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CONMED

156 hedge funds and large institutions have $1.85B invested in CONMED in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more call options, than puts

Call options by funds: $561K | Put options by funds: $130K

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

109% more capital invested

Capital invested by funds: $884M → $1.85B (+$963M)

5% less funds holding

Funds holding: 164156 (-8)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

28% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 64

Holders
156
Holders Change
-8
Holders Change %
-4.88%
% of All Funds
4.16%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
19
Increased
46
Reduced
64
Closed
24
Calls
$561K
Puts
$130K
Net Calls
+$431K
Net Calls Change
+$147K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Americafirst Capital Management
California
$659M +$614K +14,661 New
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$104M -$1.11M -26,468 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$88M -$818K -19,519 -1%
VAM
4
Visium Asset Management
New York
$85.9M +$12.2M +291,937 +18%
Vanguard Group
5
Vanguard Group
Pennsylvania
$76.3M +$1.54M +36,711 +2%
CCM
6
Coppersmith Capital Management
New York
$73.3M +$68.4M +1,630,800 New
BFA
7
BlackRock Fund Advisors
California
$68.3M +$6.41M +152,827 +11%
CCM
8
Camber Capital Management
Massachusetts
$62.3M
CRM
9
Cramer Rosenthal McGlynn
Connecticut
$49.8M +$6.27M +149,632 +16%
Northern Trust
10
Northern Trust
Illinois
$48.1M -$242K -5,769 -0.5%
Capital Research Global Investors
11
Capital Research Global Investors
California
$36.1M
BIT
12
BlackRock Institutional Trust
California
$35.1M -$16.3M -388,421 -33%
State Street
13
State Street
Massachusetts
$27.6M -$42.3K -1,009 -0.2%
HCM
14
Highfields Capital Management
Massachusetts
$22M
ICOM
15
Investment Counselors of Maryland
Maryland
$20.5M
Bank of New York Mellon
16
Bank of New York Mellon
New York
$19.8M -$747K -17,827 -4%
WHG
17
Westwood Holdings Group
Texas
$18.2M +$17M +405,750 New
Fisher Asset Management
18
Fisher Asset Management
Washington
$18.2M -$340K -8,105 -2%
William Blair & Company
19
William Blair & Company
Illinois
$16.2M +$764K +18,236 +5%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$15.7M +$9.97M +237,801 +214%
Norges Bank
21
Norges Bank
Norway
$13.1M
BNP Paribas Asset Management
22
BNP Paribas Asset Management
France
$12M +$937K +22,356 +9%
KAM
23
Krensavage Asset Management
New York
$11.6M +$10.8M +258,117 New
AQR Capital Management
24
AQR Capital Management
Connecticut
$11.4M -$376K -8,961 -3%
BC
25
Broadfin Capital
New York
$11.2M +$4.19M +100,000 +67%

CNMD Hedge Fund Activity: Q4 2014 in Review

156 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in CONMED (CNMD) for Q4 2014, worth a combined $1.85B — up 109% from $884M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of CNMD and 19 opened new positions — a net loss of 5 holders — while 64 trimmed existing stakes and 46 added.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $17M. The largest seller was BlackRock Institutional Trust, cutting an estimated $16.3M.

  • 156 institutional investors held CONMED (CNMD) as of Q4 2014, down from 164 in Q3 2014.
  • Funds reported $1.85B of CONMED stock for Q4 2014, up 109% quarter-over-quarter.
  • 19 funds opened new CONMED positions in Q4 2014 and 24 closed out, a net change of -5 holders.
  • The largest CONMED buyer in Q4 2014 was Westwood Holdings Group, an estimated $17M added.
  • The largest CONMED seller in Q4 2014 was BlackRock Institutional Trust, an estimated $16.3M sold.

Based on aggregated 13F filings for Q4 2014.