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LivaNova

220 hedge funds and large institutions have $3B invested in LivaNova in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 101 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 62

35% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $19.9M

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

8% more capital invested

Capital invested by funds: $2.77B → $3B (+$229M)

3% more funds holding

Funds holding: 214220 (+6)

0.35% less ownership

Funds ownership: 103.22%102.87% (-0.35%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
220
Holders Change
+6
Holders Change %
+2.8%
% of All Funds
3.54%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
31
Increased
101
Reduced
62
Closed
23
Calls
$26.9M
Puts
$19.9M
Net Calls
+$6.98M
Net Calls Change
-$78.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
176
Osaic Holdings
Arizona
$169K -$4.55K -89 -3%
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$138K +$153 +3 +0.1%
SO
178
STRS Ohio
Ohio
$133K
US Bancorp
179
US Bancorp
Minnesota
$89.6K +$14.9K +292 +22%
PMEF
180
Point72 Middle East FZE
United Arab Emirates
$71.6K +$65.9K +1,290 New
WPWM
181
Western Pacific Wealth Management
Illinois
$70K +$19.4K +380 +43%
Dimensional Fund Advisors
182
Dimensional Fund Advisors
Texas
$60.7K +$3.11M +60,933 +6%
Wells Fargo
183
Wells Fargo
California
$53.9K -$42.3K -828 -46%
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$40.5K
CFGS
185
Concourse Financial Group Securities
Alabama
$26.4K +$24.3K +475 New
QCG
186
Quadrant Capital Group
Ohio
$24.5K +$8.84K +173 +64%
Lazard Asset Management
187
Lazard Asset Management
New York
$21K
CCA
188
Column Capital Advisors
Indiana
$15K
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$13K +$11.1K +218 +1,282%
BAM
190
Belpointe Asset Management
Nevada
$12.8K +$11.8K +231 New
USCWA
191
U.S. Capital Wealth Advisors
Texas
$12.1K +$11.1K +218 New
CFD
192
Creative Financial Designs
Indiana
$11.1K
TWA
193
TCI Wealth Advisors
Arizona
$10.4K +$9.45K +185 +6,167%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$9.44K +$7K +137 +415%
HCP
195
Hexagon Capital Partners
Arkansas
$7.44K -$664 -13 -9%
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$7K -$3.68K -72 -38%
IA
197
IFP Advisors
Florida
$7K -$1.99K -39 -35%
LC
198
Lindbrook Capital
California
$4.05K +$2.71K +53 +265%
SWM
199
Spire Wealth Management
Virginia
$4K +$3.68K +72 New
FHA
200
First Horizon Advisors
Tennessee
$3.61K -$12.3K -240 -79%

LIVN Hedge Fund Activity: Q4 2022 in Review

220 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in LivaNova (LIVN) for Q4 2022, worth a combined $3B — up 8.3% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new LIVN positions and 23 closed out — a net gain of 8 holders — while 101 added to existing stakes and 62 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $73.7M. The largest seller was Harris Associates, cutting an estimated $80.8M.

  • 220 institutional investors held LivaNova (LIVN) as of Q4 2022, up from 214 in Q3 2022.
  • Funds reported $3B of LivaNova stock for Q4 2022, up 8.3% quarter-over-quarter.
  • 31 funds opened new LivaNova positions in Q4 2022 and 23 closed out, a net change of +8 holders.
  • The largest LivaNova buyer in Q4 2022 was Morgan Stanley, an estimated $73.7M added.
  • The largest LivaNova seller in Q4 2022 was Harris Associates, an estimated $80.8M sold.

Based on aggregated 13F filings for Q4 2022.