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KVH Industries
KVHI

69 hedge funds and large institutions have $75.8M invested in KVH Industries in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

4% more capital invested

Capital invested by funds: $72.6M → $75.8M (+$3.2M)

0.65% more ownership

Funds ownership: 72.81% → 73.47% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 70 → 69 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $121K

Holders
69
Holders Change
-1
Holders Change %
-1.43%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
26
Reduced
22
Closed
11
Calls
–
Puts
$121K
Net Calls
-$121K
Net Calls Change
-$87K

Top Buyers

1
PVM
Palogic Value Management
Texas
+$571K
2
BlackRock
BlackRock
New York
+$470K
3
AE
AMH Equity
New York
+$425K
4
Morgan Stanley
Morgan Stanley
New York
+$209K
5
BFM
Boothbay Fund Management
New York
+$168K

Top Sellers

1
SFM
Systematic Financial Management
New Jersey
-$444K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$200K
3
FC
FCA Corp
Texas
-$153K
4
BCI
Brinker Capital Investments
Pennsylvania
-$146K
5
OPS
Orion Portfolio Solutions
Nebraska
-$146K
Name Holding Trade Value Shares
Change 		Change in
Stake
BDCM
1
Black Diamond Capital Management
Connecticut
$17.4M +$10.5K +2,150 +0.1%
NIM
2
Needham Investment Management
New York
$9.72M -$48.8K -10,000 -0.5%
SFM
3
Systematic Financial Management
New Jersey
$8.27M -$444K -90,901 -5%
BlackRock
4
BlackRock
New York
$6.85M +$470K +96,183 +8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.32M -$200K -40,899 -4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.03M +$40K +8,193 +0.9%
PCM
7
Potomac Capital Management
New York
$3.68M -$73.5K -15,055 -2%
KCM
8
Kennedy Capital Management
Missouri
$2.92M -$140K -28,760 -5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.84M +$66.2K +13,544 +4%
RAM
10
Roumell Asset Management
Maryland
$1.74M – – –
Morgan Stanley
11
Morgan Stanley
New York
$1.53M +$209K +42,763 +17%
PVM
12
Palogic Value Management
Texas
$1.41M +$571K +116,895 +77%
State Street
13
State Street
Massachusetts
$1.1M +$8.06K +1,650 +0.8%
Northern Trust
14
Northern Trust
Illinois
$985K +$97.9K +20,033 +12%
AI
15
Acuitas Investments
Washington
$836K +$148K +30,255 +24%
Renaissance Technologies
16
Renaissance Technologies
New York
$712K -$5.86K -1,200 -0.9%
GCP
17
GSA Capital Partners
United Kingdom
$464K -$47.2K -9,662 -10%
AE
18
AMH Equity
New York
$458K +$425K +87,051 New
Barclays
19
Barclays
United Kingdom
$449K +$168K +34,299 +67%
BCM
20
Bridgeway Capital Management
Texas
$419K +$9.38K +1,920 +2%
Millennium Management
21
Millennium Management
New York
$341K +$77.6K +15,880 +32%
Bank of America
22
Bank of America
North Carolina
$322K +$68.8K +14,079 +30%
BCI
23
Brinker Capital Investments
Pennsylvania
$320K -$146K -29,841 -32%
OPS
24
Orion Portfolio Solutions
Nebraska
$320K -$146K -29,841 -32%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$277K +$528 +108 +0.2%
1
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KVHI Hedge Fund Activity: Q4 2023 in Review

69 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in KVH Industries (KVHI) for Q4 2023, worth a combined $75.8M — up 4.4% from $72.6M a quarter earlier.

Fund positioning in KVHI was balanced in Q4 2023: 11 funds opened new positions, 11 closed out, 26 added to existing stakes and 22 trimmed.

The largest buyer was Palogic Value Management, adding an estimated $571K. The largest seller was Systematic Financial Management, cutting an estimated $444K.

  • 69 institutional investors held KVH Industries (KVHI) as of Q4 2023, down from 70 in Q3 2023.
  • Funds reported $75.8M of KVH Industries stock for Q4 2023, up 4.4% quarter-over-quarter.
  • 11 funds opened new KVH Industries positions in Q4 2023 and 11 closed out, a net change of 0 holders.
  • The largest KVH Industries buyer in Q4 2023 was Palogic Value Management, an estimated $571K added.
  • The largest KVH Industries seller in Q4 2023 was Systematic Financial Management, an estimated $444K sold.

Based on aggregated 13F filings for Q4 2023.