 +1%
Northern Trust
13
Northern Trust
Illinois
$853K +$8.35K +1,234 +0.7%
PVM
14
Palogic Value Management
Texas
$774K +$1.03M +151,829 New
Renaissance Technologies
15
Renaissance Technologies
New York
$697K -$9.48K -1,400 -1%
AI
16
Acuitas Investments
Washington
$656K +$871K +128,713 New
GCP
17
GSA Capital Partners
United Kingdom
$499K +$521K +76,988 +368%
BCI
18
Brinker Capital Investments
Pennsylvania
$470K +$72.3K +10,679 +13%
OPS
19
Orion Portfolio Solutions
Nebraska
$470K +$72.3K +10,679 +13%
BCM
20
Bridgeway Capital Management
Texas
$397K +$104K +15,410 +25%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$268K +$7.85K +1,160 +2%
Barclays
22
Barclays
United Kingdom
$261K +$116K +17,193 +51%
Millennium Management
23
Millennium Management
New York
$250K -$362K -53,525 -52%
Charles Schwab
24
Charles Schwab
California
$246K
Bank of America
25
Bank of America
North Carolina
$240K +$130K +19,248 +69%