InfuSystem Holdings (INFU)

• Market cap: $103M
• 1 day: -1.41%
• 5 days: 0.61%
• 1 month: -14.61%
• 3 months: -38.47%
• 6 months: -29.86%
• Year to date: -39.23%
• 1 year: -37.61%
• 5 years: -59.22%
• 10 years: 53.44%
• Sector: Healthcare
• Industry: Medical Instruments & Supplies

About: InfuSystems Holdings Inc is a health care service provider, facilitating outpatient care for durable medical equipment manufacturers and health care providers. INFU services are provided under a two-reportable segment. The first is Patient Services, providing the last-mile solution for clinic-to-home healthcare where the continuing treatment involves complex durable medical equipment and services. The Patient segment is comprised of Oncology, Pain Management and Wound Therapy businesses. The second, Device Solutions, supports the Patient Services platform and leverages service orientation to win incremental business from its direct payer clients. The Device segment is comprised of direct payer rentals, pump and consumable sales, and biomedical services and repair. Majority from Patient.

Employees: 514

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

29% more capital invested

Capital invested by funds: $92.7M [Q3] → $119M (+$26.7M) [Q4]

10% more funds holding

Funds holding: 78 [Q3] → 86 (+8) [Q4]

1.46% more ownership

Funds ownership: 64.88% [Q3] → 66.34% (+1.46%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q3] → 2 (+0) [Q4]

77% less call options, than puts

Call options by funds: $68K | Put options by funds: $291K